Making a report with the Visual Layout tool and generate a separate pdf report per line

Question

Hi all,

As still an Alteryx newbie I think I bit off quite a bit more than I can chew here.

I built a report with which I would like to generate data per line of input. So basically, for each line of input I would like to generate a separate report in pdf format, no matter how many lines there are.

So far I tried to do this with the "Group Data Into Separate Reports" function in the "Render Configuration" tool, but it gives the message [No Valid Fields], I am guessing this is because the "Visual Layout" tool is before the Render tool, but I am not sure.

I am fearing I would have to start using a batch macro of some sort, but here is the thing: I am not at all familiar with Macro's and actually dread them, since I don't understand them. Still, if that's the only way to go I would try to get some help building a macro for that.

any help or input is really welcome, thanks

Roger

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Greenlama254 · Answer

thanks for your response, but I fear you missed below part

"So far I tried to do this with the "Group Data Into Separate Reports" function in the "Render Configuration" tool, but it gives the message [No Valid Fields], I am guessing this is because the "Visual Layout" tool is before the Render tool, but I am not sure. "

That is exactly where so far I get stuck. I already work with RecordID but it is of no use.Still the Render Tool does not recognize any valid fields to group on

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FrederikE · Answer

Hey @Greenlama254

No need for a macro for this. You can Use a "Record ID" Tool before the tables and group by the record ID, then the Render Tool can be used with "Group Data Into Sperate Reports" by Record ID.

See attached WF

New Workflow8.yxmd

Raj · Answer

I guess the problem can be solved using batch macro,

If you're not familiar with batch macros, I would recommend taking a look at the Alteryx documentation or some online tutorials to get started. It can be a bit daunting at first, but with a bit of practice, you should be able to get the hang of it. Good luck!