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Reports, for loop, indexing column

madisonflesner
5 - Atom

I am trying to automate and format reports. Below is an example of what the data looks like. The issue is each question/answer is on its own row, and the policy summary info is repeated for each row. I need to be able to print out the policyholder name and other account summary info only once, but print out each question/answer for a report. How do I do this? Can I index by each group of policy holders?

 

I wrote out some pseudocode on how it could go but I'm not sure how to implement the looping?

CREATE new report

Uniques = [uniquePolicyName1, uniquePolicyName2, uniquePolicyName3]

FOR j=0: length(Uniques)

      APPEND TO REPORT summary info columns(j)

      FOR i = 0: count(Uniques(j))

               APPEND To REPORT question_column, answer_column where x = uniques(i)

      END

END

Export report to PDF

 

and it needs to print out as...

[Summary info]

[Q1]

[Answer1]

[Q2]

[Answer2]

[Q3]

[Answer3]

 

POLICYHOLDER_NAMEVISIT_REPORT_IDVISIT_REPORT_VISIT_DATEACCOUNT_CLAIM_REGIONFIELD_DEF_TEXTANSWER_TEXT
hebscere10/10/2010Austinheb question 1:heb answer 1
hebscere10/10/2010Austinheb question 2:heb answer 2
hebscere10/10/2010Austinheb question 3:heb answer 3
cvslkmpok12/12/2012Lubbockcvs q1:cvs ans1
cvslkmpok12/12/2012Lubbockcvs q2:cvs ans2
cvslkmpok12/12/2012Lubbockcvs q3:cvs ans2
walmartbgfgtr1/1/2011Austinwalmart q1:walmart ans 1
walmartbgfgtr1/1/2011Austinwalmart q2:walmart ans 2
walmartbgfgtr1/1/2011Austin

walmart q3:

walmart ans 3

 

I also tried pivoting the data, but I still don't know how to go about it.

1 REPLY 1
MatthewO
Alteryx
Alteryx

Hello @madisonflesner:

 

I believe the attached workflow may get you the output you are looking for. I hope this helps!

 

sort.PNG

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