Hello experts...
need some guidance on if this can be achieved
i have a render tool that outputs into an Excel in 2 tabs : TAB: Summary and Detail.
What i am looking for is a Column in Summary to have a Link , when clicked to go to Detail tab. (same output excel sheet).
Would be amazing to have..if when i click on the link , it filters the data in detail data by the ID from summary tab.
Summary Tab
ID | Name | Country | Active | Details |
123 | abc | xyz | Y | CLICK HERE |
345 | jaja | lll | Y | CLICK HERE |
Detail Tab
ID | Description |
123 | 1.abc |
123 | 2.location needs to be changed |
345 | transfer of duties |
345 | location change not allowed |
so basically, click on the link in summary tab for ID 123, it should go to detail tab and only show data for ID 123.
Let me know if this can be done as this is something on the output file from render tool.
Thanks
@SR -- you will need to build a template spreadsheet that you can then push the data down to with the required Excel formatting/functionality already built out. You can't build Excel functionality like that in Alteryx.
I have done this numerous times with XLSM files that handles alot of formatting/functionality for the End Users.
Read @NicoleJ 's Blob Tool Blog from last year
thank you. i looked through the blog but dont think it might work as a solution for me because my output through render tools creates 400 files based on Group Name but will keep exploring.
@SR the blob tools will create the 400 Excel files from the 1 template in a second then you can batch the data by the same grouping and pump data to the corresponding Excel that was just created. I don't really ever use the Render Tool for Excel as I prefer the VBA to handle the formatting anyways since Alteryx cant even slap on AutoFilters or anything like that. 😁
Here is a simple example I built for someone a few months ago that might help illustrate the point better.
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