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SOLVED

Group Individual PDF Reports by Region

djodts
8 - Asteroid

Hello, 

 

I have a workflow (and attached a very simplified version) where I am able to run a batch macro to print a PDF for every store.  In the attached example (if you want to try, you need a C:\Reports folder) a report will be printed for each store including the regional roll-up which is simply an aggregation of all stores for that region.  What I am looking to do is have the region print as page 1, then the subsequent stores printed and attached as page 2+ for as many stores as there are for each region.  One PDF may contain 6 pages while the other contains 25.  Is there a dynamic way of doing this? 

 

My problem is that the data that I am feeding in my live version is that the reports will look slightly different (always one page) because it sorts and ranks certain expenses vs last year so from one store to another, the report data will be different.  This leads me to only want to feed one store's data through the calculation/workflow at a time via the batch macro, which of course generates one PDF at a time.  This is great for sending to each store.  But for a regional director who wants to see the region along with all other stores, I am trying to get these all compiled.  Of course, it would be easiest for me to print them all and then have a second workflow kick off that would merge them, but not sure that's possible.  

 

Another possibility, that I don't think Alteryx has, would be to have some logic so the workflow knows which regions are together (and that the region is to be printed first, then the associated stores), to print them, put the individual pages in a temp staging area, then to combine them in the render tool, but I don't know if that's possible either.

 

One last thought, and this is where I'm hopeful that someone more sophisticated than me could provide a solution...

Below is a simple example of how the data flows.  Data goes through some logic and then of course prints a PDF... the container would of course be a macro.  I could remove the render tool at the end and insert an output tool and then create what you see in the workflow below it where I would first feed (of course adding some filters and logic) the Regional data, then the stores to the subsequent macros and then have all of those feed to a render tool outside of the macro.  The problem with this is that it's not dynamic and in some instances I might have 7 stores...and in some I could have 200.  I just cannot think of how I can cycle through a set of stores and have those PDFs held until the group is done, print, then go on to the next cycle.

 

djodts_0-1579905568035.png

 

I would appreciate any suggestions.  I think if I can get it to work in the attached simple version, I could get it to work in the much more complicated one that I have.

 

Thank you

Doug

11 REPLIES 11
jacob_kahn
12 - Quasar

@djodts,

I do not create reports in my daily job; but when the time comes - I know exactly who I'll be reaching out to!

danilang
19 - Altair
19 - Altair

hi @djodts 

 

Glad to help

 

Dan

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