Alteryx creating sub groups

Question

Dear Alteryx community,

i was hoping if anyone could kindly help on solving the following issue:

i currently have a raw listing (with accounts, document numbers and amounts) in which i proceed to filter certain selected accounts using another file. Subsequently i am not sure how to break the respective raw listing into separate accounts (while maintaining the document number, account and amount details).

I have attached the following:
1. Raw listing

2. Accounts to be filtered

3. Example of the desired result

4. current incomplete formula

P.S. i don't want to just "group by" in a single listing, i am hoping to break them into separate individual listings.

Appreciate all the help ,

Many thanks and best regards,

Accounts selected.xlsx

Raw listing.xlsx

Desired Result.xlsx

Incomplete Subgroup break formula.yxmd

cmcclellan · Accepted Answer

You were VERY close!

I created a formula to create the sheet name and then the important part is the configuration of the Output tool when you check "Take File/Table Name From Field"

Tyro_abc · Accepted Answer

Hi @ahmad_mohamad

You did it perfectly. According to my observation, you need only to change the date format. So I add only a Datetime tool and deselect some of the columns.

Check this...

Regards

Arundhuti