Adding an Excel pivot table to the right of data

Hello!

I searched some but couldn't find out how to add a pivot/summary to the right of my data.

My question is sort of two-pronged:

Creating a functioning Excel pivot table using Alteryx
Adding it to the right of data output

I've got a workflow (attached) that outputs data into separate Excel tabs based on the column 'Project Name'. I would also like to add an Excel pivot table to the right of the data on each tab that can be refreshed after I add more data. If that's not possible, I would settle for simply having the summary grouped by each 'Account Group' to the right of the data, separated by one empty column.

An example of what I would like as output can be found below:

Project Name	Account Group	Month	Total Costs	[blank column]	Account Group	Total
Project1	Air/Rail	Mar	100		Accomodations	1000
Project1	Auto/Local	Apr	50		Air/Rail	400.05
Project1	Air/Rail	Apr	200.05		Auto/Local	100
Project1	Accomodations	Apr	1000
Project1	Auto/Local	Apr	50
Project1	Air/Rail	Apr	200

Example.yxmd

Output

Accepted answers

ggruccio

Hi @NicC,

I think the logic you mentioned second works fine "I would settle for simply having the summary grouped by each 'Account Group' to the right of the data, separated by one empty column."

I've added a record ID to make sure that it maintains the original sort order after joining etc...but should work for you.

addsummary.yxmd

AbhilashR

Hi @NicC, if you are okay with the approach, you can manually create and retain pivots in excel and have Alteryx just update the range of excel cells that pivot is mapped to. The attached workflow is a modification of what you already had and the excel a sample implementation of what I am referring to.

The only catch with this approach is that the user will have to manually refresh the pivots in excel (ALT + F5 keyboard shortcut) once Alteryx writes to it.

I hope this helps.

Example_v2.yxmd

Actuals tabs.xlsx

All comments

ggruccio

Hi @NicC,

I think the logic you mentioned second works fine "I would settle for simply having the summary grouped by each 'Account Group' to the right of the data, separated by one empty column."

I've added a record ID to make sure that it maintains the original sort order after joining etc...but should work for you.

addsummary.yxmd

NicC

Thanks for getting back to me!

Your workflow gets me the summary but unfortunately doesn't work with the output tool I'm using. My output tool takes in a number of project names and spits out a sheet for each project name. 😕

Helpful to see how you pulled the summary into the sheet though!

Thanks,

Nic

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