Creating a Drill Down Table Structure in Alteryx

Hello

I am new to Alteryx and just started learning it. I am trying to build a Drill Down Table Structure in Tableau through following below link:

https://www.phdata.io/blog/how-to-create-a-drill-down-table-in-tableau/

I successfully built it in Tableau but I am facing few but important limitation challenges in Tableau. So thinking if I can build an Alteryx workflow for the same which could help me in overcoming my challenges. The only difference between above information and my visualization is that I have textual data which like paragraphs. This data is shown in Quarterly manner which means I have different quarter columns instead of one single column in the paper.

Also, there can be a situation that my Level 3 could have more than one paragraph. I want to be able to give conditional color formatting to my paragraphs in a single cell.

Secondly, I need to attach few symbols at the start of my paragraph in Tableau

Lastly, I need my cells to have fit width capability so then long paragraphs would have bigger space as compared to others

can someone please help me in knowing if this is possible with the help of Alteryx and please guide me in building a workflow?

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caltang

That is dependent on Tableau's interface as a dashboarding tool. It takes in data and sets a hierarchy based on the dimensions. The level of detail feature is something only a dashboard can do if you wish to interact with it.

If you wish to create something static on Alteryx, that's possible. Other than that, I don't think your request is possible at this moment.

jerry239

Thank you for looking into this, I can understand this type of functionality can be only done in dashboard part but can we at least do something which will help me in overcoming the limitations that I have been facing in Tableau?

caltang

Hey @jerry239 - I had a look and tried to follow your format.

Let me know if I'm close - I think it still needs a bit more tweaking but I get your general idea. Otherwise, if you can, point to me the fields you want from the Orders tab in the Superstore dataset.

For_Jerry.yxzp

jerry239

Hello @caltang

This looks similar to what I need in the view and yes you are closer to the solution. (Really grateful)

caltang

Hey @jerry239 ! I had some time and took a stab at it. I also made sure to unique the rows for you so you get values which are unique thereby not needing to concatenate in the pivot.

Let me know if this works. If it doesn't, let me know also and then I guess it's back to the drawing board on what you really want/need.

For_Jerry.yxzp

jerry239

Hello @caltang

Thank you so so much for looking into my query. I am trying to test the workflow output in Tableau and at the end, I used my output as Tableau Hyper file. But, I am not seeing any data in the file. Could you please help me in guiding what am I doing wrong so then I can use my table structure in Tableau and test it out?

Regards

Jerry

caltang

Hi Jerry - Render to Output is not possible because it’s not in the list of render outputs for hyper. Unless you convert the Excel file output into an input then output to Hyper or download the Tableau Connect tool on Alteryx Gallery. Try that & let me know.

jerry239

Hello @caltang

I didn't connect it to Render but I directly connected it to the output of the union as Tableau Hyper file. Also, tried to use Render and it took a Temporary Excel file as an output. I want to specify the output location, how do I do that?

Can I directly use a tool which will give me an output from Alteryx?

jerry239

@caltang

sadly, I don't have my personal laptop right now and I can't even re-upload your shared workflow from my office worksystem. So, if you refer the last workflow which you shared with me, in the end we use a 'union' tool. From that, there are two outputs one is the 'browse' tool and the other one is 'render' tool. Because I wanted my output file to be Tableau extract file, so I connected the output of union tool to a standard output tool and set the file format to Tableau Hyper file and when I run it, it runs successfully. But when I opened Tableau to start working on the data, there's no data showing up from the extract of the Hyper file and just two lines coming in one column. Also, when I try to look at the output of my final table structure in the browse tool applied at the last of the alteryx workflow shared by you, I only see two lines which say, 'Table - View Browse Tool Report Tab'. My data is so heavy and I am not finding any solution.

I hope this explanation will help you understand my issue. Please please help me.

caltang

No need to apologise @jerry239 - I’m currently away on a business trip from my personal computer. But like I said, you cannot output with the normal Output tool.

You need to go to REPORT tab above, then choose the Render Tool and replace the Output Tool with the Render Tool.

In the Render Tool, choose the output type as permanent and choose Excel 97, and you can save it anywhere you want.

Once you output it, make a new workflow - read that file as an input, then use the Output Tool to Tableau Hyperextract. You can then put it to Tableau.

Please follow like above^

caltang

I Will be back by Thursday, let me check it out then for you - my apologies!

caltang

Hey @jerry239 - I've grouped them and used Sales instead as an example to better showcase Alteryx's capabilities.

Luckily, I too have Tableau on my Local PC. I can't send it across here due to community limits, but here's a screen capture:

Your concern on the row merging if they are the same field should not be done on Alteryx or Excel, rather, Tableau does so more elegantly.

If this doesn't help, then I don't think I can assist further - I need more clarity on what you can do, and with your limitations on uploading your work - I cannot go further beyond than what I have already done for you.

-Cal

For_Jerry_v2.yxzp

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