Creating a Drill Down Table Structure in Alteryx

[jerry239]

Hello

I am new to Alteryx and just started learning it. I am trying to build a Drill Down Table Structure in Tableau through following below link:

https://www.phdata.io/blog/how-to-create-a-drill-down-table-in-tableau/

I successfully built it in Tableau but I am facing few but important limitation challenges in Tableau. So thinking if I can build an Alteryx workflow for the same which could help me in overcoming my challenges. The only difference between above information and my visualization is that I have textual data which like paragraphs. This data is shown in Quarterly manner which means I have different quarter columns instead of one single column in the paper.

Also, there can be a situation that my Level 3 could have more than one paragraph. I want to be able to give conditional color formatting to my paragraphs in a single cell.

Secondly, I need to attach few symbols at the start of my paragraph in Tableau

Lastly, I need my cells to have fit width capability so then long paragraphs would have bigger space as compared to others

can someone please help me in knowing if this is possible with the help of Alteryx and please guide me in building a workflow?

[caltang]

Hey @jerry239 - I had a look and tried to follow your format.

Let me know if I'm close - I think it still needs a bit more tweaking but I get your general idea. Otherwise, if you can, point to me the fields you want from the Orders tab in the Superstore dataset.

[jerry239]

Hello @caltang 

This looks similar to what I need in the view and yes you are closer to the solution. (Really grateful)

[caltang]

Great! Let's go all the way to solve your need. What else do you require or is that all for now? If that's all for now, appreciate if you could mark it as an accepted solution to close the thread.

Thanks!

-Cal

[jerry239]

hey @caltang 

I have a doubt:

the statements that you brought together for one product id with comma separated, would I be able to make them different cells in my Tableau and color code them differently and the product ID will be shown as one cell against those two different cells? I have attached the image which I am referring to

It'll be great if you can give me an idea for my final output in Tableau.

[caltang]

You’re basically showing the same picture…

The reason I brought them together is because you didn’t tell me how you’d like to handle them in the first place… 

there will be instances where your data contains concat remarks like that. Question is, do you want to split each one to it’s own row?

[jerry239]

Hello @caltang 

if we can color code the background for different statements in one single cell then I want them like this only but if we need to color code them differently then I need to split them to their own row and showing them against one single call of Product ID. This way I should be able to conditionally format them in Tableau.

[caltang]

That's a bit hard to do even with the report tools on Alteryx I'm afraid. Just too many unique outcomes, we cannot account for them all. Better we split them into rows and feed it into Tableau for it to colour code it.

What do you think?

[jerry239]

Hello @caltang 

If we split the statements to it's own cells, would it be possible for them to be displayed against one single cell of their respective Product Id? Like an Excel merge and center on Product ID like I showed you in the image? If this is possible then I believe we should go with splitting feature.

[caltang]

That is possible with the report tools. https://community.alteryx.com/t5/Engine-Works/How-to-Create-Merged-Cells-in-Reports-Part-2/ba-p/9787...

I'm quite pre-occupied at the moment, perhaps you can take a stab at it - helps you learn as well. Otherwise I can only attempt this later once I'm done with my real work.

[jerry239]

Hello @caltang 

Thank you for the link and it's very descriptive but I got confused as in where should I inculcate this solution in the workflow which you shared with me yesterday. I have been trying to understand it through reading both the workflows but seems like my mind isn't helping me to merge them as per the requirement. Could you please help once you get time?