10.3 Pivot Table

Alteryx Essentials Workshop 2 - Reporting
3 minutes
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Transcript

Alright, so this is the bonus material of the workshop, which I thought might come in handy if you ever need to show the grand total of a pivot table, as the summarize tool doesn't have it. So this technique is more of a workaround, but it still gets the result. Adding to our workflow from 10.2 will add another summarize tool parallel to our first one. And we'll include all the same fields as the first one here, but this time, we're not going to include grouping by section, but we'll keep everything else here. So let's add it down here. So for total revenue, cogs and profit margin, we'll do a sum for item we'll do count, and then profitable was count non null.

Because we're not grouping by anything this time, we should get the grand total of everything. If we add a browse tool here and run our workflow, it shows in one line item, the sum of our total revenue, cogs, profit margin, and then the count of all items, and count of profitable items. Now, what we want to do is add the value grand total, somewhere along this row and perform a union join back to our summarized data set, so that the grand total sits underneath it. So we'll create a new column via the formula tool. So we'll go to preparation and drag in a formula tool. And let me just rearrange this we'll drag in the formula tool and create a new column called grand total and give it a value off grand total and double quotes.

We'll then add a union tool and connect it to our formula and other summarized table. If we add a browse tool and then run our workflow, we can see that grand total appears at the top here with the heading, and the grand total value appears at the bottom to tidy up the order so that grand total appears in the first column Instead, let's drag in a select tool from our preparation tab. Let's move this to the bottom. And we'll move grand total to the first one here. And if we run our workflow again, after adding a browse tool, we see grand total appearing at the bottom We now have a pivot table with grand total in it. This concludes our second workshop and probably the first example of stringing all the tools together.

I want to say congratulations and awesome work on making it this far. Feel free to take a break and get ready for the next workshop because will not only be stringing more tools together, but we'll also be utilizing the batch macro feature

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