community
cancel
Showing results for 
Search instead for 
Did you mean: 

Alteryx designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.
SOLVED

Reporting Tools for Typical Bucket Report

Asteroid

Experts - 

 

I need to automate a current copy/paste Excel process, the end product of which is an Excel report that is pasted into an email.  The structure is basically a crosstab with categories down the side, aging buckets across the top (Total, 0-30, 31-60, 61-90 and so on) and claim counts as the data points.  The only wrinkle is there are also percentages as data points.  So for example if at the intersection of CategoryA and bucket 0-30 the claim count is 100, this count is also represented as a % of the whole of the category total.  So something like: 

 

                   0-30           31-60       Totals

Category    #  / %         # / %         # / %

1                100/10%    200/20%   1000/10%

2

3

 

This output needs to be put in the body of an email.  Is this possible?  If so, how?

 

Thanks in advance!

Alteryx
Alteryx

@Bonediggler ,

 

Here is a mock up -

clipboard_image_0.png

 

clipboard_image_1.png

 

Attached is the workflow.

Labels