Couple questions about Organizing / Exporting Data
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Good morning/afternoon/evening all,
Just want to thank everyone in here for your excellent explanations. I am learning Alteryx to revamp some reports my department uses at work and have made some good progress on a specific report, but I'm needing a bit of help on how to format a couple things.
I'm working a vendor report, which has vendor names, product names, identifiers, and some states where the products are sold. Below is a sample table drafted up of what my filtered down data looks like. I was able to concat the states, which is something that we desperately needed.
Vendor Name | Vendor ID | Product Name | Program Name | Product ID | States Sold (concatenated) |
ABC Corp | 1234 | TestProd | ABC PROD | x1234 | AZ, CA, TN |
ABC Corp | 1234 | TestProd2 | BCD PROD | y1234 | AZ |
BCD Corp | 3213 | ProdTest3 | DDD PROD | z2343 | NM |
BCD Corp | 3213 | ProdTest4 | EFG Prod | q1122 | TX |
So what I'm trying to do next is to Group by Vendor name, and would look something like this
Vendor Name | ABC Corp |
Vendor ID | 1234 |
Product Name | Program Name | Product ID | States Sold |
TestProd | ABC PROD | x1234 | AZ, CA, TN |
TestProd2 | BCD Prod | y1234 | AZ |
So basically, I'm just trying to group by Vendor Name, and display a list of products by each vendor in this format (or something similar). Unfortunately, multiple vendors may have the same Vendor ID, so i'm unable to use that as a reliable criteria to filter and sort by. One option I do plan to implement is to give each Vendor a separate internal ID # even if they are linked, as we need this split by each individual Vendor alone.
Any advice would be appreciated. I'm still pretty new to this so if there's an easier way to get there, I'm all for it!
Solved! Go to Solution.
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@ddaile17 - how about something like this?
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I didnt format the state column name for you... oops, but I think this gets you headed in the right direction. 🙂
And I didnt stack the Vendor name/ID correctly... double oops.
feels like a monday.
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Thanks so much for taking the time to put that together. Really appreciate it! Going to check it out here shortly and I'll let you know how it goes!
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Thanks for the help, this was the jumping off point that I needed to work through to building out the actual report. Much appreciated!
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@ddaile17 No problem. Glad you got it figured out. 🙂
