Chart of Accounts

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!

Chart of Accounts.xlsx

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Accepted answers

ddiesel

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

Try this:

Chart of Accounts ddiesel.yxmd

All comments

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.

Chart of Accounts ddiesel.yxmd

smoskowitz

Will this work for you?

Grouped.yxmd

cireost

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

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