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Alteryx Designer Desktop Discussions

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alteryx populate word template

Szabi
5 - Atom

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!

3 REPLIES 3
MatthewO
Alteryx Alumni (Retired)

@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!

Szabi
5 - Atom

@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
Alteryx Alumni (Retired)

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

image.png

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