Is there any way to access the individual fields once you've used a "Basic Table" tool?

[ajr2183]

Once I use the basic table tool, I can't seem to access any of the fields in that table. For example, my table has a column that indicates when the original dataset was created and the person that created it. As soon as I pass the data into a "Basic Table" tool, I cannot seem to use those individual fields anymore. I wanted to use the "Report Text" tool to add a title, and then reference when the dataset was created and by whom, but I cannot access those fields to enter it.

I've attached a simplified version of my workflow. This is a much simpler version of my real dataset, so I realize in this version I could just take the persons name and hardcode it into the Report Text tool, but ultimately I will be creating an analytic app, and the dataset will change, and the user won't really know how to update that hardcoded value, so I really need it to just pull from those fields in the table.

Thank you in advance.

-Adam

[Inactive User]

Correct - it creates the table output. Take a report text stream from that initial stream, create your title details and then append that to the table stream. Then use a layout tool, vertical layout and put the text over top the table.

[ajr2183]

Thanks Ryan. Append using which tool? Union?

[BenMoss · Accepted solution]

Build your report text stream together and then merge it with your table via a join, you can then stitch the elements together using the layout tools.

Ben

[ajr2183]

Thanks again Ben,

Sorry, I think I forgot to mention that I am using a process to output to multiple worksheets in the same workbook. I split my main table into two tables, filtered on the "Tax Status" column, then I create a Basic Table, then add a Formula tool to add a "Sheetname" column. This is then unioned together, then using the Layout tool, I use Layout Mode = Each Group of Records, using "Sheetname", etc...

If I read your suggestion correctly (which I very well could be misunderstanding), it looks like I would need the Layout Mode to be "Each Individual Record", however I cannot do that if I want to output to multiple sheets.

Am I misunderstanding? Is this still possible given the output to multiple sheets scenario?

Thanks again, I really appreciate it