Chart of Accounts

[cireost]

Hi - 

I have a data set that has fields labeled as codes .  I have another file that shows the chart of accounts which indicates what the codes mean.  

1) How can I add the names of the fields under the codes?

2) Is there a way for alteryx to recognize that both the codes and names are fields? I don't want the field names to be recognized as records.  Maybe the option is to add the field names to the codes?  I have listed this as option 2 in the example.

Please see example provided and results tab for how i would like the final output to look.

Thanks!

[ddiesel]

Hi @cireost!

Give this workflow a try and see if it will work for you. Make sure to check the box for "First Row Contains Data" in the input for your Chart of Accounts.

[smoskowitz]

Will this work for you?

[cireost]

Thanks - if there were 2 rows of data?  how would the cross tab tool work to bring everything back?

[smoskowitz]

You could try the below if you really want ABC in the headers and Apples in row 1.

[ddiesel · Accepted solution]

In that case, you can bring in a RecordID and group by RecordID in the Transpose and Cross Tab tools.

Try this: