Dynamically Output Excel sheets using value of account field

Question

I want to output to Excel, with a sheet for each value under my 'account' field.  I know I can use multiple Filter, Block Until Done and Output tools to manually do this.   But, I want to do it dynamically in the least steps possible.

JohnJPS · Accepted Answer

Sure, in the Output tool, for file type .XSLX, look at the bottom of the config panel:

* Check the "Take File/Table Name from field" option
* Specify Change File/Table Name in the first drop-down
* Select your Account field in the last drop-down

This will then output separate sheets for each account.

BenMoss · Accepted Answer

Hi @hellyars

There are a series of options available at the bottom of the output data tool to allow you to do this extremely simply.

Simply check the option 'change table/file name from field'.

Then select your field. Choose the 'change table/file name option. This for an excel file will create a new sheet for each value.

Hit run :)

Ben