Alteryx Designer Desktop Discussions
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Hello,
I have a report that I am working on and am having trouble getting started. I am strong with Excel and I’m having difficulty envisioning how to do in Alteryx what I could easily do in Excel. Of course, building this in Excel is easy for me however there is so much data that it becomes terribly slow hence the interest in utilizing Alteryx. I have attached a sample workflow but will try to illustrate what I am trying to accomplish via Excel below.
Columns A-G provide the structure in which the report needs to be laid out. Mostly, focusing on C-G. I added A and B to give some complexity in the SUMIFS formula (I’ll explain in a sec).
In my workflow, I have a text input with the structure of the report. The second text input is sample data that I put together (columns Q-T below). The report that I am trying to generate is in blue …. Mirroring the layout of columns C-G. I put it all in once sheet for screenshot purposes so it can all be seen at once. So, in Excel, I simply used a SUMIFS formula to match the store, dept, and account. Column C corresponds to column I. Column D will correspond to column J and so on. Hopefully this make sense. All I would have to do in Excel is hide A-G (which drives the structure of the report) and I would basically have the report I need. Is there a way to do this in Alteryx that is not overly complicated? Ideally, I would like to take the structure input text (A-G below) and use a formula tool to add columns H-M and use formulas to pull in the amount from the data input. I could later use a select tool to deselect A-G and would ultimately have my report. Though I’m not sure it’s this simple in Alteryx?
Solved! Go to Solution.
