Select from drop down

[Thiviya]

HI,

From the attached ITR_ALteryx file, from the tab " Account Mapping" , I would like to filter column " TM1 Category" and then select/filter from the TM1 category relevant items. How do I do that ?

At the moment I have use the filter but included as " Contains" .. that may miss some of the accounts.

[caltang]

You mean you want to make it into an Analytic App? The drop-down selection comes from having the user selecting it?

[Thiviya]

H, Yes wanted user to select the relevant category when the reconciliation is prepared. How do I do that?

Regards

Thiviya

[caltang]

Here's some reading material:

• https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Analytic-Apps-Interface-Drop-D...
• https://www.phdata.io/blog/building-a-drop-down-select-tool-in-alteryx-analytical-applications-for-d...
• https://www.thedataschool.co.uk/micol-bedarida/how-to-input-data-set-values-into-an-alteryx-drop-dow... 

[Thiviya]

Hi,

I have created the drop down and action tool. I have connected to Filter tool However how do I choose more than one from drop down. Also how do I update if there are two accounts under one category. 

Thanks

Regards

Thiviya

[caltang]

I've attached an example for you to learn.

To select multiple, you need a List Box interface tool rather than a Drop Down interface tool. 

Make sure to change your Filter tool's expression accordingly to have a statement like:

[YourFieldHere] IN ("ToReplace")

Then the action tool should configure to:

For further reading:

• https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Filter-for-multiple-values-Ana...
• https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/How-to-Allow-Dynamic-Multi-sel...
• https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Multiple-selection-in-Drop-dow... 
• https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Analytic-App-Select-Tool-How-t... 

[Thiviya]

Thanks for the example, that is really helpful. I have updated to the list book instead of drop box. However, it is not producing any results. 

I have also try your example workflow and try to select different state and no results is coming up though...

[caltang]

That's because of this:

Your reference file must only have two fields: NAME and VALUE

Since you didn't export your package over, do you mind exporting your Alteryx workflow?

To export a workflow go to: Options > Export Workflow. Kindly do NOT send a "Save As" copy. Please also export C:\Users\PATHMT\OneDrive - Pacific National\ITR\Alteryx\ITR_FS mapping drop down.yxdb 

[Thiviya]

Here you go exported workflow and file :

[Thiviya]

I have attached the drop down list file exported too,

If you can show me an example what to do that would be great .

Thanks