Email Tool - Attaching files generated from multiple sources based on user combination

[birlaparitosh]

Hi All,

Need help with the captioned subject.

In essence, I have 4 streams of exceptions identified from the data.  I have two options:

1. Segregate the 4 streams into 4 files or

2. Put all 4 streams into 1 excel file with 4 tabs.

At the moment I have chosen option 1, but would be good to know how to get option 2.

Main thing I am after is currently with option 1, I get a multiple number of files from each stream.  Each email goes to 3 users.  However, if I look at the combination of the three users (creating a unique group name based on a combination of their names), then I still get multiple files.  Now instead of bombarding them with one email for each file, I'd like to combine all 4 files into one email.  How can I achieve this, such that I don't bombard them with multiple emails?  E.g.:

Sr	User 1 Name	User 2 Name	User 3 Name	File Type
1	A	B	C	1
2	A	B	C	2
3	A	B	D	2
4	A	B	D	3
5	A	D	C	1
6	G	H	I	4

If I get 6 outputs from 4 streams based on user combinations above, then I want Alteryx to send 4 emails instead of 6, and put File 1 and 2 into one email, instead of 2 different emails.  Attached is the current flow I have developed.

[afv2688 · Accepted solution]

Hello @birlaparitosh ,

This a quick demonstration of how to merge different reports on the same file.

You need to create a variable which will be used to set the names for the different sheets. Afterwards you union them and separate them or group them by the naming used.

Last step would be to then send the file.

Regards

[birlaparitosh]

Thanks @afv2688 - I had already unioned these by unique file name combination.  So was able to get Alteryx to create a new file for each unique user group.

Learnt the layout tool, and that helped to create tabs within the same file.  That helps to reduce the number of files and limit it to the combination of users achieving the same result.  So now all closed.  Thank you so much for your response!

My updated solution in picture.