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 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!
Solved! Go to Solution.
@iwanttoworksmart
This is difficult for me as well.
Hope someone can help.
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 : )
@atcodedog05
nice!
This is great, thank you so much!!!
Happy to help : ) @iwanttoworksmart
Cheers and have a nice day!
@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 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!
This is the easiest or else it will get complicated 😅
Happy to help : ) @iwanttoworksmart
Cheers and have a nice day!