Filterable Report Output

[ijurgensen]

I'm trying to create a filterable excel file as an output to my workflow. The top section would have the main data of the report, and must be filterable. Below that table would be one line that changes each time the report is run (but must remain no matter what filter options the user selects). And below that is another table summarizing and compiling key insights from the data itself.

Is there a way to build the workflow so that the end product creates an export to Excel that has these three distinct areas on one tab? I'm trying to build this so that I don't have to do a bunch of formatting in excel every time I run the report.

Thank you!

[atcodedog05]

Hi @ijurgensen 

Are you looking to build an alteryx app to generate the report ?

[ijurgensen]

It doesn't need to be an app, as I'll be the only person using it and I'll need to change certain elements of the input data each time.

[atcodedog05]

Hi @ijurgensen 

Alteryx cannot output excel with filters in it.

So you need to do filtering before itself.

[ijurgensen]

Oy ok. Can I export the report as described, but add my own filters?