Iterate through data to send multiple PDFs

superjesse

Hello all,

I'm trying to send multiple PDFs to different people. I basically have a file with name and other data points, and I want to send a standard PDF to each person with their name and other data inserted into the PDF dynamically. I have about 30 people so I would send out 30 PDFs.

I searched on the community but could not find the solution yet, or it's above my skillset at this point (I'm a rookie). I just basically need some sort of loop to create the 30 PDFs and insert their name, market, etc. into each PDF. I tried with the reporting tool and it worked for the first one, so just need it to loop now.

I attached a screenshot since the data is sensitive. Please let me know if this will suffice. And thanks in advance. This community is very helpful.

neilgallen

@superjesse You want to group the data into separate reports in the render tool. There is a checkbox option for this:

You can use a field in your data to define the grouping for each file. Looks like that it may be the text field you're creating in the report text tool. In this case you could replace the filename with the grouping field and each filename would be unique.

Are you planning to use alteryx to send the pdfs via email? if so there's a few more steps you'd have to consider, but you didn't specify distribution method.

Good luck!