Excel formatting / formulas in Alteryx

[MHARDING]

I'm brand new to Alteryx (like 2 days) and one of the first workflows I wanted to tackle I thought would be easy but I have not been able to figure it out. I have a bank report I pull and copy into Excel. Currently I do a formula in Excel to copy one cell up into another cell then perform a couple of text to column routines.  My hope was I could build something in Alteryx to be able to do this with a push of a button. Would something like this be easier just to keep doing in Excel? I attached a sample of the bank report we receive. Basically we need to get the Store ID in one column and the credit amount associated with that Store ID in another column.

[PhilipMannering · Accepted solution]

Hey @MHARDING 

I couldn't find the Store ID for the first entry. But try something like this... (workflow attached)

[Raj_Singh1]

Hi @MHARDING 

Please see attached workflow and if it answers your query can you please accept it as solution on the option.

If you have any questions or if its doesnt answer your question then please let me know and will reply back.

Thanks 🙂

[MHARDING]

This gets me the format I was looking for! Thank you so much. Boy do I have a lot to learn!!

[PhilipMannering]

No worries @MHARDING. You'll get better with practice. This was quite a tricky one. A lot of parsing.

[Raj_Singh1]

Good luck @MHARDING  you will be fine. great tool and easy to learn. we all been through this stage 🙂. wont take you long to learn