Hi All,
There has been many posts on this topic but couldn't find a solution.
Is there way to use Render tool to group data into separate reports after a Visual Layout tool ?
Thanks
Solved! Go to Solution.
@suby the below options in the render tool will create separate reports, you need to have a field to group the data, once you done the below setup each group of data will be coming in the separate files. you can try the render example given in the alteryx designer
Hi Binuacs,
Thanks for your reply and in my scenario I combined multiple tables and used Layout tool to align Horizontally but when i use the Render tool after the Layout tool I get this is there a way to workaround this
@suby can you screen shot your layout tool output?
Visual Layout or Layout?
If you mean Layout - Your problem isn't grouping in your render tool - your probelm is that you need to group in your layout tool. If you don't group in your Layout tool - your group field will not flow to your render.
If you are using Visual Layout - not 100% sure - but I believe you'll need to use a batch macro - group there for each group of records. Send that to visual layout - and then send that to render.
Hello apathetichell,
Thanks I mean Layout.
I 'm trying to do column header merge as per atcodedog05 solution.
How to Create an Alteryx Report with Merged Columns.
As per the above solution provided is there a way to Group records into Different Report by Segment ?
I'm attaching the flow as developed by atcodedog05.
Thanks
Hi Binuacs,
Thanks as replied before I was trying to mimic atcodedog05 solution on merging column headers so is there way to Group Records into Different Reports based on his solution.
Thanks
First off - the Join Multiple is a terrible tool. Second off @atcodedog05 didn't design this to do what you want. It's wrong for your use case. I'm not 100% sure what you want - but I think it's what I attached. This uses APPEND to add the header table. (although it could use UNION) It uses SUMMARIZE to combine your report fields - (that is the correct way) THEN IT UNIONS EVERYTHING. note I have a second section which outputs MULTIPLE PDF FILES. It does not output to temp - it outputs to actual files - because that's what Alteryx wants to do and there is a logic to separate the data.
Hello apathetichell,
Thanks i completely agree with you I was trying to achieve the second section of your solution from atcodedog05 solution.
That makes sense couple of questions
- Is this can only be outputted to PDF or it can output to PPT.
- In the Second section when you output the files i wanted to output to a a folder in desktop and the file names should be the segment name.
Thanks
Hey - can you accept that as a solution. So tool 51 and 55 should control the format - and yes segement is part of the filename - see tool 51. I have no idea how ppt works specifically - I don't use it. So if you hit any issues with it - search around on forum. This will work for pdf/excel etc...