This site uses different types of cookies, including analytics and functional cookies (its own and from other sites). To change your cookie settings or find out more, click here. If you continue browsing our website, you accept these cookies.
i have around 300 excel files in a single folder. They all follow the same format except, naming convention, where the data is placed on the excel etc. but each file is specific to a customer and therefore shows different data.
What i want to do is to use alteryx to go into a directory and create a pdf version of each excel using the print parameters in the workbook and create 300 PDFs which i can then mail to each customer.
What is the best way of doing this? is this even possible thorugh Alteryx?
You can use a directory tool to import the file/sheet name for each individual files.
From there, you can use what is called a batch macro to iterate through each file. The batch macro can import the file, use the reporting tools to create your PDF format, and then a render tool to output to PDF.