Hi,
Can anyone help how I can merge this to look like this?
Hoping for anyone help and assistance.
Thanks,
Kamen
@KamenRider I am not sure if you were attempting to attach a second item, but it did not come through. Happy to help out on this one.
Hi @rzdodson ,
Its nice to hear from you again. I have attached the dataset. Hopefully you could help me on this.
Thanks
HI @rzdodson
I would like to follow up if you could help me on this.
Thanks and looking forward to hear from you.
@KamenRider apologies for the late reply to this.
After looking at the data set you attached, I had a question for you. Are you needing the XYZ Company to show up similar to how Ultra Mega is taking up both Columns A and B, or are you needing something different than that?
Hi @rzdodson
Yes, that how it should look like. The XYZ Company should be visible, the same way as the Ultra Mega. The way you see it is as shown. That is something I have to copy coming from the excel file report we manually using.
Please let me know if you still have questions.
Sorry for this email. Just like to know any updates. Hope you can help me on this.
Hey, @KamenRider:Apologies for the delayed response - this one was a doozy. I am not sure if I have a complete solution for you - I am not tracking to Alteryx having an organic capability to merge two columns the way you are needing. However, fret not. I have a workable solution for you that I believe answers the call that will require Alteryx and Excel-based solutions.
First, the workflow:
In the second container (light blue), I did some data cleanup for you. Handled the instance where we had "XYZ" in one row followed by "Company". When transferring the data from Excel to Alteryx, these appeared on two separate rows - we know that this is supposed to be one company name.After doing some data cleansing work, I did some data blending (purple container) to ultimately get the Company sortation logic (field; Comp Sort) I need to build out the final output so I can stack the companies in the order in which they first appeared in the data set.
Finally, I built out the rendered Excel file to cluster the data at the Company level for you. You'll notice that it does not merge the two columns. That's where the Excel macro picks up.
If you have a macro-enabled file where the data gets dumped into, you can go in to your Excel file's Visual Basic settings and copy/paste in the macro file. It'll do the remaining data cleansing checks to see if there are any instances where we have duplicative table headers and delete those rows out.
Hope this helps! There is quite a bit with this one, so feel free to reach out early and often with any questions you have.
Edit: leaving two notes for this use case
What a fascinating work! Actually we are going away with excel macro. This design came from a macro excel and my purpose is to have Alteryx work everything. That is why I am hoping we can copy the input file I gave as the output with Alteryx so that we will no longer be pasting the results in the email but rather automating it. Is this possible?
Checking the excel file output, there are some error in the data wherein ULTRA MEGA should covered Feb 6 to Feb 22. The results shows a lot of dates included which some suppose to be for XYZ Company. The branch names are missing and maybe you have incorporated this in the macro you are talking about.
See comparison below:
Hoping we could mirror the input file and results. Please advise.
@KamenRider this should get you closer to what you are looking for.
I took the liberty of paring down the horizontal spread of the workflow by adding two standard macros in there for you: the blue one is a retooled data cleansing action based on your callout from your previous post; the second is just the Comp Sort logic to get the data back to what we are looking for the final output.
I went ahead and added a Block Until Done and Run Command combo to the workflow. In short, this will write the desired output to an xlsm file, and then the Run Command will kick in telling Alteryx to run the macro that is embedded in the xlsm file. Of note, Run Commands that are triggering other procedures can face some serious performance lag. In light of that, I am also linking some additional resources for you to keep in your back pocket.Alteryx Knowledge Base Article: https://knowledge.alteryx.com/index/s/article/Alteryx-Run-Command-Executing-Excel-Macros-VBA-1583461565312Run Command instructional video: https://www.youtube.com/watch?v=k3RqxUc25ig
Hope that gets you closer!
I have an error when I run the workflow. I think it is looking the vbs or scripts.
Please advise.
This is follow up the scripts. I think you have not attached it. The workflow is looking for the scripts.
Attachment 1: VBS file that runs the VBA macro. This is the "KR Macro.vbs" file. You'll need to create a VBS file on your PC with this prompt in it.
Attachment 2: VBA macro file that gets called
I converted the text file to KR Macro.VBS however I am getting some error as shown below. Try some searching, but unable to locate some answers. Also I would like to ask where in the workflow I am going to use the KR Macro.txt?
Is it also possible to use a table tool as output where I could get also the output I wanted to be able to send to email?
I hope we have a solution for this. Please advise.
@rzdodson
Can I ask for your assistance once again?