Excel dropdown into alteryx

[jpmungo]

Hi All ! I would like to create a dropdown with options in alteryx. I know we have a "dropdown" option in the designer but I'm not able to reflect it accordingly. Image of the dropdown below. Is this possible?

[Ben_H]

Hi @jpmungo,

If you right click on the "drop down" tool icon in the tool palette and click "Open Example" you'll get a worked example of how to use the tool.

Following the instructions there you should be able to get your drop down working in an analytical app or macros interface.

Regards,

Ben

[jpmungo]

Thanks Ben! It was useful, although I was not able to set the dropdown. I'm absolutely new to the tool and did this first flow yesterday. I will try to dig further. 

Thanks.

JP

[Luke_C]

@jpmungo Maybe if you can share a bit about your use case we can help? Are you building a macro or an app?

[jpmungo]

Hi Luke, sure. I do not know the difference around building a macro vs an app. Basically the output is an excel file with a number of columns, and in one of them I want to provide the user this dropdown where the same can select an option accordingly. Options from the dropdown below:

Convert to FTE

Convert to Managed Service

Offboard FTC - replace with new FTC due to tenure

Offboard FTC - replace with new FTC with RTH

Offboard FTC - role no longer required

Offboard FTC - transition work to existing FTE

Offboard FTC - transition work to new FTE

Retain as FTC (no end date)

My issue/concern, is that I do not know how to add this dropdown in one of the columns of the output. I can provide the output if needed.

Thanks !

JP

[Luke_C · Accepted solution]

Hi @jpmungo 

To be clear, you want the resulting excel output to have a dropdown in a cell? That's not really supported functionality of the output tool. The dropdown tool in alteryx is to facilitate interfaces in apps/macros. 

Is this list of options static or dynamically generated in the workflow? If static, I'd suggest outputting to a template that already has the dropdown in it. If dynamic, you can output it to a separate sheet of a template and have the dropdown pre-configured in a template to look at that output range for the options.

There are plenty of topics here on how to output to a template, here's one below.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Output-into-existing-excel-template/m-...

[jpmungo]

Thanks a lot Luke !