Layout Report to Save to PDF

Hi. I have been trying to figure out how to export base data plus 45 rows of associated data on a PDF file in portrait mode. My challenge is that I need to export data, but customer ID/sales date to their own record/PDFs. So far, I can get the tables to behave, but the final output is giving me individual pages for each row of data. I really need to group them all on one sheet (or a second sheet with the header on top). Attached is the sample data and a working workflow as well as how I would like the export to be on PDF.

I assume that somewhere with the render tool/report tool you can separate into different files?

Thanks for any advice.

Render - Report.yxmd

Render Project Sample.pdf

Workflow

Accepted answers

usmanbashir

@JPSeagull - see attached workflow. Is this what you're looking for? Hope this helps!

**updated to include whitespace between tables

Render - Report_v2.yxmd

JPSeagull

@usmanbashir - this is incredible how fast you did this! What is your secret? Just lots of experience? I spent hours just learning these tools and nothing I tried worked. Thank you!

usmanbashir

@JPSeagull - I think this will do it! Let me know!

Render - Report_v3.yxmd

usmanbashir

@JPSeagull - round 4! See attached workflow. This should do it to include header on each customer output. I provided two options. Hope again this helps!

Render - Report_v4.yxmd

All comments

usmanbashir

@JPSeagull - see attached workflow. Is this what you're looking for? Hope this helps!

**updated to include whitespace between tables

Render - Report_v2.yxmd

JPSeagull

@usmanbashir - this is incredible how fast you did this! What is your secret? Just lots of experience? I spent hours just learning these tools and nothing I tried worked. Thank you!

usmanbashir

@JPSeagull - haha I appreciate that! There's really no secret except for 7+ years of experience with Alteryx. I trial and error a lot (fail a lot), and I read through other discussions for great/creative ideas from other users. I use it on a daily basis - it's my tool of choice for nearly all data solutions!

JPSeagull

@usmanbashir - Again thank you. In testing it, I added another sales, and unfortunately, it combines the two by Item ID. I need to be able to separate each customer to their own sheets. Is there a setting I can't find in the export process?

Screenshot Render.PNG

Render - Report_v3.yxmd

JPSeagull

@usmanbashir yes! This exported to two different sheets - thank you! So, where did you make that edit? I see you added in the Append tool, but how does that help? You are amazing, my man!

usmanbashir

@JPSeagull - Glad it worked!!

I added the append tool to include a blank text so it would include a spacer between each section of the tables per customer. Not sure if there's a better solution, but that worked for me!

I also updated the Report Table tools by selecting Group By 'Customer ID'.

JPSeagull

@usmanbashir - Thank you for helping me. It works great with a little tweaking of the color and alignment options. Now, I have two final questions - how can I get this to generate a separate stand alone PDF for each customer? You helped me separate the reporting within the PDF, but the need is to have a separate 1 to 2 page report for each customer. Although we can use Adobe Acrobat to extract pages out of a file, it would not be efficient due to volume.

And finally, I was able to figure out how to change the path of where I want the PDF to go in the final Render Tool, but it doesn't let me name it. I would need to not only extract separate PDFs for each customer, I would need to be able to dynamically name them using the Customer Name and ID.

usmanbashir

@JPSeagull - happy to help!!

- Update your Render tool similar to screenshot below. To update your filename, you can

1) change/update the field to Group On before the Render tool

2) change the 'Modify Filename By:' configuration as needed.

Location to be saved can be changed by updating the field to include full path and file name and selecting [Replacing Entire Path With Group' under Modify Filename By:

Hope this makes sense or let me know if you have other questions!

JPSeagull

@usmanbashir yes! That worked. I looked everywhere for something similar to how I handle Excel extracts. I usually use a Formula tool to generate my paths so I can drop in dates and such. Thank you so much!

JPSeagull

@usmanbashir I am pressing my luck here, but how do I make sure that the header is at each page? Only one of each customer PDF has the header and not on all the customers. Also, if the data spills to page 2, it would be great to have the header to make sure the pages match up. When I explore options in the Render Tool under Report Data, selecting the Header just ends up breaking each line of data out to its own sheet.

usmanbashir

@JPSeagull - round 4! See attached workflow. This should do it to include header on each customer output. I provided two options. Hope again this helps!

Render - Report_v4.yxmd

JPSeagull

@usmanbashir - A masterpiece! I like the use of a header tool... definitely would love to add in our logo. I was hoping to get the table with the blue header replicated to top of each page in case there is a continuation. For now, I can live it until I can see how to copy the header page to page.

If you're ever in the Tampa area, let me know. Will buy you dinner, beer and a cigar! Thank you!

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