Split Excel report into separate named files based on specific column

Question

I am very new to Alteryx and have been searching the discussions form some guidance on what I need to achieve.

I have a report in Excel, I would like to do the following:

* Split data into an individual version for each person based on the name given in a column i.e. Column X shows Person A, Person B, Person C, Person D
* Populate a set template for consistency for each person
* Name each file with the person's name and Excel sheet number

Any advice would be greatly received :-)

mdownesnhs11 · Answer

Thanks, I'll give that a go - how would I ensure this populates a specified template for each person?

dwstada · Answer

@mdownesnhs11 create a new column with the filepath to where you want the files to be stored and add the "Name" column to that filepath.

then select to replace the output tools filepath from a field within your table with this newly created column

it needs to be the entire file path option, otherwise it will create only one file with one sheet per person

mdownesnhs11 · Answer