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Generating invoices using reporting tool with invoice data

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Alteryx Partner

Hi everyone

 

I've not really used the reporting tool, but I can see a good use to generate some invoices that we need for compliance purposes.

 

If I have this data in my data set:

 

Invoice NumberInvoice DescriptionSupplier NameAddress Line 1Address Line 2,Post code
1abcsupplier a123 alteryx laneAlteryx TownA17 RYX
2defsupplier b124 alteryx laneAlteryx TownA17 RYX

 

If i want a section with the last four columns in a document as one section of report text, invoice number in another section, and invoice description in another section, could someone help me understand how exactly I do this?

 

Thanks for your help

 

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13 - Pulsar
13 - Pulsar

Hi @ck2019,

 

The reporting tools should be able to give you a layout like you are looking for.  Do you have a mock-up of what you would like to the output to look like?

 

If you want examples of what the reporting tools can do, look at some of the solutions to Weekly Challenge #191 as there are several reporting tools required to solve this challenge:

 

https://community.alteryx.com/t5/Weekly-Challenge/Challenge-191-BINGO/td-p/495204

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17 - Castor
17 - Castor

Hi @ck2019 

 

Here's a basic workflow to get you started.  

 

w.png

 

The output looks like this with one record per page.

r.png

 

Dan

 

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Alteryx Partner

Thank you Dan - really appreciate that. It all makes sense now and will help me build out the real thing!

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