Split file data by Account Lead

I have a data file with forecast information by account. Each account have an account lead and each account lead have multiple account. From the file, I want to split the data by account lead in separate files. Is it possible to build a workflow that will create multiple files?

Batch Macro

Database Connection

Accepted answers

jrlindem

@glemieux

Here's a working example that shows how you can use data to create three separate excel files, split by the data. In your case you'd use the account to differentiate...

The output of this workflow generated three excel files. Two of the "BBB" rows wrote into one file, while "AAA" and "CCC" wrote into their own separate files.

The workflow is also attached for you to reference and adapt to your specific use-case. Hope this helps, -Jay

jrlindem_example.yxmd

All comments

jrlindem

It sure is! Are you familiar with how to create a filepath + filename string in the Formula tool?

If you're ouput is Excel you can create multiple file based on the string you create using the data to split it. The excel format also requires you to specify the sheet name, but this is all very common behavior for Alteryx.

jrlindem

@glemieux

Here's a working example that shows how you can use data to create three separate excel files, split by the data. In your case you'd use the account to differentiate...

The output of this workflow generated three excel files. Two of the "BBB" rows wrote into one file, while "AAA" and "CCC" wrote into their own separate files.

The workflow is also attached for you to reference and adapt to your specific use-case. Hope this helps, -Jay

jrlindem_example.yxmd

alexnajm

@glemieux any luck?

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