Batched Reporting Tables and Interactive Charts

Question

Hi! I am looking to take tables that are grouped by different sites and then take charts that are grouped by sites as well and then line up with each other. Ideally each site would have its own excel tab with the charts and tables next to each other.

mullinsjo · Answer

That is on track to what I am looking for. In my case, the user can select multiple sites and then different metrics. Is there a way to group in excel for sites with the metrics they selected with the tables and graphs like your example? I really appreciate your help!

Christine_Assaad · Answer

Hi @mullinsjo

Please check the below workflow. Hopefully it will answer some of your questions. Cheers!

Reporting.yxmd

CharlieS · Answer

Hi @mullinsjo

What you're describing is all generally possible. The only thing I might mention is that once you render an Interactive Chart to an Excel file, it becomes a static chart (not interactive). Otherwise, if you're stuck on a particular step in this process, share some more and I'm sure the Community can help.