Applying filter in batches and writing data to Excel

In my input data I have 100 line items comprising on 5 columns and one of the column is name of the client which is a dynamic field. I need to filter data using the client name and then write it to one excel sheet with client name as sheet name. I think I will have tom create a batch macro here but not sure. Please help!

Batch Macro

Accepted answers

DataNath

Hey @hasnain_abbas, no need for a batch macro here. If you just go to your Output Data tool and 'Take File/Table Name From Field' you can then select your [Client Name] field, ensuring you're using 'Change File/Table Name', as so:

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DataNath

caltang

I solved something similar-ish here: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Replacing-DCS-with-Alteryx/m-p/1193545/highlight/true#M296001

The concept is to use the Output data tool and Formula tool to get the Sheet Name of your choice exported accordingly via a path. You can filter the names you need, then export the names you need into 1 file with multiple sheets no issue.

TimN

Here's two examples naming individual sheets or separate files...

New Workflow5.yxmd

hasnain_abbas

I also need to filter the data for each client as I want to only write data specific to that client in the excel sheet. The number of clients is dynamic and may change every time I run the workflow. So, how to ensure that I am filtering automatically for each of the clients present in the data set and then writing data for that client to the excel? Thanks!

DataNath

Hey @hasnain_abbas, doing what I suggested above will filter/split the data based on changes in the field you pick so you'd get a sheet for only Client A, then client B will have it's own sheet and so on...

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