formatted 'burst' reporting

Question

Hi,

This is an are of Alteryx I don't have a ton of experience with and I've always found a little difficult to work with.  I *think* what I"m trying to do can be done, but I'm not totally certain.  I've got a standard report I'm trying to send out to users.  The idea is that each individual will get a customized output.   It will contain maybe 6 total elements that I want to arrange like so:

Text:  Total Intake    Text:  Total Revenue

Chart:  Rolling Intake   Chart:  Rolling Revenue

Table:  Top N Intake    Table:  Top N Revenue

I have all of these elements done and I'm struggling to get them arranged the way I want them.

First screen shot is feeding the two charts, through a join, to a horizontal layout.  The result via browse is both charts being rendered side by side - which is what I'm trying to do.  I've done the same for the tables I described above.

The trouble comes in when I'm trying to arrange the chart elements to be on top of the 2 table elements.  I'm using the layout tool again and configuring as vertical. All the elements are there, the joining of the records seems to be correct.  But for whatever reason the 2 table elements are rendering in between the 2 chart elements.  I've tried the extremely technical and professional troubleshooting process of 'clicking random things' and I see changes to my output (some of which are seemingly good) but I'm not really getting a signal of what I'm doing.

some random things that might be causing my troubles:

-In my head I've pushed the 2 charts and the 2 tables into only 2 elements since they were joined before the first layout.  When I go to the 'final' vert layout tool, I see 4 elements in the ;'per row configuration' box.

-The 4 elements in the 'per row configuration' box have  - lets say 'ambiguous' names like 'right_chart" and "layout", "right_table" "input 2 layout".  I can't really figure out what I'm looking at here.

-I've tried messing with the example   workflow but it's not really representative of what I'm trying to do.

What I'm trying to figure out:

1)  Can what I'm trying to do actually be done?

2)  Can anyone point me to a more in depth resource on the layout tool that might have some wisdom on this specific case?

3)  CAN SOMEBODY JUST TELL ME THE ANSWER ? :)

4)  For my own sanity/maintenance purposes, is there a mechanism for renaming the report elements?

Peachyco · Answer

This is how I'm imagining the gist of your workflow (note that the Text Input Tool is a simplification and meant only to illustrate):

If I understood your intended flow correctly, your confusion about having 4 elements in the Vertical Layout is understandable. At that point, there should only be 2 elements: the Horizontal Layout of charts, and the Horizontal Layout of tables. You might need to re-check your flow.

Now, based on how you phrased your trouble, I get the sense that your primary issue is the order of elements in the final Layout Tool. If I understood that correctly, you should be able to just re-order those elements so the Layout Tool puts the charts on top of the tables. You should be able to do the reordering in this part of the Layout Tool configuration screen:

For example: In this screenshot, the Title is on top, the Layout in the middle, and the Footer on the bottom. If I want the Title on the bottom, I just move it to the bottom of this list.

I hope this helps. ^_^

danloz · Answer

I'll see if I can dummy something up.

AncientPandaman · Answer

i have less experience as well...

if you not mind, can you share some sample data?