Sending Automated Billing with Alteryx: Report with Text and Tables

[RonGatmaitan]

Hi all,

I am tasked to create an automated billing system using Alteryx. The sending thru email is the "easy" part. I am having problems formatting the report. Just found out that Visula Layout tool cannot handle multiple records. Or can it?

The report format is some text, then a table with the breakdown, and the some text again.

Thank you very much, Alteryx community!

Ron

[bensilv]

Hi @RonGatmaitan,

Layout can handle multiple records, so if you use join multiple (joining by record position) you will have each reporting snippet in a single row.

Then use the layout to decide how to orientate the snippets. E.g. 1 layout tool to have text and table horizontally followed by another layout tool to have the additional text vertically.

Ben

[RonGatmaitan]

Hi @bensilv,

The problem I'm having with the Layout tool right now is, the Table appears on the first part, then the 2 Text tools one after the other. The 2 Text tools repeat for every record, but the Table appears only once. Any chance I could format it to Text-Table-Text for every record?

I can't seem to understand the last part. Are you saying I should place Layouts one after the other?

Ron

[bensilv]

Can you post a screenshot of your workflow, or upload the workflow itself? 

[RonGatmaitan]

Hi @bensilv,

Thanks for replying to my question. Anyway, I was told that the table had to have a field to link to. Works fine now.

Cheers!