adding a month header for only the numeric fields

[rahulshetty925]

Hi All,

I was wondering if adding a month header for only the numeric fields is possible in Alteryx.

My data is currently in this shape:

Category	Sub Category	Month	Sales	Profit	Discount
ABC	E	Dec	1	2	3
	F	Dec	2	3	3
	G	Dec	2	4	3
DEF	H	Dec	3	5	3
	I	Dec	2	5	3
	J	Dec	4	6	3

And the output format required is :

                                                   Dec

Category Sub Category Sales Profit Discount

Thanks,

Rahul

[cking6178]

have you tried the Transpose tool? Seems like you could use that and group by have your key fields be Category, Sub Cat, & Month. If that doesn't get you quite what you want, you can pair it with the Cross Tab tool.

[danilang · Accepted solution]

hi @rahulshetty925 

There's no way to add a header group in Alteryx, i.e. Add a month header that spans the numeric fields, without losing the column headers.  It is possible to import the data and specify that the 1st row doesn't contain field names, in which case you end up with a series of columns called field1, field2, etc.  From there you can add a new row and specify null values and the month info. 

If you want maintain the field names to process them further, you'll have to do something like this to convert the data 

Resulting in the following output(note: that I added some Jan data to your inputs, to show that this method scales over multiple months) 

Dan

[DavidP · Accepted solution]

I agree 100% with Dan. The only other way is to display the month with the reporting tools, like this:

[rahulshetty925]

Hi @danilang,

Thanks for the reply.

Regards,

Rahul

[rahulshetty925]

Hi @DavidP ,

Thanks for the reply.

Regards,

Rahul