Hello
I have a large file of monthly data which comprises of Debit/Credit Amounts for 9 different companies and an average of 20 Ledger Accounts per company. See portion of Excel Pivot Table below:
The first step for working with this data is to filter on each specific company/ledger account combination and to copy/paste that data to a new tab in the relevant Reconciliation.
With there being 210 combinations (yes, 210 different Recs), this is a hugely time consuming first step that I was hoping to automate using Alteryx.
I could use the Filter tool hundreds of times to complete this task but that seems inefficient and overwhelming to the workflow.
Do you know of any other more efficient tools/combination of tools that I could use for this?
Thanks for your help.
Hi @nwilder
You can create a variable sheetname by contacting account and sub-account. Then configure output tool to change sheetnames using the column. Refer to the below highlighted configuration.
Workflow:
Hope this helps : )
This looks great! Unfortunately I get the error below when I run:
Any ideas?
Hi @nwilder
Sorry, i missed the response. Remove sheet name from formula and name formula as sheetnames.
Try to mimic like below.
Your formula would be
ToString([Company])+"-"+ToString([Ledger_Account])
Hope this helps : )
Problem Solved! Thanks so much! 🙂
Thats great 🙂 Happy to help 😀 @nwilder
Please don't forget to mark the helpful replies as solution 🙂