Using Reporting Tools to create Multiple Excel Files with Multiple Tabs

[zkhadi]

i Team, 

Can someone please help with the below ? 

So I need my output to have different tabs output?

[LordNeilLord]

Hey @zkhadi

You need to first build a formula that sets the full file path and the sheet name that you wish to save:

Then configure your output tool to "change entire file path"

[mceleavey]

There's not really enough information here, but you can generate multiple outputs by using the "Take File/Table Name From Field" option, and selecting the field that would determine the split:

This is often used for splitting out records into multiple files by date or date ranges.

Let me know if this is what you're after.

M

[LordNeilLord]

@mceleavey

I forgot about that bit....good call

[zkhadi]

Hi M, 

Many thanks in the below. 

I have now provided more information. 

Please see attached... I need my output to look like this. ( so my output should have tabs)

Could you please help? Pls also see the Alteryx workflow as an example

[LordNeilLord]

Hey @zkhadi

I think this what you are after

[zkhadi]

Hey thanks ! this worked. 

But pls can I ask how did you get the sheet option there? 

[mceleavey · Accepted solution]

Hi @zkhadi,

In @LordNeilLord's example you would create a field, in this case named "Sheet" using whatever logic would determine the split. For example, if the sheets are split by month/Year, then create a field showing the month/Year from the date in the data, and use this field. This will then assign the records to the appropriate sheet. As new dates are added, the new records will create a new sheet, and so on.

Hope this helps.

[zkhadi]

Thanks understood worked !