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Export different summaries to the same excel file and repeat the process

Kadi99
5 - Atom

I have data similar to the sample below, I need to have summaries as follows:

1- six different excel files for each financial year and product i.e. 2022 P1, 2022 P2, 2022 P3, etc. 

2- in each excel file, two different tabs, one includes summary be region and the other includes summary by buyer showing the total counts and sales.  

 

Financial YearProductRegionBuyerCountTotal Sales
2022P1WestIndividual2566
2023P1EastIndividual3584
2022P2NorthBank42225
2023P2NorthIndividual52684
2022P3EastBank122228
2023P3EastBank25423
2022P2EastBank8841
2023P3CenterIndividual53694
2022P1CenterIndividual6258
2023P1WestIndividual236841
2022P2SouthIndividual3288
2023P2WestBank525
2022P3WestBank6665
2023P3CenterBank856
2022P2NorthBank252
2023P3EastIndividual211

 

I am a beginner in Alteryx, so could you please guide me with details how can I deal with this without using block until done tool?

3 REPLIES 3
geraldo
13 - Pulsar

@Kadi99 

 

An workflow example 

individual and summarized

Qiu
21 - Polaris
21 - Polaris

@Kadi99 
I would do the same approach with @geraldo .
The point here is use the function of "Change the entire file path".

With this function, we can specify the Excel file name and Sheet Name as well.

a.PNG

Kadi99
5 - Atom

Thanks All !

 

I have addition question, can I use existing templates in excel and specify the range where the summaries shall be pasted using the approach you mentioned above?

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