dynamically update a filter and report file name based on permutations for filter details

Question

I have a workflow where I need to export multiple reports based on updating a filter logic.  My filter logic values are below.

I am updating the [Area] field and the [UNIT] field and then exporting a file using the Render tool. Currently I am making duplicate workflows for each Filter combination but I would like to have a single workflow where the filter values are updated along with the output report.

Example, below would output to a report named "Area_a Unit_1 report.xlsx"

[Area] = "Area_a"
AND [UNIT] ="Unit_1"
AND contains([role],'manager')

below would output to a report named "Area_b Unit_2 report.xlsx"

[Area] = "Area_b"
AND [UNIT] ="Unit_2"
AND contains([role],'manager')

I know all my iterations that I would like to update the Area field and the UNIT field. Attached is sample data, so if I have 3 Area options and 2 UNIT options, I will have a total of 6 exported reports. I can have the iterations premade in a separate excel since I may not always want every permutation (unless that is easier to do).

Thank you

sample data.xlsx

BS_THE_ANALYST · Answer

@Dave_Mosk unfortunately the dumbed down version is as far as my experience with Alteryx takes me at the moment. I haven't learned about reporting yet. I'm sure someone will solve this soon. I'll learn from their solution 😂. Best of luck!

Dave_Mosk · Answer

@BS_THE_ANALYST  Thank you. I have a large workflow going on (see screenshot attached) which outputs to an excel report using the Render node since I want the report in a specific format style. There are a whole bunch of aggregations and calculations based on the initial filter logic.  I would like to run this entire workflow for each[Area] [UNIT] combination and then each run exports the Excel report. The Excel I attached was just a very dumbed down version to help get an idea of the filter permutations.

Right now, I can duplicate the entire workflow and update the filter logic manually, but that will get a little messy because it will take up a large canvas area.

flow.PNG

output.PNG

BS_THE_ANALYST · Answer

@Dave_Mosk Ignore previous solution, it wasn't outputting as .xlsx files.

For this workflow, you'll get each of the reports (as requested above) in seperate sheets within one .xlsx file. See below:

All you need to do to the workflow is the following:

click on the 'Set up connection' button below.

Select .xlsx

Choose your filename. Click Save, and then run the workflow.

Click ok

exportHelp180123_NEW.yxzp