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Alteryx designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.
SOLVED

Organize data sequentially across multiple fields

Meteoroid

Hi, 

 

I am trying to use Alteryx to create an output which I can use as an input into a word document macro. My data is organized  using the following structure:

 

InvestorFund XFund YFund Z
A1000100
B0100100
C00100

 

However, I need to manipulate the data for the word document import sheet to link each individual investor to their respective fund under the following format:

 

InvestorFund 1Fund 2Fund 3
AFund XFund Znull
BFund YFund Znull
CFund Znullnull

 

This essentially says that investor A has an account in Fund X and Fund Z and given they are not invested in Fund Y, the name of the Fund is not carried into the import sheet for the word macro.  Is there an easy way to achieve this? 

Cross Tab and Transpose will help here

 

2018-12-06_06-48-33.png

 

First make it row based use a transpose

Then remove the 0's and create a 'FundID' sequence for each investor using the multi row formula tool

Finally cross tab and you have what you need

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Meteoroid

Thank you! This works!

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