writing output to different directories(client id) based on client id

writing output to different directories(client id) based on client id, and writing only client info specific to client id

Hello Alteryx Community,

I am working on a work flow where I am connecting to DB, and reading multiple client info. There will many reports specific to each client(all reports are similar, but want to break down the reports per client). I dont want to add a formula before each of the output to specify the folder location and write the output. I want to add a formula in the after reading the data from DB and then filter and write the data

I am following below approach

1. Create respective folders(client id) under the output directories, based on the multiple client data that I am reading from the DB.

2. Using a formula to specify the directory location.

3. Sort or filter the data based on the client id --> I dont think I am doing right here

4. write the client data to the respective client id directory under output folder

Attaching the sample client info sheet and the alteryx workflow.

Appreciate community suggestions.

Thanks

Client sheet.xlsx

moving client info to client folder.yxmd

Workflow

Accepted answers

PeterA1

@praveen022

Hmm, I will look into that and see about why that might be. Strange because I only added an output data tool.

Regardless, here is the configuration of the output data tool which will essentially: "create a new excel workbook (and union the data) for every unique item in the field". Specifically, the part of the screenshot that directs it to create a new sheet (or a file, you have options) is highlighted.

PS:

With 2019.3 you can now apply tools to canvas from the interactive results grid! Lots of cool new features 🙂

output data.PNG

All comments

PeterA1

@praveen022

I think this might help!

In the output data tool you can configure to write a new file for each value in a field. Attached is a sample configuration for this using an output to excel.

moving client info to client folder.yxzp

praveen022

@PeterA1 I am not able to open workflow as I am receiving below error "This workflow was created by a more recent version of Alteryx, and may contain tools or functionality not present in this version. Alteryx does not support using an earlier version of Alteryx to open a workflow created with a newer version. For best results, download the latest version of Alteryx."

Looks like I am on older version of Alteryx (2019.2.562427)

PeterA1

@praveen022

Hmm, I will look into that and see about why that might be. Strange because I only added an output data tool.

PS:

With 2019.3 you can now apply tools to canvas from the interactive results grid! Lots of cool new features 🙂

output data.PNG

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