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
Hey @JohnDw6
Here is my solution. I split the workflow into two section. Date and Header. Did table formatting and then merge the data to generated final report.
PFA for reference.
Many thanks Amol! It is an inspiring solution.
Unfortunately, it has been challenging so far to test it on a real dataset with 16k records (workflow has been running for an hour now...)
@JohnDw6 will you be able to share some sample dataset ? I will see if I can do any performance improvement or find work around.
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 1 | Account Level 2 | CC Level 1 | CC Level 2 | Allocation type | Value |
Account group 1 | Account A | CC group 1 | CC A | Type A | $10 |
Account group 1 | Account B | CC group 1 | CC B | Type A | $25 |
Account group 2 | Account C | CC group 2 | CC C | Type B | $100 |
Account group 2 | Account D | CC group 2 | CC D | Type A | $75 |
Output would ideally look like:
Value | Value | Value | Value | Total | |
Allocation Type A | Allocation Type A | Allocation Type A | Allocation Type B | Total | |
CC group 1 | CC group 2 | CC group 2 | CC group 2 | Total | |
Account details | CC A | CC B | CC D | CC C | Total |
Account group 1 | $10 | $25 | $35 | ||
Account A | $10 | $10 | |||
Account B | $25 | $25 | |||
Account group 2 | $75 | $100 | $175 | ||
Account C | $100 | $100 | |||
Account D | $75 | $75 | |||
Total | $10 | $25 | $75 | $100 | $210 |
Thanks!
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.
Hope this helps you to debug the process at some extent.
Regards,
Amol Telore