Dynamically Render the csv file based on the input

SH_94

Hi Community,

I would like to ask how we can generate the output file dynamically with the input screenshot / excel attached:

The input below have multiple GL Accounts and would like to render the output based on the logic below

Logic used - The GL account will be grouped based on the first number for each GL account, for instance based on the input below, all the numbers start with 1 will be group in one excel file with the name one series ( example attached below). Similar to other GL account as well, if the number start with 2, it will be group in another excel file with two series file name ( example attached below).

In summary, the output of the csv file will be based on the first number of each GL account and the filename of the CSV will be based on the type of GL account ( whether it is 1, 2 or 3 series ) and so on.

Input

Thank you.

Input GL Account.xlsx

Output GL Account 1 Series.xlsx

Output GL Account 2 Series.xlsx

cjaneczko

Yes its possible. One way to do it would be to create a new field that grabs the first character in your GL account as a new field that will be used as the file name. An example of this would be a formula tool with the following formula (assuming your GL is a number, if its not, the tostring() can be removed)

Left(tostring([GL Account]), 1)

Then I would take a look at this Knowledge Base article.

Output to separate Excel files (alteryx.com)