Sending Info or Details in the Email

[KamenRider]

Hi and Good day,

I have an excel file where instead of manually getting the screenshot of the details, I would like to automate it by sending it to the email. I am not referring to the file but the table itself. I hope this is doable. Let us say the name of the excel file is MyTransactions.xlsx and below is the content of the email I would like to send. I hope we could extract the table and paste it on the email.

Below is the report of transactions for your reference.

Thanks,

Manager

Hoping to get an ideas on how to do this. Thanks,

Kamen 

[usmanbashir]

@KamenRider - My initial thoughts are to use the reporting tools to replicate that table, generate every section and send in email. 

[KamenRider]

HI @usmanbashir 

Thanks for the response. Can you provide me an example/workflow. My problem is that this data may increase by dates per branch. Can you do it without encountering error when the data increase?

Looking forward for your response.

Kamen

[usmanbashir]

Can you attach that dataset?

[KamenRider]

@usmanbashir 

Here's the attachment. Please be reminded that dataset changes every week. You may find new dates while some are remove. I hope the workflow you will be creating can do that.

Thanks and looking forward,

Kamen

[KamenRider]

Hi @usmanbashir , can you help me on this? Anyone please.

Kamen

[usmanbashir]

@KamenRider - I found this article which I think will help you achieve your desired output. Hope this helps!

https://community.alteryx.com/t5/Engine-Works/How-to-Create-Merged-Cells-in-Reports-Part-1/ba-p/9746...