How to create groupings to collapse and expand for use in Excel

[JonaV]

Hi all,

Is there a way to create groupings in Alteryx to then be used in Excel

For example I want to group all the measure fields in one bucket and then if I click on it in Excel it will show me all the fields within that grouping. So kind of like the grouping button Tableau has already built in where you can collapse and expand to see the fields within a header (measures for example), but I want to have this done so that my Excel field list already shows it like that. Is there a way to do this?

Thank you,

[BrandonB]

Hi @JonaV 

I don't believe that the Reporting tools have this functionality built in natively. You may want to leverage a VBA script that executes after workflow run in order to accomplish this final formatting. Here is a link with information about how to do this: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Alteryx-Run-Command-Executing-Excel...