Help with data grouping

Hello,

First of all, I have to say I'm very new to Alteryx. I've tried searching for a solution to my problem but no luck so far, hence why I'm posting on here. This might be very simple, but I can't find a solution yet!

I need to create a workflow that allows me to summarise the top companies in our book of business by product and ranking group (e.g., Top 5, 6 to 10), sort them alphabetically, and not display company names if the group contains fewer than 5 companies (compliance restrictions).

I've attached a dummy Excel file that shows an example of the raw data on one tab, and an ideal output in the next tab.

I would really appreciate some help with this!

Thanks very much in advance!

Company groupings.xlsx

Datasets

Accepted answers

CharlieS

Hi @golfromeo

I approached this in two steps 1) filter to only groups that were a complete 5, then arranging the data like your example. I have the correct results, but I didn't replicate the output field layout exactly. Let me know what you think and we can keep working on it if necessary.