alteryx populate word template

Question

How can I read the data from the table into the document with alteryx workflow so that the document shows all invoices belongs to one customer?

I tried to use Report Text tool but it created separate 6 difference documents instead of 4 documents (ABS LTD, X, Y,V LTD).

Thanks a lot in advance!

Template.docx

Template.xls

MatthewO · Answer

@Szabi you can modify the Report Text tool configuration to include your message. The attached workflow has been modified.

InvoiceReport_v2.yxzp

Szabi · Answer

@MatthewO thank you very much for your reply.

I would have only one question in this case.

How can I copy the created summarize table to Word document?

e.g.

Word template:

Dear Customer,

You can see your opened invoices in the below table:

Table from Report Text Tool

Kr.

XY

MatthewO · Answer

@Szabi attached is an example workflow demonstrating how this can be accomplished. The Reporting tools support grouping when creating layouts and rendering. I hope this is helpful for you!

InvoiceReport.yxzp