Exporting a file per customer

#1

Data.xlsx (28.6 KB)

I’ve got a base with records per customer (see attachment)

  1. I would like to export a file per customer with a given name (e.g. Customer Name + Month(Today())
    What’s the best way to proceed?
  2. Bonus: is it possible to export to a different folder based on the customer name?

Thanks in advance
Michel

#2

Hi Michel,

Check out example #2 in the examples on the tutorial article on iterations: https://easymorph.com/learn/iterations.html. The example does exactly that – it splits a dataset into several files.

You may need to append month to the export file name using an expression either in a column, or in a calculated parameter.

Yes, it’s possible use the file action “Create folder” before exporting into a file. This action can create a folder if it doesn’t exist, or do nothing if it does.

#3

Thanks!!!

#4

Hi,
Perfect for point 1!
Bonus: For exporting to specific folder, I do not find the “Create folder” action…

#5

Hi Michel,

“Create folder” is one of the modes of “File command” action.

#6

Thanks Andrew,
It works fine.
But I’m unable to export in theses folders. The export of an Excel file with a parameter as a name, write the file in the same folder than the .morph file…
Michel

#7

Michel, that parameter should contain both path to the folder (relative or absolute) and filename.

I assume that your subproject already has two parameters - for a filename and for a folder path.
I such case you just have to add a third parameter which will combine those two parameters together and then use it in Export to Excel action.