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Alteryx Designer Discussions

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SOLVED

Need help building output

SDJ57
8 - Asteroid

Hello,

I am needing help building a pdf output in the layout shown in the screenshot below from this data set. 

 

Thanks in advance!

 

Supplier#YearContactJanFebMarAprMayJunJulAugSepOctNovDecQ1 Q2 Q3Q4
12342022Mr Davis        1,000        2,000        3,000        5,000        9,800      15,000        1,500      12,000        1,008        1,009        1,010        1,011        6,000      29,800145083030

 

SDJ57_0-1660147882594.png

 

6 REPLIES 6
Luke_C
17 - Castor

Hi @SDJ57 

 

The reporting tools can help lay this out for a PDF. You'd have to do some transposes to separate the data out into their individual components, it's also not clear where the YTD payment numbers are.

 

This training should help:

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons/label-name/Reporting%...

 

SDJ57
8 - Asteroid

Thank you Luke. These lessons will be very helpful and I should be able to do the layout after working through them.

 

Would you help me with the transformations? 

Luke_C
17 - Castor

Hi @SDJ57 I'd strongly suggest giving it a go on your own so you learn. If you get stuck with any of the reporting tools I'm more than happy to help, but unfortunately I don't have time to do your transformations for you. Someone else on the community might be able to assist.

SDJ57
8 - Asteroid

Thanks. I hadn't seen this set of lessons for Reporting only the examples in Designer.

 

I have had quite a time with transformations. Believe me, I have tried for quite some time even before this scenario.

SDJ57
8 - Asteroid

Wow, these lessons were all I needed. Thanks again!

Luke_C
17 - Castor

Great!

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