We are celebrating the 10-year anniversary of the Alteryx Community! Learn more and join in on the fun here.
Start Free Trial

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

need different worksheets within the same excel workbook (one will have a pivot table)

dattina2287
8 - Asteroid

Hi,

 

I'm trying to create 4 different worksheets within the same workbook. The first will have rows of data and the other 3 will all have one pivot table each. When i try to create the formula that will name the new sheet, the summarize tool only includes data from that one formula and not all the fields from the Basic Table before it. Any idea what i'm doing wrong? I need to use the Summary Tool because my 2nd worksheet will be a pivot table.

 

dattina2287_0-1758122056753.png

 

i'm trying to use something like the below but i need to add the summary tool as well because of my 2nd worksheet that will be the pivot table.

 

dattina2287_1-1758122177563.png

Any help would be much appreciated!

 

3 REPLIES 3
OllieClarke
15 - Aurora
15 - Aurora

Hi @dattina2287 

How have you configured your summarize tool and formula tool? Also what does the data look like flowing through those tools?
If you want to bring through the reporting snippets, then you won't be able to group by them, but you can use first or last to pull them through (if you group by the row level). 
image.png
Ollie

dreldrel
8 - Asteroid

You don’t need to build everything through one summarise tools, only use it for your pivot table. You can create each sheet with a Table tool, then split them into different sheets by using the Layout tool to arrange these outputs. This can put them to different worksheets in the same workbook. If this helps, feel free to like the comment

dattina2287
8 - Asteroid

thanks for your replies! It turns out i don't need the table tool so instead i am using controlled containers and the output tools to create each of the tabs i need. 

Labels
Top Solution Authors