Support on how to output data into multiple sheets in an Excel file

I´m looking for support for a specific workflow that I´m trying to set up. I´ve got an Excel file called "Archivo de Copia" (first image attached) which contains data that I want to process with my workflow in order to copy it and then paste it in a different excel file called "Archivo de Base" (second image attached) following certain criteria. The criteria goes as follows:

-All of VIN numbers should be pasted in the sheet called "En servicio retrasado"

-The VIN numbers that have more than 50 days in workshop should be pasted in the sheet called "RO > 50 dias"

-The VIN numbers that have between 49 days and 8 days in workshop should be pasted in the sheet called "RO > 8 dias"

-The VIN numbers that have less than 8 days in workshop should be pasted in the sheet called RO < 8 dias"

I´ve been trying to set up Filter Tool, Select Tool and Formula Tool in order to get the desired filtering but can´t seem to work my way around this. By reading some articles here in the Alteryx Academy resources I´ve managed so far to set up the workflow as I show in the images, but still I can´t reach the desired filtering.

Can anyone share your thoughts on this?

Screenshot (226).png Screenshot (225).png Screenshot (227).png

Archivo de Base.xlsx

Archivo de Copia.xlsx

Actualizacion de Dashboard.yxmd

Output

Accepted answers

Bren_Spill2

@Sergio_Ramirez Two things:

Your set up should look like this:

The block until done setup won't have any impact on the filter tools functionality. What is the issue with the results from that one filter tool?

Also - I can't run the workflow you provided as the file paths are all pointing to locations on your computer (all absolute). For me to be able to run it, you need to change the files paths to All Relative in Options > Advanced Options > Workflow Dependencies, and then Export your workflow - Option > Export Workflow

All comments

Bren_Spill2

@Sergio_Ramirez - try this:

Bren_Spill2

@Sergio_Ramirez - you can also create a formula that tags each record with the sheet name it belongs to, e.g.:

if [Dias en taller] >= 50 then "RO > 50 Dias" elseif [Dias en taller] >= 8 and [Dias en taller] < 50 then "RO > 8 dias" else "RO < 8 dias" endif

(Make sure that the range of days you use in your formula or filter tool is correct. The way your filter tools were set up you would miss any records where Dias en taller = 50)

Then you can use one output tool to write all three sheets:

Sergio_Ramirez

Hi @Bren_Spill

I applied your solution with the Block Until Done tool and it worked. My only issue with this is that I´m still missing the output of "En servicio retrasado" sheet in its entirety...what I mean is copying all the info as it is in this sheet and pasting it in the sheet of the same name in the output file.

I´m assuming this could be done by adding another Block Until Done tool, as I see that the tool only allows 3 outputs and has no configuration available. Would this path be the correct one?

Eitherway thanks in advance for your help with making the other 3 sheet work.

Sergio_Ramirez

Hi @Bren_Spill2

I´m assuming this could be done by adding another Block Until Done tool, as I see that the tool only allows 3 outputs and has no configuration available. Would this path be the correct one?

Eitherway thanks in advance for your help with making the other 3 sheet work.

Bren_Spill2

@Sergio_Ramirez - yes, I think adding another block until done should work for you. If you're still not sure, send a screen shot so I can see where you're at.

Thanks,

Sergio_Ramirez

@Bren_Spill2 I added the tool in the sequential order and I see that tha data was in fact copied in the excel file, however one of the filter tools that was already set up now has stop working (this tool being the one that filters > 50 days).

I´m assuming maybe my error is within the order in which the Block Until done is set up...

Screenshot (228).png

Actualizacion de Dashboard.yxmd

Bren_Spill2

@Sergio_Ramirez Two things:

Your set up should look like this:

The block until done setup won't have any impact on the filter tools functionality. What is the issue with the results from that one filter tool?

Sergio_Ramirez

@Bren_Spill2

My problem with the filter tool was that the first one wasn´t running as I was setting the Block Until Done incorrectly, that´s why I was getting the warning "tool can´t be used as it is being run with another process".

However, following your suggested workflow I edited it with the proper file paths and now it is working perfectly, just as I was looking for.

Thanks a lot for your assistance!

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