Adding a table in body in addition to excel attachment

Question

Hi Everyone,

Please see the attached workflow, I am trying to attach the summarise count to the body of the end email that has an excel attachment to it.

That being said I cannot work out how to do this.

Body of Email will be like so:

Hi Team,

Please see attached the most recent Blackhawk Sales Invoice Data. This is for the last 30 days, please filter the desired time required.

[INSERT TABLE OF SUMMARISE DATA]

Kind Regards,

Plus an excel attachment that you can see I have created in the workflow.

Any suggestions would be great. And a rudimentary explanation would be appreciated as I am new to alteryx.

Looking forward to a response. Thank you in advanced.

Workflow.yxmd

apathetichell · Answer

Hi,

Two quick question - do you have some sample data you can share?

Second - are you trying to attach the summarize information created at the workflow dead end? I'd add a table to that. Next you have an excel output and second table - do you want the excel file to have this table?

Just so you know the tools you are going to probably need include a:

render - to get the main excel file in table format.

report text - to take in the summarize table.

union - to combine a variety of sources.

BLOCK UNTIL DONE.

assuming you are trying to include a file which you are also creating in the same workflow you have to user either a BUD or a batch macro to control order of operations and make sure the workflow doesn't try to attach a file which is being written to.