Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

How to generate hierarchy P&L report

yychim
7 - Meteor

Hi Community,

 

I am currently facing difficulties in creating a hierarchy Profit and Loss (P&L) report with multiple tabs.Please kindly guiding me through the process and sharing any relevant learning materials that might be helpful.

 

Thank you in advance.

 

Input source data like this:

 

yychim_0-1711671317264.png

 

 

I want the expected Output:

yychim_1-1711671317223.png

 

yychim_2-1711671317235.png

 

yychim_3-1711671317268.png

 

 

2 REPLIES 2
DanielG
12 - Quasar

@yychim  -- I don't have time to do up an entire workflow, but you basically just need to build it out in section and then union all the parts together with layout tools to get it looking how you want.  I did a mock up for the first section to give you an idea of how I'd do it.  Hope this helps.  🙂

 

 

yychim
7 - Meteor

Thx Daniel. That's what i want.

 

But do you know how to do the formatting to make it like what exactly i want. 

 

 

Currently it looks like this

Screenshot 2024-04-06 130800.png

not like yychim_3-1711671317268.png

Labels