Can you automate creating files and putting them in specific folders on a network?

[Notes]

We have a large output file that contains data for a number of sales people - is it possible with Alteryx to split the file by person (driven by a value within the large file), then output it to specific folder of the same name on the network so that each person gets their data in a folder only they can see?   Could you then tie this into an automated email to that person to direct them to the link to the file location?

Any help/advice would be much appreciated 🙂

Many thanks

Jo

[fmvizcaino]

Hi @Notes ,

Yes, you can do all of it in Alteryx.

To learn more about outputting to multiple files, take a look at this topic where it shows how to send files to multiple tabs, the only difference is the selection of fullpath

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Output-to-multiple-sheets-within-an...

About the e-mail, you can use the email tool and use a field as a destination email and also as a body of your email.

Best,

Fernando Vizcaino

[Notes]

Hi there,

Thank you for the advice. I do not want to output multiple worksheets in the same file - I want to output those worksheets as separate files and then place them in a specified folder on the network (e.g. Worksheet for Joe Bloggs > output as file "Joe Bloggs.xls" and saved on the network in network/sales/JoeBloggs/Joe Bloggs.xls).

The email will then specify the link to the place on the network the file is saved to.

Is this possible to do?

Jo

Jo Bland
Head of Sales Analytics

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[fmvizcaino · Accepted solution]

Hi @Notes ,

Yes, you can do exactly as you want.

Example attached.

Best,

Fernando Vizcaino

[Notes]

Thank you so much!!  This is really helpful 🙂  Jo