Hi, I am not certain if this is possible with Alteryx but it is worth an ask.
I have below data.
Company Name | Stock Ticker | Note |
Apple | AAPL | This is a good buy. |
GOOG | This is a good buy. | |
United Airlines | UAL | This is a risky buy. |
The output I am trying to achieve would put the Note on its own line below each company in its own cell. An example output would be as follows:
Company Name | Stock Ticker |
Apple | APPL |
This is a good buy. | |
GOOG | |
This is a good buy. | |
United Airlines | UAL |
This is a risky buy. |
This can be done in Access using the report builder functionality that allows you to place specific data elements in a customized order in a report (pdf image attached).
Is this something that can be built out with an Alteryx workflow? Any guidance on this would be most appreciated.
Thank you for your time.
Solved! Go to Solution.
Hi @Link86
This can be created easily with a some steps
Workflow:
1. Using generate row tool to create 2 rows for each entry. 2nd row is where the notes will go.
2. Select tool to increase data size
3. Formula tool to change Company name and Stock ticker if its 2nd row
Hope this helps 🙂
Awesome, now is it possible to take this and put it into a report table and layout so that it can be outputted?
Yes
Hi @Link86
Here is the modified workflow you can give the output path in the highlighted field. You can also change formatting in table tool.
Hope this helps 🙂
Awesome, thank you so much. I was close on the converting to a table. Appreciate everyone's time and effort on this.