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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Urgent Charting Help Needed!!!

kkkim
8 - Asteroid

Hi, Alteryx Community:

 

I have a repoert that contains multiple charts and tables. In order to place them side by side, I've used reocrd ID system where you group by Rows in the Layout tool. It's a combination of roughly 12-15 charts and 8-10 tables - and they are unioned in sections to keep relevant details together. I now need to put the entire report onto Email body and am stuck on how to do this. I've used  Join tool followed up vertical layout - but it's not working properly. I can output it as a file but it won't translate properly onto a body of the email.

 

Any suggestions are much appreciated!!! I've attached a small portion of my workflow here to show you what I am trying to output.

 

Thank you!!!

 

Screenshot 2022-02-23 171054.jpg

5 REPLIES 5
ArtApa
Alteryx
Alteryx

Hi @kkkim - What exactly does not work properly? If you add a Browse to the Layout does it look good?

amruthas2
8 - Asteroid

Hi @kkkim 

 

I wonder what ouput you are expecting, if you want to attach the entire workflow to your team through mail, you can try printing the workflow and save it as pdf.

 

However if you want to show the ouput together, add the output function and choose which format you would want the final result to appear

 

amruthas2_0-1645674488029.png

 

amruthas2
8 - Asteroid

@kkkim 
If you want the charts/output to go out directly as a mail, you can use the below sample

 

 

kkkim
8 - Asteroid

So I am using record ID tool to put some charts side by side - then I unioned sections of it so tables/charts stay together and did layout in sections. Then I unioned everything - and attached layout tool for the whole report. When I try to send the report as a body in an email, it does not work. It sends multiple emails, one email containing small portions of the report...

 

 

Any suggestions much welcomed!

 

Thank you!!!

 

ArtApa
Alteryx
Alteryx

Hi @kkkim - Here is what I believe happens:

 

1) You Union and Layout your reports and out of your Layout you have multiple rows that are sent in different emails.

2) If that's the case, you use an incorrect Layout Mode:

ArtApa_0-1645741262949.png

 

Link to the documentation: https://help.alteryx.com/20214/designer/layout-tool

 

3) I suggest you to use: All Records Combined: Combines all records from one data field/reporting snippet. This will combine everything into a single Layout that will be sent as one email.

 

 

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