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Adding a table in body in addition to excel attachment

newalteryxuser
5 - Atom

Hi Everyone,

 

Please see the attached workflow, I am trying to attach the summarise count to the body of the end email that has an excel attachment to it.

 

That being said I cannot work out how to do this.

 

Body of Email will be like so:

 

Hi Team,

 

Please see attached the most recent Blackhawk Sales Invoice Data. This is for the last 30 days, please filter the desired time required.

 

[INSERT TABLE OF SUMMARISE DATA]

 

Kind Regards,

 

Plus an excel attachment that you can see I have created in the workflow.

 

Any suggestions would be great. And a rudimentary explanation would be appreciated as I am new to alteryx.

 

Looking forward to a response. Thank you in advanced.

 

1 REPLY 1
apathetichell
18 - Pollux

Hi,

 

Two quick question - do you have some sample data you can share?

 

Second - are you trying to attach the summarize information created at the workflow dead end? I'd add a table to that. Next you have an excel output and second table - do you want the excel file to have this table?

 

Just so you know the tools you are going to probably need include a:

render - to get the main excel file in table format.

report text - to take in the summarize table.

union - to combine a variety of sources.

BLOCK UNTIL DONE.

 

assuming you are trying to include a file which you are also creating in the same workflow you have to user either a BUD or a batch macro to control order of operations and make sure the workflow doesn't try to attach a file which is being written to.

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