Extracting Data Help!!

[Navya08]

HI All,

I am currently working on a project where i need some assistance with data extraction using alteryx.

I have an Excel sheet with two sheets(tabs)

 1. Sharepoint Names (Sheet 1): contains sharepoint groupnames, user_ids and read url group

2. Members (Sheet 2): contains group names, members names and emp_ids

The challenge I'm facing is extracting the members of each read url group from sheet 1 and grouping them based on their corresponding group names in sheet 2

For eg: If i select the "FG_CTI_ADMIN_R" read url group from sheet 1 , i should be able to see the members of this group (ADAM C AND TOM R) from sheet 2.

I am looking how to achieve this task efficiently using alteryx , please refer sheet 3 , the output i required.

Thank you in advance to everyone!!

[rzdodson · Accepted solution]

@Navya08 here is one way to do this.

In the top layer of the workflow, I am merely getting a list of the desired headings you are wanting as their own table. In the bottom layer, I incorporated a batch macro that will create what are essentially summary tables of the data set at the SharePoint Name level that you are needing and create a singular reporting element with Summarize (22) in the workflow. Then, I combined them at Join Multiple (35) before rendering out to an Excel file.

If you are wanting to change how the report looks overall (re: your org has visualization guidelines that you need to adhere to), you would need to change settings around in the Table (34) and Table (12) tools. 

Hope this helps you out! :)

[Navya08]

Thank you so much. @rzdodson