Hi all, How do I (i) extract data from Table A for a specific month only; (ii) create an output like Table B (that is in thousands); and (iii) create a summary of texts with references from Table B? Table A Month AlphaBravoCharlieDeltaEchoFoxtrotGolfHotelJan5001010102010302000105010601070Feb10002010202020303000205020602070Mar15003010302030304000305030603070 Table B JanTotalBravo1KCharlie1KDelta1KAlpha0.5K Foxtrot1.1KGolf1.1KHotel1.1KEcho2K Summary of texts with reference data point from Table B (bold blue texts are auto populated based on data from Table B) It is in "Jan",where there is an estimated "10" [Charlie's total - Bravo's total] more than "1020" [Charlie]. It is "940" [Golf - Echo]. Alpha: 0.5K [Alpha's total] Charlie: 1K [Charlie's total] Echo: 2K [Bravo's total] Cheers, J

Extract data, create a table & summarise in texts with ref data from table

Hi all,

How do I (i) extract data from Table A for a specific month only; (ii) create an output like Table B (that is in thousands); and (iii) create a summary of texts with references from Table B?

Table A

Month	Alpha	Bravo	Charlie	Delta	Echo	Foxtrot	Golf	Hotel
Jan	500	1010	1020	1030	2000	1050	1060	1070
Feb	1000	2010	2020	2030	3000	2050	2060	2070
Mar	1500	3010	3020	3030	4000	3050	3060	3070

Table B

Jan	Total
Bravo	1K
Charlie	1K
Delta	1K
Alpha	0.5K

Foxtrot	1.1K
Golf	1.1K
Hotel	1.1K
Echo	2K

Summary of texts with reference data point from Table B (bold blue texts are auto populated based on data from Table

It is in "Jan",where there is an estimated "10" [Charlie's total - Bravo's total] more than "1020" [Charlie]. It is "940" [Golf - Echo].

Alpha: 0.5K [Alpha's total]

Charlie: 1K [Charlie's total]

Echo: 2K [Bravo's total]

Cheers,

Input

Output

Help

Join

Preparation

Optimization

Interface Tools

Accepted answers

AngelosPachis

Hi J,

I have updated the workflow to address the new requirements. I just added a logical check (if Charlie>Bravo then more, else less)and then converted Charlie-Bravo into an absolute value

Annotation 2020-07-07 063927.png

At the moment note that the Golf-Echo field isn't used anywhere, but I think you can amend the report text tool according to your preference. I'm unaware of any extra resources about the Report text tool aside from Alteryx tutorial trial to be honest; trial and error is the best practice and if you have any questions you can always post them in the community 🙂

Cheers

example_jcsoh.yxmd

All comments

AngelosPachis

Hi J,

I think I can answer (i) and (ii) with the attached workflow. You can make it dynamic (as in allow the user to select which month he wants to filter on) by converting the workflow into an App. As for (iii) I have tried to answer that but I am not sure if that's exactly what you were after (note that Golf - Echo is negative) :

Annotation 2020-07-06 170133.png

Please let me know.

Cheers

example_jcsoh.yxmd

jcsoh

Hi @AngelosPachis, many thanks for your workflow. It works for (i) and (ii).

For (iii), is it possible in Alteryx to have specific texts that automatically state "more" or "less" depending on the output of "Charlie's total - Bravo total"?

For example if Charlie is 1020, Bravo is 1010, a statement will read like:

"It is in Jan, where Charlie is an estimated 10 more than Bravo."

For example if Charlie is 1010, Bravo is 1020, a statement will read like:

"It is in Jan,where Charlie is an estimated 10 less than Bravo."

Where can I learn about "Report Text"? Do you know any resources on this aside from the Alteryx own tutorial. Thank you.

Cheers,

Quick Links

This months top contributors

atcodedog05 19458

Qiu 15866

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703