How to create folder and move the transactions items to the respective names

[vinutha1]

Hi guys,

Kindly help me to achieve this scenario:

1. I have a scenario where am looping all the transactions in a excel file.(Main Sheet)
2. I Am writing the results in an another excel(Results sheet) only with the owner ID.
3. Once all the transactions are processed in main sheet i need to create the folder with the owner names(on of the column) given in the main sheet. Also inside the folder, I need to create a excel with all the data from results sheet based on their respective ID.
4. Finally, each folder of owner names contains an excel with respective data(Based on ID).

Main Sheet:

Results sheet:

[blathursby (Karl Mielnicki)]

Hi, check out following approach:

1. Create a datatable (or list) of unique IDs from Results table.
2. For each unique ID check its Owner Name (lookup in Main Table)
3. Create Folder
4. Filter Results table to keep only rows with specified ID
5. Write filtered table to output
   Example code attached
   Sequence6.xaml (9.9 KB)

[vinutha1]

Hi @blathursby ,

Thank you for the reply. However, the sequence given is not working. getting the following error

[pravin_calvin (pravin kumar)]

Hi @vinutha1

Could you share the file here with dummy data as per requirement?

Regards

[vinutha1]

Hi @pravin_calvin

Folder.xlsx (10.0 KB)

[pravin_calvin (pravin kumar)]

Hi @vinutha1

As per your requirement i have created a file Refer to the zip file below!

And Make changes based on Your Folder paths!

TestFile.zip (23.4 KB)

Regards

[vinutha1]

@pravin_calvin

Thank you so much…its working well!

Can you please tell me inside the folder of owner’s how to get all data in one excel instead of creating multiple excel with each ID.

[pravin_calvin (pravin kumar)]

@vinutha1

Clarification needed!

You need the whole data instead of each id data in each excel?

Regards

[vinutha1]

@pravin_calvin

yup…inside the each owner’s folder, need only one excel with whole data.

Here, ID can be multiple for each owner name in main sheet.

Folder.xlsx (11.8 KB)

[pravin_calvin (pravin kumar)]

@vinutha1

Refer to the xaml below!

As per requirement change the condition in if activity!

true–> will result the whole excel without Duplication.

False–> will result the whole excel expect Duplicates.

test_Sequence.xaml (13.2 KB)

Regards

[vinutha1]

Hi @pravin_calvin,

Firstly, Thank you for your time!!

Am sorry! I think my question is not clear. let me give you a better picture.

Am expecting the output to be like this

Folder creation is right!

Inside each Folder of owner I need output in only one excel . (Here it is saved with current date)

Makand owner has 101 and 102 data(ID). so both data should be written in that excel(12-11-2021.xlsx)

Like wise…for each folder of owner I need excel to be created only one with their data written based on the ID’s matched.

Hope so now I have explained my requirement better!

[pravin_calvin (pravin kumar)]

Hi @vinutha1

The below xaml will work as per the above requirement!

Apology for being delayed!

test_Sequence.xaml (11.3 KB)

Regards

[vinutha1]

Hi @pravin_calvin ,

Thank you!! I am getting the error as below shown. Which Package should I update?

[pravin_calvin (pravin kumar)]

Hi @vinutha1

Please refer to the zip file below!

TestFile (2).zip (22.9 KB)

Regards

[vinutha1]

@pravin_calvin

Thank you so much!! Working good as expected.