Creating Reports in PDF format based on unique codes of line-items

Question

Hello All,

I am currently struggling to create a PDF format Report, by using the two input samples:

* Input Sample 
* Main headers

This has to be arranged in such a way, that the main headers has to be created using the "Main headers" file such that all the records flows against each code along with the sub-code. For ex. for Code 11, all sub-codes like 11-A,11-B, etc. should flow in and the series should continue or another header with it is sub-code should start similar to the screenshot of the image attached.

Ultimately I will need help with creating a layout similar/close to the attached image and after that is there a possibility to do this utilizing the Reporting tools in Alteryx?

I have a batch macro, which exports reports multiple excel reports based on Partner # similar to "Input Sample" attachment, but that has to be in PDF format for each Partner, say Partner 1, 2 and so on.

Thanks!

Main headers.xlsx

Screenshot 2024-11-11 151854.png

Input Sample.xlsx

db89 · Answer

@apathetichell right, i could figure that out, however could not create a header with partner number, create separate headers, but it is able to export different PDF files in a directory based on partner numbers.

I wish I could get the orientation right.

apathetichell · Answer

I've seen a slew of people asking about reading in k-1/1065s--- never one about generating them. This seems pretty niche because a) fewer mlps. b) taxpackagesupport is kind of the king here.

tbh --- this is kind of a slog. It's not impossible but it's not easy. it would require a pretty solid knowledge of redner tools/nesting render tools - and really deep understanding of spacing/formatting of them. I'd probably look at some pdf python packages first and see if I could find a solid one for templates/fillable pdfs and use that.