Greetings Alteryx Family! Hoping you can help here!
Context: I have a large list of items that I manually create groupings out of. For each Grouping I must populate a 2 sheet template with information on the list of items (at 2 different levels of detail - hence the 2 sheets). These are customer facing templates and therefore must be formatted and look nice (they cannot just be data dumps), and 2 separate files is not acceptable.
I attached a sample flow and sample output template that is a representation of my data and output requirements. This is about as far as I can get on my own - I can successfully populate a template ONCE as well - but iterating through populating the same template for multiple groupings, and iterating through populating 2 data streams on 2 different sheets in the same file is beyond me! I know this will likely be some macro work, but not sure where to start.
HELP NEEDED
The simple sample flow attached results in 2 separate, unformatted outputs for each grouping - this is not desired.
-I need this to populate a a formatted excel TEMPLATE (not an unformatted output). I cannot figure out how to do this AND repeat for each grouping - saving to a new filename each time.
-I need the Identifer Data and Detail data on TWO sheets (2 templates) in the same excel workbook - not 2 separate files. I cannot figure out how to do this AND repeat for each grouping, while still using the templates
- I would like some information (the grouping) to populate as a header above the table (rather than just part of the filename). Help on the first 2 may answer how to accomplish this one.
Thank you!
