Grouping to be sent in email question

[jeffv]

All,

I have a question and hoping to get guidance using Alteryx.

Say I have a table such as the following:

f1     f2

---    -------

1      test1

1      test2

2      test3

3      test4

3      test5

I need to send 3 emails such that

email 1 shows rows 1,2 (group 1) in a table

email 2 shows row 3 (group 2) in a table

email 3 shows rows 4,5 (group 3) in a table

I'm not sure how to group into a table to send in an email.  I've probably been pondering this too long.  Now I need to reach out to get fresh ideas how to accomplish.

Any ideas how to accomplish with Alteryx? (I'm on 2021.4 if it matters)

Thank you in advance,

Jeff

[DataNath]

Hey @jeffv, when making the table, you can select fields to 'Group By' in the top configuration. In your case this would be F1:

Which gives the following output:

With you mentioning email, do you need assistance with setting this up, or was it just getting the table to then feed in?

[DavidSkaife]

Hi @jeffv 

Are you meaning something like this? Summerise tool; Group by f1 and concatenate f2

Edit: interpreted this question wrong by the looks of it, not had enough coffee!

[gautiergodard]

Hey @jeffv 

You will want to use the "Group By" option available at the top the Table tool located in the reporting pallet and group by your F1 field. 

You can then select to bring the "Table" field into the body of the Email tool using the drop down below:

Hope this helps!

[jeffv]

Thanks for reply @DataNath,

If I may, a further question.  How would I mail a particular group in an email?

I have figured out how to email row by row but how do I mail a group?

Thanks!

Jeff

[jeffv]

Thanks for the reply @DavidSkaife!

I understand what you are saying how to group but am stumbling on mailing a group in an email.  Ideas?

Jeff

[DataNath]

Hey @jeffv, no problem!

To email a group of users, you'll want to create a list of their email addresses, separated by a semi-colon like so (pretending F2 are email addresses):

I'd then just join it back to the group so that you have the table and email addresses etc alongside one another:

In the 'To' configuration of the Email tool, you'd then reference this semi-colon separated list you've just created:

Updated flow attached - please let us know if you have further questions!

[jeffv]

Thanks for the reply @gautiergodard!

Interesting... so once I group by a field I can use that field to list that grouping in an email....  I will try that and see how it works.

Thanks,

Jeff

[gautiergodard]

@jeffv 

Yes, that's correct! The email tool sends one email per record that is passed into the tool.

Therefore, in this example you would have 3 records and thus generate 3 separate emails.

Please don't forget to accept the solution post if it solves your question. 

[jeffv]

Thanks @DataNath,

The workflow is very insightful!  Let me play with it to see if I can apply it to my workflow to get it to work.   Great insight!

Jeff