topic Re: Dynamically update report header for each individual pdf outputs with group name in Alteryx Designer Desktop Discussions

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

iwanttoworksmart — Thu, 13 Jun 2024 21:51:38 GMT

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.

I have a formula tool generating FY 22 (year based on user selection) that should be included at the top of the report.
I would like to list the team name in the header.
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!

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

Qiu — Tue, 04 Jan 2022 08:15:53 GMT

@iwanttoworksmart
This is difficult for me as well.
Hope someone can help.

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

atcodedog05 — Tue, 04 Jan 2022 08:31:07 GMT

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 : )

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

Qiu — Tue, 04 Jan 2022 08:44:08 GMT

@atcodedog05
nice!

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

iwanttoworksmart — Tue, 04 Jan 2022 14:12:54 GMT

This is great, thank you so much!!!

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

atcodedog05 — Tue, 04 Jan 2022 14:17:55 GMT

Happy to help : ) @iwanttoworksmart

Cheers and have a nice day!

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

iwanttoworksmart — Thu, 06 Jan 2022 13:28:42 GMT

@atcodedog05 I am hoping you can help me with one more thing- is there a way to add a total line below my table for sales?

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

atcodedog05 — Thu, 06 Jan 2022 13:40:28 GMT

Hi @iwanttoworksmart

Check whether this works for you

Hope this helps : )

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

iwanttoworksmart — Thu, 06 Jan 2022 15:38:20 GMT

atcodedog05 thank you! That was my approach too, I was hoping Lateryx would have some fancy text tool option where you can sum the columns, but this works!

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

atcodedog05 — Thu, 06 Jan 2022 15:46:45 GMT

This is the easiest or else it will get complicated 😅

Happy to help : ) @iwanttoworksmart

Cheers and have a nice day!

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

Austin004lasrado — Wed, 04 Oct 2023 17:54:10 GMT

Hello @atcodedog05 , i have a similar requirement but i have to update the 'To' address in the top left and 'From' Address in the top right . Since these address are written in multiple lines, this tool is writing the address below one another.

We get values like below in the column and i have to prepare a PDF sheet updating these values in a such a way that 'Client' details gets updated in the left corner and 'Entity' in the right corner. Can you please confirm if this can be done.

Client	Entity
Mr. Austin XYZ Street Bangalore, India	MR Corporate ABC Street QWERT Road

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

Austin004lasrado — Thu, 05 Oct 2023 10:47:09 GMT

Hello @atcodedog05

i have a similar requirement, the change is here i am trying to update the address, 'To' address in the left corner and 'From' Address in the right corner and remaining details in the subject line(this one i have managed to update, need help with updating addresses in same sheet) .

Currently when I add these column right next to each other( similar to the one shown in above screen shot) the out put is coming right below to one and other because the address spread into multiple line.

Here i need to put below Column addresses in such a way that they update in the PDF document right next to each other (one in Left and other in Right and in same lines.

Can you please help me to resolve this issue

Mr ABCDEFG
XYZ Cross
QWERTY Street

123456

Mr. Corportare
ABCD Cross
PQRST Street
Tel-1234567890