Dynamically update report header for each individual pdf outputs with group name

iwanttoworksmart

Hello,

I have a listing of Teams for which I would like to generate individual pdf reports with team names and reporting years at the top of the report.

I am able to save them all as separate pdf files with correct names, but where I could use some help is getting header values to update based on the grouping.

1. I have a formula tool generating FY 22 (year based on user selection) that should be included at the top of the report.
2. I would like to list the team name in the header.
3. I would like the team name not to be part of the output table, although this is the field that will determine data grouping for output.

I attached a sample of what I am looking to accomplish- any tips are greatly appreciated! I can only use native Alteryx tools which are out of beta. Thank you!

Dynamic Report Headers.yxmd

atcodedog05

Hi @iwanttoworksmart 

Here is how you can do it

1. In Table tool groupby on year and team

2. Use the Report text tool like below to attach a dynamic title (value based on groupby) on top of the table. Refer below. Configure the text to the desired title

3. Use formula to create filename.

4. Configure render tool to output to different files based on team and year.

Output:

Hope this helps : )

Alpha FY 22.pdf

Beta FY 22.pdf

Sigma FY 22.pdf

Dynamic Report Headers (1).yxmd