Multiple Header Rows need to columns.

[knamc_com]

I am back to Alteryx after a (12 month) reprieve and trying to get back into it. I have a file with multiple headers that I need to make into columns.  I need some help.  Below is the data structure: Breaks on Each account number.  See the attached example of data.

Thank you

[rzdodson]

@knamc_com there are a couple of different approaches you can take here:

Option 1: Use the "Start Data Import on Line" option in your input tool

Click on your Input tool to bring up its Configuration settings. It'll be the seventh option down. By default, Alteryx starts its data import from Line 1. For your use case, I would change this to "2". This will basically shift your entire data input up by one row so that "Employee Name       Identifier Work Order"," Description", etc. are in the header row. From there, you can drop a Sample tool and change the options to "Skip 1st N Rows" and change the N value to "1". This will get rid of the records that have the hyphenated placeholder in them ("----------"). The end result will produce the table's data, plus your total row that you have in the file.

Option 2: Use Dynamic Rename from the Developer palette

This tool has a "Take Names from First Row Option" as a part of its configuration settings. Keep in mind this route will require you to have that Employee Name/Description/Type records in the first row of data to get it to work. After implementing, you'll have the same type of output I think you are looking for.

Hopefully this helps you get closer to a solution for you. :)

[knamc_com]

I still need the Account Number field which is the First Row and then the report breaks on each account row:  I am not if I have to parse and then join back.....still green on this....:-(

[rzdodson]

No worries. This one should be pretty easy to knock out. Just two questions for you:

1. Do you have any dummy data files that have multiple records that you can provide? I think that Line 3 is the file you provided (9999-0111...) is the Account Number that we can use as a primary key, but unsure.

2. What do you need the final output to look like? Is it a table that has the data for each record (Account Number, Employee Name, Identifier Work Order, Job, Date, Description, Type, Debit, Credit) so you can potentially create batch reports at the Account Number level, or something else?

[knamc_com]

I have attached the data in my previous reply.  Below is what the output should look like, I appreciate any and all help you can provide :-)

Account Number	Name	Identifier	Work Order/Job	Date	Description	Type	Debit	Credit
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-211-99	JONES, CRISSY S	1111-5555	WF123456789	2/1/2024	Test	NA	475.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-211-99	SMITH, DANIEL P	1111-2222	WF123456789	2/1/2024	Test	NA	250.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-211-99	DOE, ANTHONY	2222-3333	WF123456789	2/1/2024	Test	NA	250.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-211-99	CLARK JR, NORMAN A	3333-4444	WF123456789	2/1/2024	Test	NA	250.00	0.00
						Total	1225.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-212-00	JONES,  JAMES	3628-4444	WF123456789	2/1/2024	Test	NA	1475.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-212-00	SMITH, JOHN	1122-2245	WF123456789	2/1/2024	Test	NA	500.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-212-00	DOE, JANE	1234-4567	WF123456789	2/1/2024	Test	NA	325.00	0.00
9999-0111-010-G9-D444-000-ZZ-41-3-53-0211-212-00	CLARK , MARY	3789-1234	WF123456789	2/1/2024	Test	NA	450.00	20.00
						Total	2750.00	20.00

[HomesickSurfer]

Hi @knamc_com 

Here goes.