Drill down capability from Summarization tool (Excel user working in Alteryx!)
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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.
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It sounds you want a visualization tool more or less.
Alteryx is data processing, not that good at Drilling or visualiazation based on my little experience.
The interactive Chart might be a bit help but not that much I believe.
So maybe Excel is a better option here afterall, though you might want to process the data then output to Excel at its final format.
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Very insightful. Thank you!
