Overwrite input data and create separate files

HI Team,

Can I get your help here?

Every month, I have 2 files - one is latest Salesperson Name List and Sales Performance.

1) Sales Performance includes 3 tabs - Chart, Pivot Table and Data. Data tab contains all Sales performance by each Salesperson.

2) Salesperson Name List is the list that I need to split the Sales performance data for them (marked as "Y") separately with pre-set file name.

Since the Sales performance are confidential for each others, so I need to manually remove the data for other Salesperson in Data tab (keep Chart & pivot tab) and save as separate excel file for each salesperson (marked as "Y" in Salesperson Name list")

May I ask if I can use Alteryx to automate this manual & repetitive tasks?

Attached the sample data for your reference. My desired output from Alteryx is:

- 3 separate Sales Performance Data files for those salesperson marked "Y"

- remain the tab "Pivot" & "Chart"

- Data tab only contains their own sales performance.

Many thanks!

Regards,

Sylvia

Alteryx sample data.xlsx

Salesperson list.xlsx

Input

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Qiu

@sylvia726

I have answered a similar question here. I believe it can be some help.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Changing-one-sheet-of-a-template-output-and-writing-it-to/td-p/710013

sylvia726

HI Qiu, thanks for your response. But, I am not able to download your workflow from that link.

Can you do me a flavor to help me build the sample workflow for me?

sylvia726

Thanks @danilang I am now able to downgrade and open the sample workflow.

But, it's difficult for me to incorporate my own sample files into these workflow (sorry that I am not very familiarize for those tools...)

@Qiu Is that possible to advise how to create one based on my sample data? Many thanks!

AkimasaKajitani

Hi @sylvia726

I made the workflow for you. (I don't look @Qiu 's solution, so this is my approach.)

1. Filter by Salesperson list

2. make filepaths

3. copy template

4. save the data using overwrite sheet by specify a range

OutputToTemplate.yxzp

sylvia726

Many Thanks @AkimasaKajitani

I just tried to use this sample workflow to import my real Large data. I have just updated the output setting to ".xlsx|||data$A7:HH1048576".

But, the output file cannot overwrite all the rows.

For example, one Salesperson only have 1000 row data. The data tab (in separate generated file) for this Salesperson firstly contains his data but then also includes all other Salesperson data from row 1001.

Will you know what's wrong from my workflow?

Many thanks.

sylvia726

Hi @AkimasaKajitani

I have used your workflow template but encountering one question that I am not sure how to resolve.

See attached screesnhot - I have tried to filter 3 salesperson data of total 3827 records. When it generates to output files, it become 11481 output reocrds. Each data line items are being replicate 3 times.

Just curious if you know what's wrong in my workflow Appendix Fields (26)?

Many thanks!

Regards,

Sylvia

Book1.xlsx

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