Split the excel file as per names in column keeping format, dropdown option etc as it is a
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I have a excel and it has few columns with dropdown (to be filled), few numeric columns in required format, few hidden columns and a column where name of a person is given.
Column where persons name is populated may same name 4 times, 2 times, once, anything.
I have to create a output file which is by splitting file by persons name.
For example,
Below is my excel file.
Column E and F are drop down columns which requires input by user.
Based on Column F, split the file keeping formatting and dropdown setting everything as it is.
So output file for Arjun should have first 3 rows and so on.
And finally, emailing the file to Arjun and other users as per the data
Input Data | |||||||||||
A | B | C | D | E | F | F | H | J | K | L | M |
123 | James | Tier 3 | N/A | <<Select>> | <<Select>> | Arjun | Arjun | - | 533 | - | 4,205,311 |
21 | Danu | Tier 5: <$1B | N/A | <<Select>> | <<Select>> | Arjun | Arjun | - | - | - | - |
43 | priya | Untiered | N/A | <<Select>> | <<Select>> | Arjun | N/A | - | - | - | - |
543 | payal | Tier 4 | N/A | <<Select>> | <<Select>> | Chintan | Chintan | - | - | - | - |
6775 | prachi | Tier 4 | N/A | <<Select>> | <<Select>> | Raj | N/A | - | - | - | - |
788 | suni | Tier 5: <$1B | N/A | <<Select>> | <<Select>> | Raj | Raj | 3,358,956 | 527,239 | - | 104,637 |
976 | shina | Untiered | N/A | <<Select>> | <<Select>> | Raj | Raj | - | 10,065,595 | - | - |
234 | john | Tier 5: <$1B | N/A | <<Select>> | <<Select>> | Riaan | Riaan | 8,092,137 | 510,876 | - | 5,168,328 |
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Hi @PB41091, you can use the "Take File Name From Field" > "Change Entire File Path" option in the output data tool to write files splitting on the person's name. Here is the tool mastery article that explains this option:
For the emailing piece, you would need a block until done tool to first write these files, and then send an email with the files. See the example in this blog :)
