For each cost center a new table

Hi!

Recently I learned how to use Alterxy and It's pretty intuitive. But now I'm a the stage where I don't find any solution for my problem on the internet.

I'm trying to automate the cost center report.

I have a template and the data(screeshot) connects with the vlookup Method, this work very good.

But this template needs to be filled with each cost center. How do I configure it in Alterxy, I have no idea. I tried it with filters, but this is not dynamic.

Dynamic Processing

Optimization

Accepted answers

Yoshiro_Fujimori

@ronn ,

If you want to create separate report, you can use Render tool.

At Table tool, Group by "Cost center", to create separate tables for each cost center.

Then at "Render" tool, add Section Breaks between records.

You may add header / footer as you need, but I hope your basic needs are fulfilled by this way.

Render.yxmd

Output.pdf

All comments

DanielG

@ronn -- do you mean a separate file output for each cost center? If so, check this out about Blob Tools. https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/ba-p/970280

It was a live-saver/game-changer for me.

ronn

Hi,

yeah I need a sperate file output for each cost center. It would be perfect If I just could add my recent month to the older sheet

DanielG

@ronn -- sorry I am a bit confused. So apologize if I am not getting this right...

but you cant establish or modify Excel functionality in Alteryx. You can do some formatting in Report Tools, but you cant tell a VLookup to cover A2:E500 instead of A2:E200 or anything like that. Alteryx doesnt even add auto-filters to a table that I am aware of.

Basically, you can transform your data in Alteryx and then move it into Excel.

Any sort of variable Excel functionality should be set up and made dynamic in Excel's VBA coding. I guess you could just oversize your function ranges in Excel to cover current and future data, but that is an ugly way to do it. Also note, which might be helpful to you in the output file where you normally have "ExcelFileName.xlsx|||Sheet1" you can do "ExcelFileName.xlsx|||NamedRange1" as long as you set that up in the Excel file ahead of time. Otherwise it will create a sheet with that name.

If I am off the mark with my understanding, please let me know and either I can try to hone in on the issue or someone else can jump in to assist.

ronn

sorry i think I confused you.

I have two different approaches. But as I said before I would like to fill my template with Information, which is grouped by the each cost centers.

I've read the bolg you have send me, but I do not quite understand how I should Implement blob in my flow.

Yoshiro_Fujimori

@ronn ,

If you want to create separate report, you can use Render tool.

At Table tool, Group by "Cost center", to create separate tables for each cost center.

Then at "Render" tool, add Section Breaks between records.

You may add header / footer as you need, but I hope your basic needs are fulfilled by this way.

Render.yxmd

Output.pdf

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