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group and sort and lookup

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Jazmine Indiana
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I have this datasource

The org_name and org_id appears multiple times across the column.

I need to output the Org Name and its ID and the sum of the total amount column. They also have to be sorted from highest amount to lowest.

If we base it on the Sample Data Source above, it will need to look like this

Org ID      Org Name     Sum per Org

13237       BSA Twin        8100

20202       Acacia            7360

11729       The Legend     6600

... and so on...

 

i grouped the org and group by the org id then I tried using LOOKUP((GROUPBY(SLICE(@A:A;)), SLICE(@B:B;)),!'Column:Org ID',SUM(SLICE(@C:C;))) but it didnt work.

any help is gladly appreciated :) Thanx :)

 

 

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    Janice Janczyn Official comment

    Hi Jazmine,

     

    You can use Klipfolio's Group, Aggregate and Sort actions to produce the results you want. 

    Set your column formulas  as follows:

     

            Org ID:  OrgId

            Org Name:  OrgName 

            Sum per Org:  Amount

    then 

    • right-click the 3 dots menu to the right of the Org ID and select Group
    • right-click the 3 dots menu to the right of the Org Name and select Aggregation > First
    • right-click the 3 dots menu to the right of the Sum per Org and select Sort > Highest to Lowest

    Thanks,

              Janice

     

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