Moving data from one excel to specific cells in another?

Hello, i am new to alteryx and looking to take data from several columns in an excel to create a customer friendly excel product file. I want to take things like product name, warehouse location etc and move it to a different layout that i can give to the customer. Ideally i would like to use one master file to create another file with each customer having their own sheet.

Any tips?

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Accepted answers

DataNath

Hey @Monkey_Magic, thanks for that - really helpful!

How does something like this look? A lot of the prep here is really just renaming/re-ordering the fields within the Table configurations, then building a second table that we use for the Payment/Manager details for the top of the sheet. When output, the report looks like so and is automatically split on the Customer Name to an individual sheet each:

Hope this helps but please let us know if not and can revisit!

Create individual customer reports.yxzp

All comments

DataNath

@Monkey_Magic are you able to provide a little example of something you're working with or mocked up data that's similar? In terms of only showing certain columns, you can use the Select tool to re-order, rename and change data types of fields. If you want a different layout then there's also the transformation tools where you can pivot data and such. If you want to apply additional formatting i.e. colours/column/row rules then you can also bring in reporting snippets before rendering to Excel. If not, you can just output to Excel as standard. However, both offer the option to split on certain fields into different workbooks/tabs so you could create individual tabs for each customer as you say. With a bit of mock data to work with it'd be easier to build out a suitable example for you!

Monkey_Magic

Hi sure,

My basic idea is to pull in the information needed from a raw excel file, I filter by my name and the currently run a macros to generate individual customer files. My alteryx idea would be to filter the raw data by customer number and then populate the fields in the template. Attached is a cleaned up version of the excel file with all the data and then my general desired looking customer file

example raw data.xlsx

example customer file.xlsx

DataNath

Hey @Monkey_Magic, thanks for that - really helpful!

Hope this helps but please let us know if not and can revisit!

Create individual customer reports.yxzp

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