I am a new user, and I'm trying to build a process for pulling data for a different set of clients each day. I'd like to output the data for each client on a separate tab in Excel, which I'm able to do by checking the box "Take File/Table Name from Field" and selecting "Client Name" as the field to separate the data into separate tabs.
However, I want to clear out the previous day's clients all in this one step. If I select "overwrite sheet", it keeps the previous day's clients in the spreadsheet, but after a few days, the spreadsheet will be really cluttered with all the clients. If I select "overwrite file" the output for each of that day's clients overwrites all but the last one. So if I have clients Brown, Jones, Smith, and Williams, the output will only show Williams, the last one. I know it's writing each one, because in the results window it shows me that it wrote all 4 clients to the file on their own tabs. If this process were just for me, I could live with it, but the users are not adept at excel and I don't want to have to manually clear out all the previous day's clients, nor do I want an excel macro. Any ideas?
Thank you for your help.
