Can I create a simple drop down that will allow someone to choose their option(s)?

Question

I have a spreadsheet all formatted with the data columns I need.  I have one column that, when I have run Alteryx, a user will then need to select between two options in the output file that is sent to them.  How do I easily create a drop down for an existing column, with multiple choices?

Hope this makes sense!

Thanks

jimroch · Answer

Published the sample workflow to Gallery Public.

https://gallery.alteryx.com/#!app/FilterMonthApp/61492fdb8a93370e74442904

jimroch · Answer

Think i may have a similar issue i am trying to resolve.  Please see the below workflow.  In this scenario, i'd like to create an action filter, so the user can decide what filters to implement.  In the example provided, looking for user to be able to select one or multiple months as a filter.  Filters do not seem to be working when run from Gallery.

apathetichell · Answer

Your action tool isn't configured. You have to expand your action tool's formulafields box and highlight what you want your dropdown/listbox to interact with and what value you want it to replace...

and to follow up on what @mbarone is saying - usually we see listboxes or dropdowns going into a filter tool.. Your formula tool as configured will have the name of the column (or a value created by a formula in the action tool) - not the values inside the column go into your formula...

In many cases it helps to transpose data first and filter on the [name] matching the dropdown and then your formula is static using [name] as a stand in... your filter has something like [name]="test" with  test highlighted in the action too or "test" in generate custom list mode l attached to your dropdown...

note - in the case above you may not be using listbox as a field selector (that would have the action tool attached to a select tool) rather you are probably using it to "generate custom list"