Alteryx Running Total

The Alteryx running total tool helps you return or find a numeric column’s running total with the given source. To demonstrate this Alteryx running total tool, we used the below CSV file.

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First, drag and drop the Input Data Tool, and select the Customers CSV file from the Connect a File or Database option configuration tab.

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Alteryx Running Total Example

Please go to the transform tab and drag-and-drop the Running total tool to the canvas. Next, connect the Input tool to this Running total.

If you observe the Create Running Total section under the Configuration tab, it says that No numeric fields available. As we said earlier, we need a numeric column to perform the Running total.

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To change the data type of the columns, we added Select tool in between input and running total tools. Next, we change the EmpID to int, yearly Income to integer and renamed it as Income, and sales column to double.

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Now you can see those three numeric columns under the create running total section of the Alteryx.

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Let me calculate the running total of the Income. To do this, please checkmark the income column and hit the Run button. From the below screenshot, you can see the result.

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This time we were calculating the running total of both the sales and Income.

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We haven’t used the Group By option, which is optional under the Alteryx Running total Configuration tab. By using this option, we can calculate the running total for each Group. Let me checkmark the Education column. It means it will calculate the running total of Income and Sales for each Education group.

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This time, we are using get Education and Occupation as the Group by columns. It will group the records based on Education and occupation. Then, it will find the running total of that Group.

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