Charting Tips?

Hey all,

I was just wondering if there were any tips or favorite settings you all had to get the most out of your charts and reports. I'm trying to be a bit more conscious of the aesthetics of my deliverables going forwards and just wanted to see what was possible!

Thanks!

Workflow

Reporting

Tips and Tricks

Common Use Cases

Accepted answers

ChrisTX

A few posts about BLOB. Hoping these aren't archived.

Export to Word - write to specific portions of a template file - Blob tools
https://community.alteryx.com/t5/Alteryx-Designer-Discussions/How-to-pull-information-from-excel-to-populate-word-document/td-p/485258

File Rename - Use BLOB tools to re-name many files
https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Change-the-filenames-of-330-files-based-on-a-certain-ID-in-cell/m-p/469767/highlight/true#M93121

Methods for Creating Formatted PDFs: Exploring BLOBs, VBA, Python, & Control Containers
https://community.alteryx.com/t5/Engine-Works/Methods-for-Creating-Formatted-PDFs-Exploring-BLOBs-VBA-Python/ba-p/1166610

Excel output - choose file or template dynamically using BLOB tools
The Blob: Reporting That Isn’t From a Horror Film
Community > Learn > Blogs > Engine Works > The Blob: Reporting That Isn’t From a Horror Film
https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/ba-p/970280

Excel output - with formatting - Excel Templates with Blob Tools
Need to output your results from Alteryx into an Excel report, and the report requires formatting ?
https://intersectionsandoverlaps.wordpress.com/2019/09/27/alteryx-excel-templates-with-blob-tools/

Excel Output - Templates with Blob Tools and Control Containers
A blog to answer the question “Have you ever needed to output your results from Alteryx into an Excel report and does that report require formatting”
https://community.alteryx.com/t5/Engine-Works/Excel-Templates-with-Blob-Tools-and-Control-Containers/ba-p/1148262

Chris

All comments

OTrieger

@wdula
I guess it is really on what I would like to have as an output.
I might use Reporting Tools to get designer outputs, or might use Blob tool to fill in ready made templates etc. So my selection of tools will be based on what the expected output and how much time I'm willing to spend on creating the design in Alteryx

wdula

Whoa, I'm gonna need more explanation on the Blob tool as a way to change templates, that sounds powerful!

OTrieger

@wdula
Oh yeah, Blob tool is great as you can design the template and then just insert the next data to the template.

I normally using it when there is a specific layout that the client is expecting to have with colours and conditional formatting, or even if they have cells with formulas that been calculated on different cells.

ChrisTX

A few posts about BLOB. Hoping these aren't archived.

Chris

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