Need Help Finalizing Analytical App to Filter by Selected Months

[Charchote]

Hi everyone,

I'm working on an Alteryx workflow and I want to turn it into an analytical app. I need the app to prompt the user to select one or more months to include in the final report.

I have two columns in my dataset:

• One with a date field

• One with the output value I want to report

The idea is that when the user runs the app, a window should pop up asking which months they want to include. Then, the workflow should filter the data based on those selected months before generating the output.

I'm not sure how to set up the interface tools and filter logic to achieve this. Could someone guide me or point me to an example? I created the following workflow without success.

[apathetichell · Accepted solution]

So a few starter questions ---> do you want a list box (multiple selections) or a drop down (single selection)... What you probably want to do is use a formula to create a user readable hash like 'jun-25' --ie datetimeformat([yourdatefield],'%b-%y') --- you can then branch off:

1) ---> to summarize tool. to record id. to crosstab (column name is record id/value is your date/hash column) to dynamic rename (select first row as fieldnames) --> into your interface tool)

2) is going to a filtertool with [yourhasfield]='test' (don't worry -test will change)

if you're using a drop down ---> connect an action tool -> hook it also into your filter. highlight your formula. have it REPLACE A SPECIFIC STRING --- use test as your string.

[apathetichell · Accepted solution]

Alteryx has some **bleep** new interface for community comments that doesn't scroll. So continuing here... If you're using a listbox--> you swap out your dropdown. you configure it in LIST MODE --- AND VERY IMPORTANT --- YOU SET IT UP LIKE

"    ","    " --- IN YOUR DELIMITERS.

you change your filter to 

[hash-value] in ('test')

and then you do your action tool magic --- but this time you replace 'test'

note --- you must run with the wand. and you will not see anything if you have not configured browse tools to show in your interface designer.

these instructions are correct --- or basically correct. I don't load sample workflows --- sorry.