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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Outputting files per different manager

kcoleman
8 - Asteroid

Hi all

 

I've attached a test excel file of something I'm working on. I'll have a dataset of employees and want to output different files per each different manager and senior manager, so each have their own employee's information only. Is that possible? What would be the best way to approach this?

 

What's not in the test file but something I will also have, is extra tabs with pivots analysing the data.

3 REPLIES 3
OllieClarke
15 - Aurora
15 - Aurora

Hey @kcoleman you can use the normal output tool with a bit of pre-processing to do this:

OllieClarke_0-1639393197098.png

OllieClarke_2-1639393255914.png

 

Once you've pivoted your values to get a single column of your managers,

OllieClarke_1-1639393240452.png

you can create a filepath (you can then output these to multiple locations or wherever you want based on their name and logic you have in place). In the output tool at the bottom you can then use the filepath you've created to update where the files are being written.

OllieClarke_3-1639393342687.png

Hope that helps,

 

Ollie

kcoleman
8 - Asteroid

Thanks Ollie, this is absolutely spot on.

 

Couple of other quick points - I've ticked the preserve formatting box but what range would I need to make this work, considering the files are being divided out and the initial input will have a much larger range than the output?

 

And what's the best way to piece back together other tabs into each file? Like I said, I'll have multiple tabs with various excel pivots that will need to remain in all of the outputs so the managers can play around with their data.

 

I'm sure this is all basic Alteryx stuff - but bear with me, I'm learning on the job 😆

OllieClarke
15 - Aurora
15 - Aurora

@kcoleman 

The preserve formatting option is if you're writing into a range (named or otherwise) in an already existing excel. If you're creating the excel with this workflow then there won't be any formatting to preserve (unless you create it yourself using reporting tools)

There's more info here: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Formatting-Excel-Output-File/td-p/6867...

 

If you want to keep everything, then you could run a batch script to copy the file and paste it into the new location. You would then overwrite the sheet which has the relevant data after this copy process has run so the files are left with just the relevant data.  

OllieClarke_1-1639396105446.png

There's more info on the run command tool here: https://help.alteryx.com/20213/designer/run-command-tool and here: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Run-Command/ta-p/31548

 

Hope this helps,

 

Ollie

 

 

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