Hi,
I am trying to split up a file by branch so that it can be sent to different managers based on location. I need all the same data from the file to be in each excel workbook but would basically split up the excels by location (found in a certain column. Each workbook would also have two tabs.
example:
Location Column - if NY, create new excel file with same 2 tabs and send as an attachment to the specific NY Branch Manager
Location Column - If LA, create new excel file with same 2 tabs and send as an attachment to the specific LA Branch Manager
i already have the two tabs but in the file set up so now i just need to split the actual excels by location.
any guidance would be greatly appreciated - Thank you!
Thanks,
Diana
Hey @dattina2287, I recently built a macro that can split a dataset into multiple Excel outputs based on a chosen field.
However, I'm a little confused on the same 2 tabs part. If you try the above with the 'Multiple files' option selected, selecting your branch/location as the grouping field, does that hit your requirement or get you close?
@dattina2287 you may refer to my workflow as reference. You need to alter the paths first to make it work.