Hello, I am needing help building a pdf output in the layout shown in the screenshot below from this data set. Thanks in advance! Supplier#YearContactJanFebMarAprMayJunJulAugSepOctNovDecQ1 Q2 Q3Q412342022Mr Davis 1,000 2,000 3,000 5,000 9,800 15,000 1,500 12,000 1,008 1,009 1,010 1,011 6,000 29,800145083030

Need help building output

Hello,

I am needing help building a pdf output in the layout shown in the screenshot below from this data set.

Thanks in advance!

Supplier#	Year	Contact	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Q1	Q2	Q3	Q4
1234	2022	Mr Davis	1,000	2,000	3,000	5,000	9,800	15,000	1,500	12,000	1,008	1,009	1,010	1,011	6,000	29,800	14508	3030

Workflow

Reporting

Output

Accepted answers

Luke_C

Hi @SDJ57

The reporting tools can help lay this out for a PDF. You'd have to do some transposes to separate the data out into their individual components, it's also not clear where the YTD payment numbers are.

This training should help:

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Reporting%20in%20Designer

All comments

Luke_C

Hi @SDJ57

The reporting tools can help lay this out for a PDF. You'd have to do some transposes to separate the data out into their individual components, it's also not clear where the YTD payment numbers are.

This training should help:

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Reporting%20in%20Designer

SDJ57

Thank you Luke. These lessons will be very helpful and I should be able to do the layout after working through them.

Would you help me with the transformations?

Luke_C

Hi @SDJ57 I'd strongly suggest giving it a go on your own so you learn. If you get stuck with any of the reporting tools I'm more than happy to help, but unfortunately I don't have time to do your transformations for you. Someone else on the community might be able to assist.

SDJ57

Thanks. I hadn't seen this set of lessons for Reporting only the examples in Designer.

I have had quite a time with transformations. Believe me, I have tried for quite some time even before this scenario.

SDJ57

Wow, these lessons were all I needed. Thanks again!

Luke_C

Great!

Quick Links

This months top contributors

atcodedog05 19598

Qiu 15875

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703