Alteryx output for reporting

Question

Dear all,

I would like to transform a simple database to more complex output format that will be used for reporting under Excel.

Please find attached the input and output format. How would you approach such a transformation it in an Alteryx workflow? Do you think it is feasible?

Many thanks in advance for your help,
John

Input-output formats.xlsx

Amol_Telore · Answer

Hey @JohnDw6

There could be various reasons for performance issues. Since I do not have access to actual data, Unfortunately I will not be able to identify the issue and fine tune the process. But from my experience, I suspect below are the three reasons that might be causing the performance issue.

* Append Field: We are doing cross join in the process. So there is possibility that data is getting duplicated at some node in the workflow if we have not removed duplicates prior doing cross join. Please check this point wherever we are using Append Fields tool.
* Browse Tool: Disable all browse tools through workflow configuration as it takes time to render all the information and we have used it multiple times in the workflow for testing.
* Render Tool: Rendering report takes time and depending upon data volume render time may increase. As of now, I do not have any solution for this as it is default behavior of render tool. If your data is not going to change, I mean if header is going to be same all the time then you may create a template file and then write data to that template file using output data tool. This way we can reduce the render time required here.

Hope this helps you to debug the process at some extent.

Regards,

Amol Telore

JohnDw6 · Answer

Output would ideally look like:

ValueValueValueValueTotal Allocation Type AAllocation Type AAllocation Type AAllocation Type BTotal CC group 1CC group 2CC group 2CC group 2TotalAccount detailsCC ACC BCC DCC CTotalAccount group 1  $10$25  $35Account A $10   $10Account B $25  $25Account group 2  $75$100$175Account C   $100$100Account D  $75 $75Total$10$25$75$100$210

Thanks!

JohnDw6 · Answer

Thanks for your reply Amol! Unfortunately I am not able to share the dataset...

I stopped the workflow after 5h+ of running and am trying now to split the data by year, and try pivoting it, with hope of a more simple solution. Any help is welcome!

Hereafter I add a simplified version of the input/output format:

Account Level 1Account Level 2CC Level 1CC Level 2Allocation typeValueAccount group 1Account ACC group 1CC AType A $10Account group 1Account BCC group 1CC BType A $25Account group 2Account CCC group 2CC CType B $100Account group 2Account DCC group 2CC DType A $75