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