Hi, all. I am looking for a way to drill down into data that I have grouped using the summarization tool. Essentially, I am trying to replicate the functionality in Excel where you can create pivot tables and then double click a summarized output to see a detailed drill-down on its own sheet in the workbook.
I am working with transaction data that I have successfully grouped by customer and date, and I have calculated the sum of transactions for each day. Now, I want to drill down into those numbers to see all of the transactions that make up that one day's total.
Is there a way to do this in Alteryx? Or would I be better just working in Excel with Pivot Tables?
Thank you!
Solved! Go to Solution.
Hi @katieshore. I am moving your post to our Designer Discussions board for more visibility. 😉
Hi @katieshore
While Alteryx is probably the best tool for 3 P's of data science, Preparation, Prediction and Prescription, it is not a top tier visualization tool. There is no way to perform drill downs of raw data other than the basic capabilities found in the the Insight tool.
Dan
Thank you, Dan! This worked beautifully in Power BI!