Move into separate sheets for Output

[Jenina]

Hi Everyone,

My output will look like the below, I need to group these balances into different sheets, balance1 on sheet1 and so on. The name of the account will not be specific as it changes daily so it should be dynamic. Any easy way to do this? Thank you!

Account	Side	CCY	Amount	RowCount
balance1	debit	AUD	100	1
balance1	credit	AUD	-200	1
Total			-100	1
balance2	credit	USD	-300	1
Total			-300	1
balance3	debit	EUR	500	1
balance3	credit	EUR	-100	1
Total			400	1

[jrlindem]

@Jenina 

Yes, this is very possible.  Take a look at the example workflow shown below.  The attached file will show you exactly what I'm up to:

What you’re really after though is making sure you have each row associated with the right balance category.  As you stated, this can be dynamic to whatever the account name is.  You just need that “total” line to also be associated, so the multi-row-formula tool helps cast that value onto the next line.

Then we use that information to create an output filepath.  The “.\” just puts the output in the same location as where your workflow is saved, but you can specify where you want that with a full path.

Then use the formula tool to “build” the entire filepath, dynamically in accordance with each account name.  The output for your example data is three distinct files.

Hope this helps!  -Jay

[jrlindem · Accepted solution]

@Jenina 

In re-reading your question, you wanted separate sheets, not files.  This can be accomplished using the same technique but instead of using the [Account_Name] to separate out the file, you can use it to specify the sheet name instead.

Use this formula:  ".\" + "outputfile.xlsx|||" + [Account_Name]

And change the output to "Create New Sheet" (otherwise it just keeps overwriting your existing file)

Sorry for any confusion, -Jay

[Jenina]

@jrlindem 

This works, thank you!