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This article entails a list of what the tool can do at this point and what it can’t at this point. Also, short instructions on how to setup the tool. We will continue to add new features and update this article each time with what can do now!
Element – These are the report pieces that are created from the Reporting tools.
Drop Zone – Area where an element can be placed on the canvas.
This tool will receive as many reporting elements as the user chooses since it has a multiple optional input availability.
This tool will also need to be run once the elements are connected to populate the tools element section.
Select the tool:
Click on Manage Layout:
When the tool is first opened the Page setup will be displayed for the user to choose Report Type, Paper Size, Margins etc.
Elements included in the tool will show represented by Alteryx colors. In this example, we have all of the different types of elements in the tool except the Image and Legend.
Next to the name of the element, it will tell you how many of that particular elements are available for you to add to the report. In this sample, each element type only has 1 element available.
This is your report canvas. Your initial element will be placed on the upper right hand corner of the canvas. We recommend working from top to bottom, placing headers or labels first and work your way down. From there you can make any adjustments by dragging the element in a couple of different ways.
This is the relocation bar. This allows you to delete the element from the canvas and allows you to drop the element in specific drop zones. This is used when you have multiple elements on the canvas.
The user now wants to place their chart on the canvas. The Drop Zones are designated by the green lines around the areas that you can drop the element.
The user has placed their chart on the right-hand side of the header. But who wants that there?
With a few simple moves with the relocation bar I have my element that I want and the top and the chart at the bottom.
The user can also move the element by selecting the element below the relocation bar.
The user has now moved the element to a different area of the canvas!