Saving several sheets in an excel workpaper to PDF

[edavies]

Hello,

I am trying to see if there is a way to easily print each sheet in my excel workpaper to PDF (would be helpful if I could select which sheets too).  To give more background, it's a workpaper that has several sheets for invoicing purposes, and I'd like to easily drop the file in and run a workflow that will print each invoice to PDF.  However, I'm not too advanced in the reporting tools.  Also, I'm not sure if it's possible to use one input tool for something like this, or if I would have to manually add in a input tool for each sheet/invoice.  It'd also be extremely helpful if I could also use some sort of dynamic naming for each output based on an invoice # listed in each sheet if possible.

Any help is much appreciated!

Thank you

[edavies]

@caltang got it, yeah my work computer doesn't allow me to extract this file.  Is there any chance you can send it unzipped (.yxmd) please?

[caltang]

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@edavies wrote:

@caltang got it, yeah my work computer doesn't allow me to extract this file.  Is there any chance you can send it unzipped (.yxmd) please?

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Sure, I’m outside at the moment - I’ll extract it and send it over to you. 

[caltang]

Here you go! @edavies let me know if you need more help, we can flesh it out more.

[edavies]

@caltang thanks so much!  Would you have an idea of why the data cleansing tool you had in the workflow is showing up as the attached??

[caltang]

The data cleansing tool is actually a macro. It’s not a tool “tool” like the others. If you open it up, it’s a combination of tools in a workflow that serves as a standard macro. 

Because of version or even config differences, we may not have the same data cleanse tool per se. Hence why the need to export the workflow with the tools and macros so that you’ll get what I am seeing. 

[edavies]

@caltang Apologies for the delay here.  I was able to get your workflow to run successfully.  Is there any possibility to get the pdf formatted in Alteryx to look like the attached?  I think the biggest issue I have is not knowing how to create the borders/boxes similar to the photo, so it's in the invoice format I'm looking for if that makes sense.  

[caltang]

For each of the highlighted portions below:

Can you tell us where the raw data goes for each cell? I don't think everything is given. 

In addition, is the template fixed? If it is, you can also consider writing it to the file.