Output multiple Excels with several tabs

Hi Alteryx Community!

Right now I am trying to export each unique entity id as it own excel sheet with each excel sheet have 3 tabs with different information (meaning if I have 7 unique entity ids then I should get 7 excel workbooks each workbook with 3 tabs); whats the best way to do this?

Output

Accepted answers

wdavis

The attached workflow will show you how to achieve this. The first portion of the workflow that I have placed into a container is where you will need to build in your own logic which determines which ID's go to which files and tabs - I have just created this for a sample.

The Formula tool after the Join is then used to build the logic for a filepath for each record in your data. Then in the final output you are then changing the output based on this entire full path.

You will of course need to update the folder destinations as well when building this for your work.

Let me know if you have any questions on the above.

Thanks

Will

MultipleOutput.yxmd

wdavis

Perfect! In that case, can you mark this solution accepted so that other users in the community can also benefit if they have a similar issue.

Thanks

Will

All comments

wdavis

Hi @Jswartz5

You would need to use the Formula tool to create a new field 'FilePath', which you would then be able to define the file path as well as the specific tabs that you want to save the data to.

This would require building the logic into the Formula tool to make sure the right ID's went to the correct tabs.

Do you have a sample of those ID's and the desired output? We could then show you how the configuration would look

Thanks

Will

Jswartz5

I have attach an excel with one tab being the sample ids and what the 3 tabs look like

FACTA Reporting Enity_.xlsx

Quick Links

This months top contributors

SophiaF 432

AkimasaKajitani 390

mceleavey 388

mbarone 337

michael_weaver 335