I had an interesting case today of using the reporting tools in Alteryx and wanted to write a brief post about it. Essentially the question was how do I make a table that conforms to a template, output a different excel document for each X (e.g. Region) with various sheets for the different Y (e.g. Area).

I have created a sample workflow copying the outcome.

These were the steps

1. Input the relevant table
2. Use the reporting tools and format a table you want with the correct template
3. Bring in a layout tool, in this case Horizontal is chosen I have used to show the fields by which I want to group
4. Next bring in a layout tool and select vertical with section breaks, this is what will give you the separate sheets in a excel document. NB: for others document types there are a variety of options which can be found here For .pdf, .doc, .docx, and .rft, a section break is equivalent to a new page.
5. Lastly configure the render tool to output a different excel document with the related file extension.

Below is the end result which are 12 documents for each electoral region and within each document each area has its own tab. In the example the East Midlands has 40 areas and therefore 40 sheets/tabs.