Help with Reporting functions and formatting

[Sim75]

Hi

I am reasonably good with alteryx and am now working on workflows which need to output into company specific formats which is a real challenge. Currently I have been outputting to Excel and then using a new reporting tab to consolidate/import the data into the correct format and then printing as a pdf.

I'd like to use alteryx to do it all and have started using the reporting functions. I can get the data into the general shape/layout but the formatting is proving difficult. Examples are adding borders to the tops of the totals, removing text for the total lines

Any help would be great

Thanks

Simon

[joshuaburkhow · Accepted solution]

Hi @Sim75 

These things are easily accomplished with Column or Row Rules within the Table tool. See attached updated workflow

[atcodedog05 · Accepted solution]

Hi @Sim75 

Additional to @joshuaburkhow 's suggestion. You can create a column rule on group like below using a formula

Getting border is not possible but you will be able to change the row color by setting a row rule like below.

Output:

Hope this helps 🙂

[Sim75]

thanks for the help 🙂

[atcodedog05]

Happy to help 🙂 @Sim75 

Cheers and Happy Analyzing 😀

[Sim75]

Thank you 🙂

this will give me a direction to go