Pivot Data

Question

I have created an Interface Workflow that outputs the data table found on the Data Tab in the attached excel sheet. Saved an excel copy for sample purposes. I am looking to create the Pivot sampled in the excel sheet as well in Alteryx. Through my research and trials I am not able to create the same Pivot inside Alteryx. Is this possible with the layering of rows? I have attached the yxwz file as well just in case.

Alteryx Open Box_Data_File.xlsx

Open Box Interface.yxwz

apathetichell · Answer

Sorry - I opened the excel output in Alteryx where I obviously couldn't see the dropdown/pivot options that you want. Also - update value and update cell work differently...

As far as pivot expansion/allowing an interface for dropdowns the best way off the top of my head may be to wrap everything in an iterative macro. The dropdown pivoting would be in a batch macro called by the iterative macro which would run until the end user opted out.

Allan_F · Answer

The Action Tools are there for my Leadership Team to select their own date range for the output. This Workflow is published to our Alteryx Gallery for anyone to run. The Action Tools allow them to select dates, which those selected dates then replace text string in the SQL Query within the Dynamic Input to query the selected dates in our SQL Tables. The Workflow does everything it needs to, looking to output a pivot table rather than build one off the data file.

When I use the Summarize Tool the output is not layred rows like a Pivot Table, attached the sample Summarize Output.

Summarize OB.png

apathetichell · Answer

Just started looking at your workflow - for starters - you should change this:

start and end are strings - you are using action tools to put dates into strings columns without converting them and your next formula uses the values in cell 1,2 and cell 1,3 as dates - but they can't be if the original values in those cells were strings.

I think what you are trying to do isn't a pivot in Alteryx - it's a summarize by group (in your case name) with a count...