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SOLVED

Dynamically Output Excel sheets using value of account field

hellyars
13 - Pulsar

I want to output to Excel, with a sheet for each value under my 'account' field.  I know I can use multiple Filter, Block Until Done and Output tools to manually do this.   But, I want to do it dynamically in the least steps possible.

3 REPLIES 3
JohnJPS
15 - Aurora

Sure, in the Output tool, for file type .XSLX, look at the bottom of the config panel:

  • Check the "Take File/Table Name from field" option
  • Specify Change File/Table Name in the first drop-down
  • Select your Account field in the last drop-down

This will then output separate sheets for each account.

BenMoss
ACE Emeritus
ACE Emeritus

Hi @hellyars

 

There are a series of options available at the bottom of the output data tool to allow you to do this extremely simply.

 

Simply check the option 'change table/file name from field'.

 

Then select your field. Choose the 'change table/file name option. This for an excel file will create a new sheet for each value.

 

Hit run :)

 

Ben

hellyars
13 - Pulsar

Yeah, that's it.  THANK YOU.   I forgot its buried at the bottom of the menu.  Trying to use two OSs at once - Windows app UI is so different. 

 

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