I have data similar to the sample below, I need to have summaries as follows:
1- six different excel files for each financial year and product i.e. 2022 P1, 2022 P2, 2022 P3, etc.
2- in each excel file, two different tabs, one includes summary be region and the other includes summary by buyer showing the total counts and sales.
Financial Year | Product | Region | Buyer | Count | Total Sales |
2022 | P1 | West | Individual | 2 | 566 |
2023 | P1 | East | Individual | 3 | 584 |
2022 | P2 | North | Bank | 4 | 2225 |
2023 | P2 | North | Individual | 5 | 2684 |
2022 | P3 | East | Bank | 1 | 22228 |
2023 | P3 | East | Bank | 2 | 5423 |
2022 | P2 | East | Bank | 8 | 841 |
2023 | P3 | Center | Individual | 5 | 3694 |
2022 | P1 | Center | Individual | 6 | 258 |
2023 | P1 | West | Individual | 2 | 36841 |
2022 | P2 | South | Individual | 3 | 288 |
2023 | P2 | West | Bank | 5 | 25 |
2022 | P3 | West | Bank | 6 | 665 |
2023 | P3 | Center | Bank | 8 | 56 |
2022 | P2 | North | Bank | 2 | 52 |
2023 | P3 | East | Individual | 2 | 11 |
I am a beginner in Alteryx, so could you please guide me with details how can I deal with this without using block until done tool?
Solved! Go to Solution.
Thanks All !
I have addition question, can I use existing templates in excel and specify the range where the summaries shall be pasted using the approach you mentioned above?