Split output based on client name and email

[esabay]

Hi All, 

How do I separate output based on Client name and get an email draft in Outlook similar to the below picture using the below sample data? I used basic filtering but seems to take up a lot of time since as I am a lot of Client name. Thank you

[Kenda · Accepted solution]

Hi @esabay 

This seems like a great use case for a batch macro! Simply use your list of names as the control parameter to send each email separately. 

Check out this article to learn more: https://help.alteryx.com/20231/designer/batch-macro 

[esabay]

Hi!

Thank you for the help! But can the batch macro separate the client names too? Sorry for the question as I am all new to Alteryx

[OllieClarke · Accepted solution]

Hi @esabay 

I think the reporting tools with their group by functionality are what you want here:

You can construct your email using the table and report text tool, and then use the data to email the relevant info to the right person in the email tool.

Hope that helps,

Ollie

[Kenda · Accepted solution]

@esabay 

Yes, this is exactly what your batch macro will do if you select client name as the field to use for your control parameter:

Relating this back to the article I linked above, the batch macro will run once for each client name from your input file. 

[esabay]

Thank you both for the help

[ronxav]

Hi Olie, Same process but instead of the table can we get an excel attached to the email?