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!

[Qiu]

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

[atcodedog05 · Accepted solution]

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 : )

[Qiu]

@atcodedog05 
nice!

[iwanttoworksmart]

This is great, thank you so much!!!

[atcodedog05]

Happy to help : ) @iwanttoworksmart 

Cheers and have a nice day!

[iwanttoworksmart]

@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?

[atcodedog05 · Accepted solution]

Hi @iwanttoworksmart 

Check whether this works for you

Hope this helps : )

[iwanttoworksmart]

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!

[atcodedog05]

This is the easiest or else it will get complicated 😅

Happy to help : ) @iwanttoworksmart 

Cheers and have a nice day!