How to get Render tool to group data into separate reports after a Visual Layout tool

I need help all! If I have one Table tool that is then connected to a Render tool, there is an option to "Group Data Into Separate Reports" to create a separate file per location. However, since I need a header and the table with the information stacked, I have created two tables that is then fed into a Visual Layout tool before the Render tool. Now I can't figure out how to get separate reports by location created. I essentially want each report to have the header and only information for one location. So one report for Los Angeles, one report for New York and one report for London.

Any help would be greatly appreciated! Thanks.

I've attached my sample workflow.

Report photo.jpg

Sample workflow.yxmd

Output

Common Use Cases

Accepted answers

MichalM

@ELPC

To split the data into multiple tables by location, you need to use the Group by option within the table tool.

Instead of using two tables and the Visual Layout, you can add the heading using the Report Text tool and choose to place it above the existing object - Table.

You will then use the Render tool and split the tables into individual files based on the Location. Example attached.

Sample workflow.yxmd

All comments

MichalM

@ELPC

To split the data into multiple tables by location, you need to use the Group by option within the table tool.

Instead of using two tables and the Visual Layout, you can add the heading using the Report Text tool and choose to place it above the existing object - Table.

You will then use the Render tool and split the tables into individual files based on the Location. Example attached.

Sample workflow.yxmd

ELPC

Thank you so much! That worked. I was trying to use a separate table tool because I may have to input a date into the header and wanted it to be able to be changed based upon an Input tool. However, I guess I can just update the date in the Report Text tool every year instead.

Anshee

Hi I have tried with Render tool, but it seems to be inactive in my workflow? Is there a way I can group the data based on particular field. Also I can use render tool only from layout.

nsessa

Hi @MichalM

Thank you for this suggestion, I am going through the same issue. My question is; is it even possible to group data into separate reports when using the visual layout tool? I am working on building a report that is complex and the visual layout tool seems to be the best option for creating.

Greenlama254

Hi nsessa

I think I am running into the exact same issue as you describe here. I have a data set and want to generate a separate report for each row of the output. The report is created with the visual output tool however. The data table are a part of that and the Render tool keeps giving a [No Valid Fields] error. I am guessing because of the Visual Layout tool.

Alternative I guess would be to split the data row by row first and have each row generate the report after that, but I would very much appreciate any help.

So,

- how to split an output file into seperate rows and then, regardless how many rows that are (can be 2, can be 40)

- generate a report that is created with the Visual Layout tool per each file/row.

Thanks in advance everybody!

Roger

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