Required correct month

Hi Team,

I have prepared a workflow, in Transpose option I have below result "refer first screen shot " for different months. Now I want to get the data for January'25 but it is not coming because I am using filter wherein, I have put July'24.

so that it is showing an error, could you please help to make it correct wherein I can get the different month for which I want.

Please refer the attached file.

Regards,

Mahesh

Required Jan'25 Data 1.jpg

Required Jan'25 Data 2.jpg

Developer

Accepted answers

davidskaife

Hi @Maheshp

This error is due to the fact that the field you're renaming as 'Fx Rate' will not always be July'24

Add in a Dynamic Rename tool after the filter, configured to use Regex_replace on \w+_\d+ and ensure you tick both July_24 and Dynamic or Unknown Fields (see screenshot)

This will then auto rename the field to Fx Rate regardless of what the user selects

Invoice WF.yxzp

All comments

davidskaife

Hi @Maheshp

Are you meaning the user when running the app sees a list of dates and selects which one they want using the Drop Down tool?

Are you able to share the workflow/app at all?

Maheshp

yes, there are different months, so i want different months with the help of drop down tool. but i have used filter tool for july so that it is only picking ju;y'24 month. when i have selecting the Jan'25 its not picking.

davidskaife

Hi @Maheshp

Without seeing the full configuration its hard to tell how it's setup currently, but, if you're wanting to feed the Drop Down Tool with values that the user selects for the filter then you're going to have to explore Chained Apps.

There is an interactive lesson here that will give you the basics - https://community.alteryx.com/t5/Interactive-Lessons/Chaining-Analytic-Apps/ta-p/243120

There is a thread here that may help - https://community.alteryx.com/t5/Alteryx-Server-Discussions/Interface-Dropdown-Not-Updating/td-p/768617

Essentially you need to do the following steps:

in the first app write to a file/YXDB the list of dates that can be selected by the user
Set it so when the first app finishes it automatically triggers the second (more on that in the lesson)
the second app picks up the data from the file/YXDB and populates the Drop Down tool for the user to select, which then updates the Filter

It can be tricky to get your head around, but give it a go and if you get stuck come back here

Yoshiro_Fujimori

@Maheshp ,

If the filter does not work as you selected at Drop Down List,

you would better check the configuration of Action Tool to update Filter Tool.

I attach a sample app which seems to work as expected. I hope this helps.

Sample Workflow

Action Tool

app.yxwz

Maheshp

Hi,

Workflow attached also please refer excel file for more clarification.

Required Jan'25 data.yxzp

Excel file.xlsx

davidskaife

Hi @Maheshp

You need to tweak the setup slightly, i've attached a revised package for you but in a nutshell:

Drop Down connects to the Action Tool, which connects to the Filter tool - you don't need to connect the Drop Down to the Filter as well.

In the Drop Down you need to set the lookup as Name:Value, like so:

May 2024:May'24
June 2024:June'24
July 2024:July'24
August 2024:August'24
September 2024:September'24
October 2024:October'24
November 2024:November'24
December 2024:December'24
January 2025:January'25
February 2025:February'25
March 2025:March'25
April 2025:April'25

The Name part denotes what the user sees, the Value part is what is passed through to the Filter.

You'd also added some whitespace to the values. Values must match exactly what is in the data otherwise it will fail.

In the Action tool you need to specify which string you're replacing, so it should look like the below as you only want to change the July'24 text:

Finally in the Interface Designer you need to select what happens when the App runs successfully, in this instance open files from the browse tool (so you can check its working).

PS. hard coding the values works to an extent, i strongly suggest you look at Chained Apps so that it can be updated dynamically if that is a requirement!

Invoice WF.yxzp

Maheshp

Not getting the expected result, i have attached complete workflow but at last we are not getting the Jan'25 Fx rate. Also attached the Error message.

Required Jan'25 final WF.yxzp

Error.jpg

davidskaife

Hi @Maheshp

This error is due to the fact that the field you're renaming as 'Fx Rate' will not always be July'24

Add in a Dynamic Rename tool after the filter, configured to use Regex_replace on \w+_\d+ and ensure you tick both July_24 and Dynamic or Unknown Fields (see screenshot)

This will then auto rename the field to Fx Rate regardless of what the user selects

Invoice WF.yxzp

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