mapping exercise
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Hi I am very new to Alterxy and just testing if it makes sense to use Alterxy for now.
Would anyone please direct me how to learn quickly import of trial balances ---> simple mapping ---> produce a standard P&L, B/S format in excel?
Attached / below is what I am trying to achieve using Alteryx. Thank you.
Solved! Go to Solution.
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Hey @Henricus
Welcome to Alteryx!
Here is one way to do it. First you would bring in your data and then you would map your categories using a mapping table.
Using the join tool, you are able to bring your mapping categories into your initial data set and then perform your aggregations.
Hope this helps!
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Thank you so much for your prompt response. I am good in excel but too new to Alterxy. I don't even know how to import data. I just need to be able to navigate and import trial balances (these are in a different format), update mapping file and generate a standard P&L, and balance sheet for a lot of trial balances. . Do you have any recommended training course? I am just testing if we should be using Alterxy for now.
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Hi @Henricus, dont worry we all go through it! The good thing is that you have the community and many free resources to help.
I would recommend starting with this learning path to know the basics: Getting Started Learning Path - Alteryx Community
For some more tailored and potentially relevant excel courses, have a look through the interactive videos as well: Interactive Lessons - Alteryx Community