Adding headers to multiple groups of measures

Hello,

Does anyone know how I can add two more different headers above these two groups of measures? For example, the first group of measures would have a header tilled "Billed" and the second as "P&L". To be clear, I want to keep the headers that are circled. I then need to pull the output into Tableau and apply currency and percentage formatting where needed.

Thank you

Workflow

Accepted answers

DataNath

@JennyRuns24 could perhaps handle this with another statement in the Formula tool that will transfer the numbers for you based on the requirement? I've obviously just guessed at what needs changing here but you could edit the statement to suit your needs:

Tall data demo.yxmd

All comments

ShankerV

Hi @JennyRuns24

Yes, have you tried the Basic Table tool.

With the help of it, you will be able to achieve it.

Many thanks

Shanker V

ShankerV

@JennyRuns24

One way of doing this, hope you are expecting the output like this.

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

Adding headers to multiple groups of measure.yxmd

JennyRuns24

Thank you! I ultimately want to pull this into Tableau. Would that be possible with this?

DataNath

@JennyRuns24 are you after something like this?

Tableau works best with tall data structures and so to prepare this .hyper I took the following approach of:

1) Assign a RecordID to help split individual lines in Tableau (although you could just disable aggregation and leave this out)

2) Transpose the data to bring field names alongside their values

3) Create an additional [Main Header] field that assigns the 'Billing' and 'P&L' labels as necessary

4) Output to a .hyper file

Hope this helps!

Edit: It's also worth noting that you can do this pivot directly in Tableau and then create a calculated field based on the Name field. However, thought I'd do so in Alteryx as you're obviously doing prep there!

Tall data demo.yxmd

JennyRuns24

This looks great...Thank you!

I was able to create something like this, but then ran into an issue on formatting. How can I format both currency and percentage to where they apply?

JennyRuns24

This looks great, but how do I apply currency and percentage formatting to the appropriate columns? Thank you!!

DataNath

Tall data demo.yxmd

JennyRuns24

This worked. I was able to create calculated fields for each in Tableau, convert them to measures, and give them the format needed. Thank you!!

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