Multiple Filters on a Large Data Set

[nwilder]

Hello

I have a large file of monthly data which comprises of Debit/Credit Amounts for 9 different companies and an average of 20 Ledger Accounts per company.  See portion of Excel Pivot Table below:

The first step for working with this data is to filter on each specific company/ledger account combination and to copy/paste that data to a new tab in the relevant Reconciliation. 

With there being 210 combinations (yes, 210 different Recs), this is a hugely time consuming first step that I was hoping to automate using Alteryx. 

I could use the Filter tool hundreds of times to complete this task but that seems inefficient and overwhelming to the workflow. 

Do you know of any other more efficient tools/combination of tools that I could use for this?

Thanks for your help.

[atcodedog05]

Hi @nwilder 

You can create a variable sheetname by contacting account and sub-account. Then configure output tool to change sheetnames using the column. Refer to the below highlighted configuration.

Workflow:

Hope this helps : )

[nwilder]

This looks great!  Unfortunately I get the error below when I run:

Any ideas?  

[JagdeeshN]

Hi @nwilder ,

Can you please share a sample workflow with this error.

Best,

Jagdeesh

[atcodedog05]

Hi @nwilder 

Sorry, i missed the response. Remove sheet name from formula and name formula as sheetnames.

Try to mimic like below.

Your formula would be

ToString([Company])+"-"+ToString([Ledger_Account])

Hope this helps : )

[nwilder]

Problem Solved!  Thanks so much! 🙂

[atcodedog05]

Thats great 🙂 Happy to help 😀 @nwilder 

Please don't forget to mark the helpful replies as solution 🙂