Dynamically Filter by Source & Export to Multiple Excel Files

Hi all,

I was hoping that you could help me with a very simple issue that I cannot seem to get my head around. Any help would be greatly appreciated.

Background:

Step 1.

Take one excel file with one tab (Primary), filter that by one field in column A & then post that data to another specific field in a separate excel file with multiple tabs (Template).

Step 2.

After the info from Primary is transferred to the specific tab in Template, I need to take a different tab in Template (that is calculated based on the original import tab into "Template") to an export file.

The complication I am running into is that I need this to be able to run for multiple filters in column A of Primary and produce multiple Templates files as an output. The user of the app also needs to be able to select the filter in column A of Primary by using a List Box tool.

Ideally, there would be around 30 or so Templates that need to be created. My hints were to use macro & use the block until done tool. I just can't seem to logically visualize how to do this in Alteryx. Again, any help would be greatly appreciated.

Thanks,

Macros

Dynamic Processing

Accepted answers

DavidP

Ok, here's the final bit.

In the macro, you have to define where the Temp folder is that you're going to write to (your users will have to set one up, or you can create one with another dos command and Command batch tool)

You also have to define where the Template file is.

These are both done in the Text Input tool like so:

In order to write the output to the user's desktop, you can use the following formula to set the output path.

desktop folder.png

primary to multiple templates.yxzp

All comments

DavidP

I think what you want to do is perfectly doable. If you can get it working for one filter, converting it to an app where you can run it multiple times with different filters is pretty easy.

Have a look at the attached. I think it does what you want for one filter. I'll post separately with the app attached.

iput output file.png

dynamic filter output file.yxzp

DavidP

Here is the app... with a few minor improvements.

I'm assuming the reason you want to do it this way is because it will be too difficult to reproduce the logic from your template file in Alteryx?

If you could do that and remove the reliance on your template file, it would probably be a cleaner solution.

iput output file app.png

dynamic filter output file.yxzp

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