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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Create a hierarchical OKR data set

SouravKayal
8 - Asteroid

I have a data set as follows

 

 

Objective IDObjective NameObjective StartObjective FinishKey Result IDKey Result NameKey Result Start DateKey Result Finish DateTask NameTask FinishInv FlagIssue NameIssue Resolution DateRisk NameRisk Resolution Date
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 130-09-2024KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 231-12-2026KD(blank)(blank)RSK130-11-2025
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 331-12-2026KDIss0130-06-2026RSK130-11-2025
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 530-09-2021KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR5Test 213-06-202413-06-2024Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR6Test 313-06-202413-06-2024Task 201-01-2025KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR7Test 413-06-202413-06-2024Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR8Test 507-04-202507-04-2025Task 1030-11-2027KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR9Test 607-04-202507-04-2025Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR9Test 607-04-202507-04-2025Task 231-12-2026KD(blank)(blank)RSK230-11-2025

 

I want to create a data structure to set up a hierarchy in a pivot table based on parent child

 

OBJ - highest, then KR , then Task then risk issues but a unique hierrachy

 

What I want is something like this :

 

TypeNameStart DateEnd Date
FlagKD- 
OBJOBJ 0213-06-202431-12-2026
KRTest 113-06-202413-06-2024
MSTask 1-30-09-2024
RIRisk Name- 
IsIssue Name- 
MSTask 2 31-12-2026
RIRSK1 30-11-2025
IsISS01 30-06-2026

 

THe dates should be summarised as start and end with end dates only for risk and issues

 

If the KR is repeated for multiple tasks and tasks linked to risk and issues I should see the KR only once and the related task only once as above

8 REPLIES 8
SouravKayal
8 - Asteroid

How can i achieve this 

jrlindem
12 - Quasar

Can you elaborate more on how your data goes from the first table to the second?  There seems to be a lot of custom arranging where the pattern is not easy to follow.  -Jay

SouravKayal
8 - Asteroid

The Type becomes if its an objective , KR , task , risk or issue and all names must be appearing under a name column with their respective dates  as start and end date

SouravKayal
8 - Asteroid

Can anyone please help me with this ?

Imaizumi
8 - Asteroid

As @jrlindem pointed out it is not clear how you go from your data to your output. 

But if I have to take a guess, then create a batch macro that filter by your Key Result ID (I assume this is your main key).

For each Key Result ID, then create some helper columns via Formula, multi-row formula etc to generate the desired order.
Have the batch macro output each Key Result ID. You might need to create some helper Key columns you can sort your data by.

If this does not solve your problem, then you need to break it more down on exactly how you get to your output so people can better understand and help.

 

SouravKayal
8 - Asteroid

The hierarchy need sto be a parent child obj being the highest parent linked KR , KR linked to tasks and tasks to risk and issues. I want to show a nested hierarchy in a pivot so need to arrange the data accordingly but struggling with the parent child relationship

jrlindem
12 - Quasar

@SouravKayal 

 

As you've laid this ask out, in my opinion, it is not solvable.  I am (and others are) not following your explanations.  The provided data and result do not appear to relate to each other with the absence of logic and context that explain how the data is transformed or summarized.

 

Consider the following (sorry for the craziness of colors):

 

jrlindem_1-1764035961714.png

 

 

You can see that from the guidance you have provided it is very difficult to track the movement of the data.  Translating this to an Alteryx workflow would require more intimate knowledge of the data and your ask.

 

I think the only way the community could help support would be for you to attach an excel document with your starting data, along with the output table, but in a way that shows the formulas and/or pivot table behavior so that we can track and attempt to replicate the logic.  Unfortunately, just providing the summarized data without the formulas would not be helpful.

 

If this is not possible, I understand, but then would not be able to provide any further support.

 

Either way, best of luck and I hope you are able to figure out a solution.

 

Cheers, -Jay

OllieClarke
16 - Nebula
16 - Nebula

Hi @SouravKayal 

If I've understood your problem, I think this workflow does what you want:

OllieClarke_0-1764343688787.png

OllieClarke_1-1764344223069.png

 

 

It's basically repeating the same steps in an iterative way, and reordering your cells. I'm not 100% happy with the workflow, as there is probably a more elegant solution, but it does at least (I think) get to the desired end based on your question. 

The container in the middle adds dummy issue and risk ("Issue Name"/"Risk Name") to Tasks/Risks which don't have them. I'm not sure if it's needed, but I thought it might be from your question.

 

Hope that helps,

 

Ollie

 

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