Table Formatting

[Ctraore]

Hello Everyone,

I am new to Alteryx and have been trying to create a report that used to be handled in Excel. I am struggling with creating a double header (like codes in the top row (row 3 for example) and their description in the following row (row 4)). The values would be in the corresponding columns. I have tried different methods in Alteryx and have not been satisfied with what I produced. I tried using 2 Crosstab tools to split the data, but I would like the Customers' Names and Customer ID headers to be at row 4. I also tied using just the Table tools, but the alignment of the codes and the descriptions was off. I am obviously not doing it right and would appreciate any assistance. I attached a copy of the sample Data and the Desired outcome. Thank you.

[binuacs]

@Ctraore one way of doing this

[binuacs]

@Ctraore updated with reporting tool

[Ctraore]

They both work. Thank you so much!

[HomesickSurfer]

Hi @Ctraore 

I would suggest using the blob tools and overwrite your template data range, skipping field names, appending data by name or custom mapped, preserving precise template formatting...fonts, cell fills and background color, row/column sizing, out of range formulas, conditional formatting, cell validation, etc.

[Ctraore]

@HomesickSurfer  

Thank you for the guidance. That would be perfect if I am able to keep all the formatting. Like I mentioned, I only have limited experience with Alteryx. This my first time hearing of the Blob Tools. I will try them and hopefully, it will come out like you mentioned.

Thank you.

[HomesickSurfer]

Let me know if it works for you

[Ctraore]

Hi @HomesickSurfer , I am not sure what I am doing wrong but I keep getting an error message when I try to use the Input Blob Tool. It says it cannot access the file. I tried saving the file directly to my desktop and using it this way and I keep getting an error. Can you please point me to the right direction? I attached a screenshot of the error so you can see it. I am probably not using the tool right. Thank you.