For the below data - I'd like to use a filter or formula for the input data and have the desired output: (Please note the the values in browser/application columns may be (alphanumeric with special characters) Input Issuesbrowser/applicationOwner1ChromeGoogle2FireFoxmozilla3Edgemicrosoft4IEMicrosoft5powerappsmicrosoft6drivegoogle7safariapple Output Issuesbrowser/applicationOwner1ChromeGoogle2FireFoxmozilla5powerappsmicrosoft6drivegoogle7safariapple Once the above is achieved I'd like to output the data into separate worksheets - an example below: Worksheet 1 Issuesbrowser/applicationOwner3Edgemicrosoft4IEMicrosoft5powerappsmicrosoft Worksheet 2 Issuesbrowser/applicationOwner1ChromeGoogle6drivegoogle

Filter or Formula to export into different worksheets

For the below data - I'd like to use a filter or formula for the input data and have the desired output:

(Please note the the values in browser/application columns may be (alphanumeric with special characters)

Input

Issues	browser/application	Owner
1	Chrome	Google
2	FireFox	mozilla
3	Edge	microsoft
4	IE	Microsoft
5	powerapps	microsoft
6	drive	google
7	safari	apple

Output

Issues	browser/application	Owner
1	Chrome	Google
2	FireFox	mozilla
5	powerapps	microsoft
6	drive	google
7	safari	apple

Once the above is achieved I'd like to output the data into separate worksheets - an example below:

Worksheet 1

Issues	browser/application	Owner
3	Edge	microsoft
4	IE	Microsoft
5	powerapps	microsoft

Worksheet 2

Issues	browser/application	Owner
1	Chrome	Google
6	drive	google

Custom Tools

Accepted answers

binu_acs

@geeklarokcmie I put all the sheets in one Excel workbook

Filter_250124.yxmd

binu_acs

@geeklarokcmie Your formula assigning a value instead of filtering

[Owner] IN ("jane doe","jill doe")
OR
(
   [Owner] IN ("john doe") 
   AND 
     (Contains([Application], "Chrome")
   OR
    Contains([Application], "Drive")
   OR
  Contains([Application], "SnapChat")
))

All comments

binu_acs

@geeklarokcmie Just filter out the fields that you don't want then use the output tool and configure like the attached workflow

Filter_250124.yxmd

geeklarokcmie

Appreciate your response.

However, the input data has various values in applications/systems column and only three owners tied to various applications (ex: Jane Doe, John Doe, Jill Doe).

I want the desired output to have all the three owners along with only specific applications from John Doe. How is that achieved?

Also, how can I export the data based on a value in column to different worksheets?

aatalai

@geeklarokcmie use a formula tool with file path of where you want it saved filepath/ + [owner(or other field you want to split into) ] + .xlsx|||sheet1

And then use the output tool saying get filepath from field

geeklarokcmie

Appreciate your response.

But the formula tool is requiring an output column? And when I add the below formula it runs into the error :

filepath//C:\Users\JohnDoe\OneDrive - AE\Pro - T\SN + [owner(apple)]+ .xlsx|||sheet1

ErrorLink: Formula (5): https://community.alteryx.com/t5/*/*/ta-p/741733?utm_source=designer&utm_medium=resultsgrid|Parse Error at char(0): Unknown variable "filepath" (Expression #1)

aatalai

create a new field and call it filepath or anything you fancy

geeklarokcmie

Files are being output as separate excel files. How can I output them as different sheets in the same excel workbook?

screenshot.png

binu_acs

@geeklarokcmie Can you provide a sample file with your expected result?

geeklarokcmie

INPUT:

Number	Application	Group	Owner
1	Chrome - Production	Google	John Doe
2	Edge	Microsoft	Jill Doe
3	Iphone - Production	Apple	Jill Doe
4	Drive - Production	Google	John Doe
5	PowerApps	Microsoft	John Doe
6	FireFox	Mozilla	Jane Doe
7	Safari	Apple	Jane Doe
8	TikTok	TikTok	Jane Doe
9	LinkedIN	LinkedIN	Jane Doe
10	SnapChat-Model	SnapChat	John Doe

I'd like to output a result based on the above input - when the owner is John Doe but the applications does not contain the following values "Chrome", "Drive" and "SnapChat"

OutPut:

Number	Application	Group	Owner
2	Edge	Microsoft	Jill Doe
3	Iphone - Production	Apple	Jill Doe
5	PowerApps	Microsoft	John Doe
6	FireFox	Mozilla	Jane Doe
7	Safari	Apple	Jane Doe
8	TikTok	TikTok	Jane Doe
9	LinkedIN	LinkedIN	Jane Doe

Then, I'd like to export the output based on the group into same worksheets on the excel workbook:

Sheet1:

Number	Application	Group	Owner
2	Edge	Microsoft	Jill Doe
5	PowerApps	Microsoft	John Doe

Sheet2:

Number	Application	Group	Owner
3	Iphone - Production	Apple	Jill Doe
7	Safari	Apple	Jane Doe

binu_acs

@geeklarokcmie I put all the sheets in one Excel workbook

Filter_250124.yxmd

geeklarokcmie

Thank you so much. Your below workflow worked for.

Another query - I need to get all the all the applications by the owner "jane doe" and "jill doe" along with only few applications such as "chrome" "snapchat" and "powerapps" by the owner "john doe"

Can you explain me why the below IF formula doesn't work for the above query?

IF Contains([Application], "Chrome") THEN "Chrome"
Elseif Contains([Application], "snapchat") THEN "snapchat"
elseIF Contains([application], "powerapps") THEN "powerapps"
Else [Application] endif

binu_acs

@geeklarokcmie Your formula assigning a value instead of filtering

[Owner] IN ("jane doe","jill doe")
OR
(
   [Owner] IN ("john doe") 
   AND 
     (Contains([Application], "Chrome")
   OR
    Contains([Application], "Drive")
   OR
  Contains([Application], "SnapChat")
))

geeklarokcmie

@binu_acs Appreciate your expert help in this matter. Thank you. Workflow is perfect now.

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