I can't quite get my head around the Multi-Row formula tool for my data. I'm trying to keep only one of two rows of data per employee per range of dates. The image below shows the input data with the values I want to keep highlighted yellow.

Attaching data that has a tab for the desired output as well.

Hi Community - In the sample excel, I have a few lines of the same invoice. I want to summarise it together into a single line with the Tax Rate as SGST and CGST coming under two columns. I tried using summarise and cross tab, but it is coming into two lines instead of one. Can someone please help?

I used to use a combination of the table tool and cross tab tools to create 2 lines of headers in my reporting tools.  It worked up until 2024.2 Patch 7?  I submitted a ticket with Alteryx and they told me it was fixed in 2025.1.  We've finally been able to upgrade and it's still not fixed.  While I wait for Alteryx to figure out a fix, does anyone have an alternative?  

The excel file has been cleared of numbers but you can see how the formatting used to come out vs now.  I've also attached a sample workflow where the properties disappear at the cross tab tools.

Hi Team,

Hello, team

I need your help to figure out an easier way to split the data from 1 row to several rows. I have an Excel file that shows the drug that was shipped to clinical sites. However, some rows have multiple site numbers in the same row. I attached an example. I need to split the site numbers in different rows. For the attached example, I have 2 rows of data for 4 sites that received 2 drug lots. Instead of 2 rows, I need to see 8 rows, each row showing a different site @#.

What I did was use the Select Records and Text to Columns functions but I was wondering if there is an easier way. The file I have is fairly small, just a few hundreds of rows so the Select Records and Text to Columns was the easiest way for me because I could check the data easier (visually), however if I have a huge file I am not sure this is the best way to go.

Does anyone have a better idea?

Thanks,

Ioana

Hi 

I have the data as attached for 5 year. I need to calculate Each month average. for example for Jan 2025 - The average should calculated by Dec'24+Jan'25/2 and for Feb'25 it should be Jan'25+Feb'25/2 and for all the years data it should calculate in this way

How to Acheive this through Alteryx? Can someone help me out it this?

Hello Professionals,

I'd want to thank all professionals who helped me when I was stuck while studying for Alteryx Designer Core. I'm unsure if the next step is Alteryx Designer Advanced, but I'd like to continue learning more about Alteryx. Any advice and instructions on what sources to learn and practice is very much appreciated.

Thank you,

Dear all, I have several excel formulas that I want to translate to Alteryx. I tried to adopt Multi-row formula to update the row, however, the dependency between each field would cause difference answer after I reapply the formula.

e.g. 

but Avg price and Amount c/f  are newly created from the original data set

Appreciate if anyone is willing to give a helping hand, thank you so much.

Hello - thanks for the help in advance. 

I have cells that follow this format:

qual RES1 'Restaurant' = 'Five Guys/Burger {US}'
qual GY1 'Gym' = 'Planet Fitness'
qual LOC1 'Location' = 'New York/{Bronx, Brooklyn}'
concept 'Example 1'

where 'School' = 'Syracuse University' 
  and RES1

  and 'Meal Type' = 'Dinner'

concept 'Example 2'
where GY1

  and 'Day' = 'Wednesday' 

  and LOC1


Above is just an example, but all my cells will follow a similar format. What i need done:

I want all of the qual values at the top to be replaced by their full values throughout the cell. So if in the cell, there is a reference to GY1, I want it to read 'Gym' = 'Planet Fitness'

So in the above, my desired output would look like:

qual RES1 'Restaurant' = 'Five Guys/Burger {US}'
qual GY1 'Gym' = 'Planet Fitness'
qual LOC1 'Location' = 'New York/{Bronx, Brooklyn}'
concept 'Example 1'

where 'School' = 'Syracuse University' 
  and  'Restaurant' = 'Five Guys/Burger {US}'

  and 'Meal Type' = 'Dinner'

concept 'Example 2'
where  'Gym' = 'Planet Fitness'

  and 'Day' = 'Wednesday' 

  and 'Location' = 'New York/{Bronx, Brooklyn}'

Please note the three quals above are examples and my quals will be different, however they will follow the same format and be at the top of the cell. they represent a key that is referenced throughout my cells. I want basically a find and replace done with the qual values throughout the cell. 

Hello everyone,

I hope you are doing well ! 

I have a really important question,

Is there any way to do this in Alteryx ? 

Thank you in advance.

How to exclude weekends in the "Hours_Since_Assigned" calculation in the attached workflow

How to configure the attached table from the given data?

Status Domestic Count Domestic % Latam Count Latam % Other Count Other % Total Count Total Percentage
UW Queue 0 - 0 - 12 2% 12 2%
SLA Not Met 3 6% 0 - 82 18% 85 16%
SLA Met 58 96% 3 100% 401 82% 462 82%
Total 61 100% 3 100% 495 100% 559 100%

I have used python tool to collate data from multiple files to process in the workflow. When I checked the output some columns have shifted to right in the excel output like below. I want to know how to rectify this. There are lot of records so I'm finding it difficult to come with some logic to do this.

Hi,

I need your help.

I need to get a formula: PPC Net (PPC-CTR-LRMI) and PPC Net Plus (PPC-CTR-LRMI-Steel). But we do not have the market effect "Steel".

I transform my levers (PPC, MCP, VAM, etc) and Market Effects (CTR, LRMI, Steel). and after that I used the formula to get the value of PPC Net and PPC Net Plus.

But is not working cause they are not in the same row. Are in different rows...I have several LCs and several countries. I just attaching an example about my problem. 

Cause at the end. I cannot get my values correctly, cause they are not in the same row...please filter the month in 3. 

I noticed that the DIs are doing noise there too...seems that when PPC values appear is DIs 5. 

How can I transform that, after the formula of PPC Net and PPC Net Plus are correctly done? or how to get all values in only one row.

example: reporting unit PA GOA. PPC is 262.3 and CTR -263-2 and LRMI is -45.6...PPC Net should be 44.73. And I get only the sum of CTR and LRMI = -308.87

Flow is attached. 

Thank you

StreamIn (52) ERROR [HY000] [AmazonAthena][AthenaClientError]: ExceptionName: InvalidRequestException, ErrorType: 130, ExceptionMessage: Unable to verify/create output bucket aws-athena-query-results-0719165104-us-east-1¶OdbcException¶   at System.Data.Odbc.OdbcConnection.HandleError(OdbcHandle hrHandle, RetCode retcode) ¶   at System.Data.Odbc.OdbcCommand.ExecuteReaderObject(CommandBehavior behavior, String method, Boolean needReader, Object[] methodArguments, SQL_API odbcApiMethod) ¶   at System.Data.Odbc.OdbcCommand.ExecuteReaderObject(CommandBehavior behavior, String method, Boolean needReader) ¶   at System.Data.Odbc.OdbcCommand.ExecuteReader(CommandBehavior behavior) ¶   at org.ForeSight.Tools.Athena.ExecuteScalarQuery(String dsn, String query) ¶   at org.ForeSight.Tools.LakeFormation.GetStagingLocationUri(String odbcDsn, String prefix) ¶   at org.ForeSight.Alteryx.StreamInEngine.WriteData() ¶   at org.ForeSight.Alteryx.StreamInEngine.II_Close() ¶   at SRC.Alteryx.GenericIncomingConnectionHandler.II_Close(GenericIncomingConnectionHandler* )

Hi!

I have an input file that contains both Current Year and Prior Year columns. Initially, I populate the Prior Year column with the values from the Current Year column using a Formula tool (by selecting the Prior Year field and setting it equal to [Current Year].

Later in the workflow, I bring in another data source to populate the Current Year column with updated values. However, after using the Join Multiple tool, the original Formula tool appears to shift and starts referencing the new Current Year column instead, causing the Prior Year values to change.

How can I keep the original formula static so that the Prior Year column retains the original Current Year values and does not get overwritten after the join?

Hi All,

I'm seriously stuck as to how I would approach this. 

I have a data base that has multiple lines that have to be consolidated.  I feel like a multirow + a multi field tool could accomplish this task but I have never used those tools.

There are multiple examples of logic in the attached excel examples.  I don't even know where to start. Any help would be much appreciated, I'm drowning and the deadline is within 2 days.

I currently have a .txt file with over 600 columns and a separate excel file that has column names and lengths for each field. Is there a way for me to use the excel file to define the fixed lengths for the .txt file when importing into Alteryx? 

I've tried reading it in as a fixed width text file, but it only gives the option of manually defining each field name and length on an interactive slide bar or importing a Flat ASCII file with the Field Settings. 

Hi all, I think I may be overthinking this. I'm looking for a way to identify the duplicate rows (based off of recipient, sku, validated size) and only leave the one with the Max Qty unmarked.

Here is the data I'm working with. 

Example with the new DUPLICATE column I am trying to create.

I was thinking some combination of Summarize->Max QTY and Unique tool, but I'm not sure how to join it all back together.

Hi everyone,

I am new to Alteryx and currently working on a project with two input datasets. My requirement is to generate separate Excel output files for each unique State, where each Excel file contains 5 worksheets (tabs).

I have used Blob tools with an Excel template (for better formatting) and was able to generate the outputs. For example, when I have two States, I correctly get two Excel files, each containing 5 worksheets. However, the issue is that both Excel files contain data for all States, instead of each file containing data for only its respective State.

Additionally, my original Excel template is getting updated, whereas I would like the template to remain unchanged and only create separate output files.

I also tried using a Batch Macro to control the State, but I am still seeing the same issue where all State data appears in each output file. At this point, I am unsure how to correctly control or filter the data by State so that each Excel output contains data for only one State.

I have attached a screenshot of my workflow for reference. Any insights or suggestions on how to approach this would be greatly appreciated.

Thank you!

Hey,

I have attached same excel. My requirement is I want data to be copied from "MTI Cumulative Current" to new column "MTI Cumulative Current Previous" when I run this next month/ quarter

Say, currently value in "MTI Cumulative Current" is "181892.4" so when I run this next month "MTI Cumulative Current" will have some other value e.g.: 1234567 but "MTI Cumulative Current Previous" should have "181892.4"

This need to be done for a lot of columns, in this i have given 2 columns only "MTI Cumulative Current" and "DivReinv Cum Current"

Can someone help me do this?

Hello - I am having an issue with Fuzzy Match. 

I have a data source that looks like:

And I have a list of Names that I want to Fuzzy Match for in NAME. For Example, my text looks like

I have the second table as a Text input in my Alteryx flow. I want to Fuzzy Match for the second table values in the first table. Please not my actual data set is much larger, I am just using this as an example. 

Thanks for the help!

Hii

Looking for simpler solution in Alteryx designer for creating 2 new columns from the input data rows. 

In my attached excel file, Columns A to F will be the input data which consists of thousands of rows for different group, location, metrics and Date months.

I have also included output columns G and H in this input file just for reference to show how i want them to be calculated

is there efficient and simple alteryx logic that anyone can help me with here? to calculate these 2 output columns (Column G and H). May be someone can share screenshots of logic or required component configs here

Column G logic=
(For each metric and Location ID (If location ID is null then for  Group ID), i need to get consecutive month trigger count scanning the file in descending month order )

Example 1:
For Metric= acceptance, Location ID = 100 , i need to calculate for each month row, i need to go back to consecutive previous date and see if it is present and count how many present

So Data row 1: Date= 2025-12. i See there is 1 consecutive month (2025-11) is present for Acceptance metric and Location id 100, So for this row 1, column G value should be 1

Data row 2: Date= 2025-11, i dont find consecutive previous month for same metric and location id (month 2025-10 is not present). so here Column G is 0

Example 2:
For metric= 'acceptance', when location id is absent, then i need to calculate for Acceptance metric for ex. for group id= 2, for each month row, i need to go back to consecutive previous date and see if it is present.

So Data row 8: Date= 2025-09. i see there are 2 consecutive previous months present for same metric and group id (2025-08, 2025-07 both present) , so here value of column G = 2 

Column H logic=
with same approach i need to calculate this for each row at metric and location id level (if location id is null then at group id level).

Here i need to count total occurances in last 12 month window for each row

example 1:
Data row 1: Date = 2025-12. For Location id 100 and metric=acceptance, i need to calculate occurances from 2025-01. I see 4 occurances (2025-12, 2025-11,2025-09,2025-07). So for row 1, value of column H will be 4.

example:2
Data row 19: Date = 2025-10. There is no previous date row for metric=acceptance and group id=5. only current row. So value here for column H = 1

Same logic for 'Stale' metric rows

I need to concatenate the following columns to have an end result of 

Column 1        Column 2

API value1        QRA-ENLPI-KEA-CWSET-CWSH-DOMP-RESV

API value2        QRA-ENLPI-KEA-RESV

I've tried the methods located in the community via search, but it's not coming out quite right, so I'm doing something wrong possibly. When the column is blank or null it needs to skip it in the concatenation. I keep ending up with the headers concatenated so every API entry looks exactly the same.

What am I missing?

Hi all - I am working on one of the weekly challenges, challenging in itself but I'm there... or almost.  

I have the attached output and all I need to do is move the 1st row to become a column header.  I can export to excel, reimport and use the settings in the input tool but surely there is a better, less messy, solution?!

Thanks all!

Mark  

Hi Everyone,

My output will look like the below, I need to group these balances into different sheets, balance1 on sheet1 and so on. The name of the account will not be specific as it changes daily so it should be dynamic. Any easy way to do this? Thank you!

Hi All,

How can I put space after grouped accounts and put "Total" on the total amount row. See below sample. Thank you.

Hi,

I have a file name Detail data.xlsx from which I have to pick 'Dep of reptg mnth' column and search that in

hierarchy.xlsx file when I get that 'Dep of reptg mnth' in that column, I have to search vertically in data till P001 according to our 3rd file which is SBU file.

What ever SBU ID we have in this file according to hierarchy file we have pick it's SBU name 

How can we do this?

Example

I pick '91205' from Detail data file

then i will search that in hierarchy file

in hierarchy file you will see 5 hierarchy ID (Column B to columnF), we have to check all the 5 ID till P001 in SBU file

so, we will see '43334' in SBU file attached then we have to pick SBU Name in front of that, like in this case it's 'OO'

Can someone help me create this macro?

I have attached files for the same 

I have uploaded 1 file Hierarchy_Template which is Input file in this.

1st we have to put filter on Type = Profit center

Then we have the data which will pick ID.

Afterwards we need to pick "ID" column value say "74226" then we will pick it's Parent ID "43420" this will be hierarchy 1

and then we will search 43420 in "ID" column again and pick parent ID "43388" this will be hierarchy 2

again we will search "43388 in "ID" column and pick parent ID till we get P001

which searching till P001 we will remove filter of Profit Center

and then it will pick next "ID" after putting filter of Profit center

Is this possible in Alteryx?

Can someone help me creating this workflow?

Hello,

I have a table that has City, State, Start Date, and End Date. I'm using the Generate Row tool to generate a row for each date between the start date and end date. However, what I'm finding is that it's changing the City names, so even though the original row said Los Angeles, some of the new rows will say LosAngeles (removing the space) or Los  Angeles (adding an extra space). Here is how my Generate Rows tool is set up. How do I fix it so it's not changing any fields and just adding the dates.