Export data to different excel workbooks

Question

Hi,

I am trying to split up a file by branch so that it can be sent to different managers based on location. I need all the same data from the file to be in each excel workbook but would basically split up the excels by location (found in a certain column. Each workbook would also have two tabs.

example:

Location Column - if NY, create new excel file with same 2 tabs and send as an attachment to the specific NY Branch Manager

Location Column - If LA, create new excel file with same 2 tabs and send as an attachment to the specific LA Branch Manager

i already have the two tabs but in the file set up so now i just need to split the actual excels by location.

any guidance would be greatly appreciated - Thank you!

Thanks,

Diana

digitalmemo · Answer

@dattina2287 you may refer to my workflow as reference. You need to alter the paths first to make it work.

Export data to different excel workbooks.yxmd

DataNath · Answer

Hey @dattina2287, I recently built a macro that can split a dataset into multiple Excel outputs based on a chosen field.

https://community.alteryx.com/t5/Public-Community-Gallery/Output-to-multiple-Excel-files-or-sheets/ta-p/951995

However, I'm a little confused on the same 2 tabs part. If you try the above with the 'Multiple files' option selected, selecting your branch/location as the grouping field, does that hit your requirement or get you close?