Adding headers to multiple groups of measures

[JennyRuns24]

Hello,

Does anyone know how I can add two more different headers above these two groups of measures? For example, the first group of measures would have a header tilled "Billed" and the second as "P&L". To be clear, I want to keep the headers that are circled. I then need to pull the output into Tableau and apply currency and percentage formatting where needed.

Thank you

[ShankerV]

Hi @JennyRuns24 

Yes, have you tried the Basic Table tool.

With the help of it, you will be able to achieve it.

Many thanks

Shanker V

[ShankerV]

@JennyRuns24 

One way of doing this, hope you are expecting the output like this.

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

[JennyRuns24]

Thank you! I ultimately want to pull this into Tableau. Would that be possible with this? 

[ShankerV]

Hi @JennyRuns24 

Try pulling this in Tableau, if it works I am fine.

If not let me know, will try to amend the workflow according to Tableau input.

Many thanks

Shanker V

[JennyRuns24]

Hello,

Tableau won't accept the same column name over more than 1 column.

[ShankerV]

Hi @JennyRuns24 

Please share the output format you are expecting, will amend the workflow.

It is very difficult to visualize the output from the sentence explained.

Create in excel format (or any format) on the output expected and share please.

Many thanks

Shanker V

[ShankerV]

Hi @JennyRuns24 

I visualized as per the below required to create header "Billed" and the second as "P&L"

Couldn't visualize more, please share the output expected.

Many thanks

Shanker V

[DataNath]

@JennyRuns24 are you after something like this?

Tableau works best with tall data structures and so to prepare this .hyper I took the following approach of:

1) Assign a RecordID to help split individual lines in Tableau (although you could just disable aggregation and leave this out)

2) Transpose the data to bring field names alongside their values

3) Create an additional [Main Header] field that assigns the 'Billing' and 'P&L' labels as necessary

4) Output to a .hyper file

Hope this helps!

Edit: It's also worth noting that you can do this pivot directly in Tableau and then create a calculated field based on the Name field. However, thought I'd do so in Alteryx as you're obviously doing prep there!

[JennyRuns24]

I appreciate all of your help! I attached an excel workbook. Again, I am looking to create this and get this into Tableau. Thank you again!