Convert a Table , move information and rows

[Danilo9017]

Hi Guys 

I basically should modify the layout of my table. This is the visual of input 

You could see that report gives me a visual of invoices by client: 

In the first section we have : number of the client ("200320"), name ( "Luan SRL") Category (AGEN IT). 

then document date , amount and buckets  for each client. 

I need an output in different format : I need to copy and the paste  "category field" (AGEN IT , REST IT)  for each customer invoice  of the client. 

Is it possible to do it with Alteryx? 

Danilo 

[christine_assaad]

Hi @Danilo9017 

See attached solution. You will need to use couple of multi row formulas to correctly attach each group to its records. Hope that helps. Cheers!

[binuacs]

@Danilo9017 one way of doing this

[grazitti_sapna]

@Danilo9017, here is another way of solving this problem.

Thanks!

[Danilo9017]

Hi Christine 

It is a wonderful solution thanks. 

I just need a little further help really sorry for the annoyance

I have some additional information on my input : 

In this case i don't know why the workflow doesn't give me the right solution (i presume because in the field account  "IT-Epipoli", "ITSIXTH", are not numbers value) 

solution from alteryx  workflow

Instead i should have this solution : 

Really sorry for the annoyance!! Is it possible to help me? 

Danilo 

[christine_assaad]

Hi @Danilo9017 

Please see attached. I updated the formula to consider numeric values as well as All CAPs words with optional "-".

Please accept it as solution if it satisfies your needs so it's available to other users with similar challenges

[Danilo9017]

Hi @christine_assaad 

It works thanks!!. Please don't hate me. It gives basically the same problem before with this new final group of customers, i really don't know why since they seems numerical value to me 

Really sorry for the annoyance on that 

Danilo 

[christine_assaad]

Hi @Danilo9017 

I'm not going to hate you :)

We will just need to understand the different formats of Account. Based on what I've seen so far, it could be purely numeric or purely text or mix of both. is this a fair statement?

[Danilo9017]

Hi @christine_assaad 

Thank you :) !! Yes i confirm :  it could be purely numeric or purely text or mix of both. 

Danilo 

[christine_assaad · Accepted solution]

Thanks @Danilo9017  for confirming. Please see attached and below.