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Using Excel to pass logic into Formula tool

ReadyPlayer2
5 - Atom

I have a workbook that has two tabs: DarthVadar and PrincessLeia.  In each tab, I have two columns, FieldName and Value.  See example below.  After the user selects the tab of choice (see workflow 1), I would like to update the values of the formula tool with the values within the worksheet.  The workflow that allows the user to select a specific tab works but I need guidance on how to update the formula tool with the values for the correct field names.  

FieldNameValue
NameAnakin
RoleEVP
Age45
CountyJohnson
StateTX
Postal Code76050
Value1100
Value2200
Value3300
Description 1A
Description 2B
Description 3C

 

Step 1: Allow user to select a specific tab

Step 2: Update the formula tools values to be based on the values from the selected tab.

 

 

4 REPLIES 4
BS_THE_ANALYST
15 - Aurora
15 - Aurora

If you're trying to get columns with a value in them driven from the sheet the user picks (in your scenario), you could just crosstab it after the dynamic input. This will swing the selected sheet's rows into column and value pairs. 

 

This will make the formulas redundant as you'll already have the columns with the values populated in them (based on user selection).

All the best,
BS

LinkedIN

Bulien
KGT
13 - Pulsar

I agree with @BS_THE_ANALYST, after the selected sheet is brought in, just cross tab it. You may need some renames to deal with spaces/punctuation on the cross-tab but that can be achieved simply by creating another column that is NewName=ReplaceChar([FieldName]," ","_") and then use [FieldName] & [NewName] in a Dynamic Rename. 

 

The other thing I should point out here though is that the crosstab leading to the dropdown in your first screenshot will not be dynamic. As you are running the app in testing, the metadata for the output of the crosstab is being stored to configure the dropdown. When you run it as an app with new data, you will find the dropdown will still be populated with your testing data. When an app/macro executes, the interface is configured before any of the workflow is run, so the dropdown will be configured before the cross-tab executes.

 

ReadyPlayer2
5 - Atom

This makes sense and is straight forward.  I think I was over complicating it as I built it as an analytical app where a user provides the values of each of the records through a variety of interface tools.  I was using an action tool to update each field within the formula tool and was looking for a way to further automate the process by storing the values in Excel and reading each tab in by selection.  Sounds like I need two different starting points.  One that is using the workbook (Crosstab the data) and another that allows the user to customize a value therefore updating the values via the formula tool.  

 

Thank you for the feedback.  

BS_THE_ANALYST
15 - Aurora
15 - Aurora

@ReadyPlayer2 

Have you watched this video on Chaining Apps together yet: https://community.alteryx.com/t5/Interactive-Lessons/Chaining-Analytic-Apps/ta-p/243120 ?

 

I found it really useful when I was getting into apps at first. Essentially, if you want the output/choices of one workflow to update another. For instance, if you filter to country = UK in the first app, we should only see London as a capital city option in the capital city drop down box in the sequential app.

 

All the best,

BS

 

All the best,
BS

LinkedIN

Bulien
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