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Excel to Alteryx with Transposing Columns to Rows

JPSeagull
8 - Asteroid

#Hi. I have been testing all kinds ways of using transpose and cross tabs and I am not able to get exactly the view I need to write data to xydb file.

 

I have three years of data in an Excel file that summarizes two values each date and it appends to the right of 11 categories. This is how sample of the data looks in Excel:

 

Date >8/8/20228/8/20228/7/20228/7/20228/4/20228/4/2022
CategorySite - TotalSite - SalesSite - TotalSite - SalesSite - TotalSite - Sales
Within 7 Days of Due54$2,104.1555$3,892.9357$3,292.99
8 to 15 Days to Due55$1,933.2854$1,786.0754$2,104.15
Up to 7 Days Past Due58$5,023.4457$3,234.6654$1,783.45
8 to 15 Days Past Due54$2,149.3056$2,257.8358$6,926.74
16 to 30 Days Past Due59$6,512.2857$4,542.7258$5,593.95
31 to 60 Days Past Due56$1,383.1656$1,383.1657$1,436.25
More Than 60 Days Past Due58$7,311.9258$7,311.9258$7,072.57
16 to 30 Days to Due78$25,223.8567$27,102.5273$34,765.12
31 to 60 Days to Due161$178,370.49127$93,458.73132$185,245.45
 > 60 Days to Due568$1,189,098.92387$872,103.19557$1,435,681.07
No Category Data176$53.00190$53.00119$53.00

 

This is how I need it to look so I can pivot it in Tableau for visualizations:

 

DateCategorySite - TotalSite - Sales
8/8/2022Within 7 Days of Due54$2,104.15
8/8/20228 to 15 Days to Due55$1,933.28
8/8/2022Up to 7 Days Past Due58$5,023.44
8/8/20228 to 15 Days Past Due54$2,149.30
8/8/202216 to 30 Days Past Due59$6,512.28
8/8/202231 to 60 Days Past Due56$1,383.16
8/8/2022More Than 60 Days Past Due58$7,311.92
8/8/202216 to 30 Days to Due78$25,223.85
8/8/202231 to 60 Days to Due161$178,370.49
8/8/2022 > 60 Days to Due568$1,189,098.92
8/8/2022No Category Data176$53.00
8/7/2022Within 7 Days of Due55$3,892.93
8/7/20228 to 15 Days to Due54$1,786.07
8/7/2022Up to 7 Days Past Due57$3,234.66
8/7/20228 to 15 Days Past Due56$2,257.83
8/7/202216 to 30 Days Past Due57$4,542.72
8/7/202231 to 60 Days Past Due56$1,383.16
8/7/2022More Than 60 Days Past Due58$7,311.92
8/7/202216 to 30 Days to Due67$27,102.52
8/7/202231 to 60 Days to Due127$93,458.73
8/7/2022 > 60 Days to Due387$872,103.19
8/7/2022No Category Data190$53.00
8/4/2022Within 7 Days of Due57$3,292.99
8/4/20228 to 15 Days to Due54$2,104.15
8/4/2022Up to 7 Days Past Due54$1,783.45
8/4/20228 to 15 Days Past Due58$6,926.74
8/4/202216 to 30 Days Past Due58$5,593.95
8/4/202231 to 60 Days Past Due57$1,436.25
8/4/2022More Than 60 Days Past Due58$7,072.57
8/4/202216 to 30 Days to Due73$34,765.12
8/4/202231 to 60 Days to Due132$185,245.45
8/4/2022 > 60 Days to Due557$1,435,681.07
8/4/2022No Category Data119$53.00

 

but the closest I can get is this: 

 

JPSeagull_0-1661789794722.png

I have to figure out how to get the columns correct as well as resolve the dates adding the "_2" and then moved over to first column. 

 

Any advice will be greatly appreciated. Thanks!

10 REPLIES 10
JPSeagull
8 - Asteroid

Thank you, @joelmiller66 ! This got me real close and I was able to get it to work by adding one formula tool to create "ownership" and "value3" column and I update the following Cross Tab tool with the new column. See attached final version! So grealy appreciated for the nudge in the right direction.

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