simple running total

[parria1]

I am trying to get the running total column below. How do I do this in Alteryx?

yr	mth	spend	running total
2018	1	50	50
2018	2	60	110
2018	3	75	185
2018	4	25	210
2018	5	350	560
2018	6	254	814

[BenMoss]

There's a tool for that.

Use the global search and look for 'running total'.

The tool is super easy to configure, have a go and let us know if you have any problems!

Ben

[parria1]

I have it working for the example I provided but cannot figure out how to get it working in the workflow Running Total example. That text input is most like the data I will need to get a running total. The example do not offer a solution that just gets a simple running total by row by each customer ID.

It cannot get it to work for simple running totals. I don't want any groupings.

like this 

CustomerID	FirstName	LastName	Address	City	State	ZIP	CustomerSegment	Visits	Spend	running total
1	PAMELA	WRIGHT	2316 E 5th Ave	DENVER	CO	80206	Home Office	1	206.95	206.95
2	MELISSA	RUFF	2753 S Milwaukee St	DENVER	CO	80210	Consumer	1	228.27	435.22
3	CONSTANTI	VLASSIS	16911 E Harvard Ave	AURORA	CO	80013	Small Business	1	432.44	867.66
4	AMY	LOCKEMER	3721 S Pitkin Ct	AURORA	CO	80013	Home Office	4	2101.11	2968.77
5	DANELL	VALDEZ	2925 W College Ave	DENVER	CO	80219	Home Office	1	1404.09	4372.86
6	JESSICA	RINEHART	4220 W 35th Ave	DENVER	CO	80212	Small Business	2	962.61	5335.47
7	NANCY	CLARK	8785 Cloverleaf Cir	PARKER	CO	80134	Small Business	4	552.53	5888
8	ANDREA	BRUN	2080 Fenton St	DENVER	CO	80214	Home Office	1	25.37	5913.37
9	DENISE	PENTICO	4125C S Evanston Cir	Aurora	CO	80014	Corporate	2	7026.44	12939.81
10	ERNA	ARUSTAMYAN	1137 S Boston Ct	DENVER	CO	80247	Consumer	2	1838.64	14778.45
11	ZAREFA	HAMMAD	1651 Biscay Cir	AURORA	CO	80011	Home Office	1	29.1	14807.55
12	MURIEL	COULTER	12704 E Asbury Cir	AURORA	CO	80014	Home Office	1	14.17	14821.72
13	KAREN	OSBORNE	7595 S Teller Ct	LITTLETON	CO	80128	Home Office	1	98.61	14920.33
14	SHIRLEY	KRYWONIS	370 Eudora St	DENVER	CO	80220	Home Office	7	866.3	15786.63
15	MICHELE	MUNSEY	8300 Fairmount Dr	DENVER	CO	80247	Home Office	6	4402.46	20189.09
16	DIANNE	VANGILDER	15358 E Saratoga Pl	AURORA	CO	80015	Home Office	4	1896.84	22085.93
17	NELE	MENDIOLA	7498 Alkire St	Arvada	CO	80005	Home Office	3	745.65	22831.58

[BenMoss]

The 'group by' criteria is the key part here.

Essentially you should read this as 'provide me a running total for each group within these selected fields.

If you want a running total per customer then you should check the customer, if you don't then simply uncheck this!

Ben

[parria1 · Accepted solution]

to get the running total I require, leave all the group by fields unchecked and just sum whatever totals I need in the running totals.

[parria1]

how would I get the running comp row (each row divided by total)

CustomerID	FirstName	LastName	Address	City	State	ZIP	CustomerSegment	Visits	Spend	running total	Running Comp
1	PAMELA	WRIGHT	2316 E 5th Ave	DENVER	CO	80206	Home Office	1	$          207	$             207	1%
2	MELISSA	RUFF	2753 S Milwaukee St	DENVER	CO	80210	Consumer	1	$          228	$             435	2%
3	CONSTANTI	VLASSIS	16911 E Harvard Ave	AURORA	CO	80013	Small Business	1	$          432	$             868	4%
4	AMY	LOCKEMER	3721 S Pitkin Ct	AURORA	CO	80013	Home Office	4	$      2,101	$         2,969	13%
5	DANELL	VALDEZ	2925 W College Ave	DENVER	CO	80219	Home Office	1	$      1,404	$         4,373	19%
6	JESSICA	RINEHART	4220 W 35th Ave	DENVER	CO	80212	Small Business	2	$          963	$         5,335	23%
7	NANCY	CLARK	8785 Cloverleaf Cir	PARKER	CO	80134	Small Business	4	$          553	$         5,888	26%
8	ANDREA	BRUN	2080 Fenton St	DENVER	CO	80214	Home Office	1	$            25	$         5,913	26%
9	DENISE	PENTICO	4125C S Evanston Cir	Aurora	CO	80014	Corporate	2	$      7,026	$       12,940	57%
10	ERNA	ARUSTAMYAN	1137 S Boston Ct	DENVER	CO	80247	Consumer	2	$      1,839	$       14,778	65%
11	ZAREFA	HAMMAD	1651 Biscay Cir	AURORA	CO	80011	Home Office	1	$            29	$       14,808	65%
12	MURIEL	COULTER	12704 E Asbury Cir	AURORA	CO	80014	Home Office	1	$            14	$       14,822	65%
13	KAREN	OSBORNE	7595 S Teller Ct	LITTLETON	CO	80128	Home Office	1	$            99	$       14,920	65%
14	SHIRLEY	KRYWONIS	370 Eudora St	DENVER	CO	80220	Home Office	7	$          866	$       15,787	69%
15	MICHELE	MUNSEY	8300 Fairmount Dr	DENVER	CO	80247	Home Office	6	$      4,402	$       20,189	88%
16	DIANNE	VANGILDER	15358 E Saratoga Pl	AURORA	CO	80015	Home Office	4	$      1,897	$       22,086	97%
17	NELE	MENDIOLA	7498 Alkire St	Arvada	CO	80005	Home Office	3	$          746	$       22,832	100%

[parria1]

the attached screenshot workflow shows a simple way to get the composition to total for each row.