Table Formating in Alteryx

Hi Jacob,

I've attached the workflow to get to your desired output state.

Please note that you have to give different names to your sheets in the formula tool for this to work properly.

You were on the right track about the union tool, you just needed to use a layout tool as well.

Let me know if this works, or if you have questions!

Please uncheck the header box.

I previously tried to use the header tool to make the title appear, but this seems to only work for PDF files.

The amended workflow is attached.

All comments

CharlieS

Hi @SH_94

When things are getting cut off like that, you'll need to increase the render size to fit it all in. In the Render tool, adjust the paper size to increase the wide of the area (Landscape format, then maybe custom paper size and input large values (only the width setting matters)). This gives the render tool more space to fit the values and is less likely to cut things off.

Hi @CharlieS ,

Thank you for your prompt response.

May I know how about the second queries that I mentioned before ?

Sample WorkFlow with Different Tabs.yxzp

Hi Jacob,

In response to your second question, I have created a sample workflow that groups your data and puts them in different Excel tabs. You need to leverage the layout tool for this.

Here are the settings for the layout tool and they should work in your case.

Let me know if you have any questions about the attached. If you need further assistance, you can post your workflow (with limited data), and let me know what variable you are trying to group by.

Hi @Sntrada ,

I had tried the concept of the workflow that you build but it seems like not so suitable in this case.

I had attached the workflow in the attachment. Basically there will be multiple of tables in my case which not being shown in this workflow because i still building it on the workflow. There will be multiple of information and i want to present it under respective the tables which then presented in one excel file with multiple tabs.

Thank you so much again for the help.

Back up AR 4.1.yxmd

Hi @SH_94 ,

Are you able to provide the data file? There isn't any data in this workflow. You can attach a packaged workbook, that contains the data file. You can do this by Exporting the workflow, and ensuring that the file is checked in Export Settings dialogue box.

Or you can attach the actual data file if it doesn't contain sensitive information. If the data file contains sensitive info, you can edit it to have dummy data instead, in any field that has sensitive information.

Hi @Sntrada ,

Kindly find the files below for your reference. Basically i would like to build different tables for different tab within one excel file.

Okay, so I did this for the first table stream. This stream on top:

I grouped by customer name, so there is a different table on a new tab in Excel for each customer, and I also edited the sheetname variable to have the customer name. Is that what you are going for?

You can change the grouping variable in the table tool configuration window to something else, if you want to use a different variable to split your table.

Let me know if you have questions!

If this isn't what you are going for, maybe do a mock-up of what your final result should look like so that we can help you get there.

Hi @Sntrada ,

Basically i would like to result to be rendered as below within one tab but i not sure how to combine it.

AR TRY.xlsx

Hi Jacob,

I've attached the workflow to get to your desired output state.

Please note that you have to give different names to your sheets in the formula tool for this to work properly.

You were on the right track about the union tool, you just needed to use a layout tool as well.

Let me know if this works, or if you have questions!

Hi @Sntrada ,

May i know if we can build the workflow in Alteryx for insert the link as per screenshot below and adjust the second table lower with the Header of the table.

I had included the original file and after amendment file ( which i would like to build in Alteryx) for your reference. Not sure if we able to build it in the Alteryx.

AR TRY (Original).xlsx

AR TRY (After).xlsx

Hi Jacob,

This isn't exactly like your target format-wise, but it does have the table header and hyperlink.

Hope it helps, and let me know if you have questions.

p.s, I am rendering it as a temp file, be sure to change this if you want the output saved.

Hi @Sntrada ,

Good day to you.

I had tried to run the workflow and export it to the excel file format but it appear as the below error. The only things that i had amended is as per the second screenshot.It is because i need to choose the header as layout to prevent the error coming out after running the workflow.

Please uncheck the header box.

I previously tried to use the header tool to make the title appear, but this seems to only work for PDF files.

The amended workflow is attached.