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Request for Guidance: Building a Hierarchy P&L Report with Alteryx

Tasp21
5 - Atom

I am looking to create a hierarchical P&L report for multiple departments and would appreciate guidance on building an Alteryx workflow that can support this. My goal is to develop an interactive pivot table or dashboard that I can share with upper management to provide clear and actionable insights.

 

If anyone has experience with similar projects or would be willing to meet virtually to teach me how best to leverage Alteryx for this purpose, I would be incredibly grateful for your time and expertise.

 

Thank you in advance for any tips, resources, or support you can provide!

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