Organize data sequentially across multiple fields

[smoinpour]

Hi, 

I am trying to use Alteryx to create an output which I can use as an input into a word document macro. My data is organized  using the following structure:

Investor	Fund X	Fund Y	Fund Z
A	100	0	100
B	0	100	100
C	0	0	100

However, I need to manipulate the data for the word document import sheet to link each individual investor to their respective fund under the following format:

Investor	Fund 1	Fund 2	Fund 3
A	Fund X	Fund Z	null
B	Fund Y	Fund Z	null
C	Fund Z	null	null

This essentially says that investor A has an account in Fund X and Fund Z and given they are not invested in Fund Y, the name of the Fund is not carried into the import sheet for the word macro.  Is there an easy way to achieve this? 

[jdunkerley79 · Accepted solution]

Cross Tab and Transpose will help here

First make it row based use a transpose

Then remove the 0's and create a 'FundID' sequence for each investor using the multi row formula tool

Finally cross tab and you have what you need

[smoinpour]

Thank you! This works!