Populating an invoice with excel data

Question

Hello,

I am trying to take data from excel and input it into specific areas of an invoice. Attached are two documents, one being an invoice and the other an axcel file containing all the information necessary to fill out the invoice. Each column in the excel file will be linked specifically to a location on the invoice.

Any help with this would be amazing!

Invoice Template for Excel.xlsx

Invoice Template Alteryx.doc

FrederikE · Answer

Hey @gdorwart,

Sadly Alteryx can't input Word Documents. There are two possible workarounds

1. Use Python/R to input the data (see: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Getting-alteryx-to-read-in-from-a-word-doc/td-p/755678)

2. Transform it to an .txt. and then read it in

In both ways you will need to re-do the structure of the original document using Reporting Tools.

I have created a sample workflow - with a very bad looking output - that does the main part and then very basic reporting logic. You would need to apply a lot more Reporting Tools to make it look like the original document.

New Workflow2.yxzp

StellaBon · Answer

Check out the Reporting tools to recreate the invoice template or approximate it.