Hello everyone,
I am trying to use Alteryx to automate a text reporting process my company has for some of the projects we do. Unfortauntely, we have fairly rigid formatting requirements for how our reports need to look and thus far I have not been able to recreate the formatting with the Alteryx reporting tools. In particular, my issue is in the formatting of the header.
Below is a version of how the header should look, coming from our word template:
I understand that with the report header tool, the positions of the text and logo will be switched and I believe that will be fine. What is most important is the text formatting - including the tabs and line breaks. Is it possible to achieve this format with Alteryx?
As an alternative, would it be possible to render a text report to an already existing template? This would likely be the easiest solution, but I've not been able to find a way to do that either.
Thanks a lot for your help!
Hi @ctansey96
I've not used the Report Header tool much, but it doesn't look like you can do much formatting in the interface.
However, the tool is a macro. Looking at the tools within the macro, it looks to be just a Report Text tool, Image tool and a few others just joined together.
If you're formatting a header, you could take the premise of the Report Header tool and make your own macro. The Report Text tool within can use HTML formatting so you can, within reason, format it how you like. This site: Free Online Instant HTML Editor (html-online.com) can help with formatting html.
Hope this helps.