I am looking to use this data attached and I want it to be useable in Alteryx, so every line item needs the name and check date dragged down so I can filter on things such as "John Smiths, 9/20/2024, Client 401k"
Any suggestions?
Solved! Go to Solution.
The Multi Row Formula tool will be your best option - one for each column! Solved: Use multi-row formula to copy down - Alteryx Community
Thank you so much!