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I searched some but couldn't find out how to add a pivot/summary to the right of my data.
My question is sort of two-pronged:
Creating a functioning Excel pivot table using Alteryx
Adding it to the right of data output
I've got a workflow (attached) that outputs data into separate Excel tabs based on the column 'Project Name'. I would also like to add an Excel pivot table to the right of the data on each tab that can be refreshed after I add more data. If that's not possible, I would settle for simply having the summary grouped by each 'Account Group' to the right of the data, separated by one empty column.
An example of what I would like as output can be found below:
Hi @NicC, if you are okay with the approach, you can manually create and retain pivots in excel and have Alteryx just update the range of excel cells that pivot is mapped to. The attached workflow is a modification of what you already had and the excel a sample implementation of what I am referring to.
The only catch with this approach is that the user will have to manually refresh the pivots in excel (ALT + F5 keyboard shortcut) once Alteryx writes to it.