Inventory Monthly Balance - By Customer

Question

I have the following spreadsheet that I want Alteryx to write to. For confidentiality, I cleared the spreadsheet of all specific data. I know how to make Alteryx output the product description tied with each customer. What I don't know how to do is for each product, I need to list the following text after in the same column as the customer name.

Is there a way for Alteryx to after all the customer's are listed for each product, manually input these rows in the same column:

Open Sales

Current Stock

Inventory Receipts - Not on Water

Inventory Receipts - On Water

Any assistance would be greatly appreciated!

Example.xlsx

adpinter · Answer

This did get my wheels spinning but the solution above doesn't work when you have multiple products. I should have specified that the example spreadsheet will have that same format for each product. It's goal is to list for each products all the customers we have and give a inventory balance on a monthly basis. Thank you for the help though!

AngelosPachis · Answer

Hi @adpinter ,

What if you use a text input tool that only contains those 4 rows under a field called Customer name and union that to your main data table?

Text Input:

In the union tool, you can set to stack the table based on the field names and set a specific output order so the data table that comes from connection #1 comes first, followed by the records from connection #2.