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SOLVED

Create a table with a certain column on a separate row

Link86
8 - Asteroid

Hi, I am not certain if this is possible with Alteryx but it is worth an ask.

 

I have below data.

 

Company NameStock TickerNote
AppleAAPLThis is a good buy.
GoogleGOOGThis is a good buy.
United AirlinesUALThis is a risky buy.

 

The output I am trying to achieve would put the Note on its own line below each company in its own cell. An example output would be as follows:

Company NameStock Ticker
Apple

APPL

This is a good buy. 
GoogleGOOG
This is a good buy. 
United AirlinesUAL
This is a risky buy. 

 

This can be done in Access using the report builder functionality that allows you to place specific data elements in a customized order in a report (pdf image attached).

 

Is this something that can be built out with an Alteryx workflow? Any guidance on this would be most appreciated.


Thank you for your time.

7 REPLIES 7
atcodedog05
22 - Nova
22 - Nova

Hi @Link86 

 

This can be created easily with a some steps

 

Workflow:

atcodedog05_0-1621011143983.png

 

1. Using generate row tool to create 2 rows for each entry. 2nd row is where the notes will go.

2. Select tool to increase data size

3. Formula tool to change Company name and Stock ticker if its 2nd row

 

Hope this helps 🙂

dougperez
12 - Quasar

See the workflow atacched

The first output, I put the two rows into one (with \n)

The second is equal your desired output

apathetichell
18 - Pollux

and one more...

Link86
8 - Asteroid

Awesome, now is it possible to take this and put it into a report table and layout so that it can be outputted?

dougperez
12 - Quasar

Yes

dougperez_0-1621021790754.png

 

atcodedog05
22 - Nova
22 - Nova

Hi @Link86 

 

Here is the modified workflow you can give the output path in the highlighted field. You can also change formatting in table tool.

 

atcodedog05_0-1621022027099.png

 

Hope this helps 🙂

Link86
8 - Asteroid

Awesome, thank you so much. I was close on the converting to a table. Appreciate everyone's time and effort on this.

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