Populating Word Template with Data

[A133937]

Hi there,

I am trying to populate some Word Doc or PDF forms using data I am manipulating in Alteryx.

I'm curious if there are any indepth resources available for for either creating these templates using Alteryx, or printing to Named Ranges in Word.

There are 5 "sections" of the total document, each of which could have a variable table length depending on the number of records which are returned.

I.e. Part Count might have 20 lines or 100, I would like the table to continue the same formatting onto a 2nd or 3rd page if required.

I have no problem manipulating the data in alteryx to get the tables where I want, it is the actual printing of these to the forms I already have created, OR, creating these forms in Alteryx and then publishing the data which I am struggling with.

Is Alteryx not the tool for the job?

[AbhilashR]

@A133937 - Reporting Tools might be helpful for what you are looking to achieve. I found the following two articles that should help you get started:

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Visual-Layout/ta-p/835...

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Layout/ta-p/83540

[Blake · Accepted solution]

Hi @A133937 

You certainly can use Alteryx for your reporting needs!

See attached for a simple example of how the reporting tools can be used to create a report similar to what you provided. Hopefully it will give you a decent understanding of how the Table, Report Text, Layout, and Render Tools can be used together to programatically create the reports you desire. 

Check the following page which houses links to the Tool Mastery Series. The  Reporting tools are about halfway down the page. https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Index/ta-p/84593

There is a lot of good information in these articles which will help you in your reporting tool learning journey. 

They aren't in any particular order but I will say that I tend to use Table -> Layout -> Render pretty often when creating reports and what you're looking to do will require those tools + Report Text. 

Check out the following YouTube playlist for some walk through video on the reporting tools : https://www.youtube.com/playlist?list=PLZIpnT5S1o7CWHjOybSiItWvtx0LHolgX

Good luck! 

[A133937]

This is killer.

Definitely enough here to get me operational and work on a proof of concept.

Thanks!