Create/Update multiple template files

@blessonmatthew -- I'd suggest reading up on the Blob Tools. They were a life changer for me when I was in need of doing something similar to you. @NicoleJ wrote this article and it is great. https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/bc-p/1115207#M3525

You need to create some named ranges in the one template file then you should be able to use something like this attached file.

Personally I prefer to dump the raw data to other sheets and use VBA to move it around in Excel, but that is much more complicated and you have to know VBA... 😀

Also, I appear to have forgotten to push the dates forward to match the month listed in the header portion... so I made a few additions in formula tool and modified the generate rows tool.

@blesson -- Hi - looks like you might not have set the named ranges on your copy of the 'generic' template file. Sorry if I didnt clarify that well in my previous posts. It is creating separate sheets because your starting file doesnt have the named ranges in it. Check out the template I used which was a modified copy of one of your original named templates. It has 5 simple named ranges in there. When you write to Excel from Alteryx you can use a sheet name or a named range when, i.e. 'excel.xlsx|||whateversheetname' or 'excel.xlsx|||whatevernamedrange'

Sorry to cause you confusion on that. I will get better with my documentation for things like this.

Thanks

template.xlsx

All comments

You need to create some named ranges in the one template file then you should be able to use something like this attached file.

Personally I prefer to dump the raw data to other sheets and use VBA to move it around in Excel, but that is much more complicated and you have to know VBA... 😀

Also if you could receive data automatically from HR or a feed of some sort, so you dont have to maintain a list of employees yourself, then you can schedule this to run monthly on the server and it will only create files for active people. Also, I took some liberties with month/year creation, as I assume you'd be preparing these for upcoming months and not looking back at prior months... Hope it helps at least get the ideas flowing. Good luck.

Thank you Daniel for your response and input. Let me give it a try. Will let you know how it goes.

@blessonmatthew No problem. This stuff is fun. 😀

Hopefully that works good for you. Or at least it is a good start for you to build out your ideas with. Update in here to let me know how it goes.

Hello Daniel, Good Day.

The work flow is showing me an error stating cannot access the file. I think you might have added some template for the Blob input tool. Kindly let me know which file did you add?

You might need to re-establish the file references as I don't know how likely it is that they will reside in the same location as the workflow once you have built out what you need. Hopefully this gets you where you need to go.

It worked and is awesome. Exactly what i was looking for. Thank you very much Daniel, made my day😀

However its creating few extra sheets, is there a way to delete the sheet once the purpose is done?

Awesome! Not sure where you are seeing extra sheets though? I just ran it locally (where the workflow the list and the template are all stored in the same folder and I get 6 files output and they look like this:

Here are the 6 output names I am getting.

Also, I appear to have forgotten to push the dates forward to match the month listed in the header portion... so I made a few additions in formula tool and modified the generate rows tool.

ok, let me check. thank you again for you support, you have literally saved me days of work. 😊

Hello Daniel,

As per the below attached export file, the excel file is creating multiple worksheets; which is fine. However its not updating the name year and month on the Temp P1 Sheet marked in yellow. Is there a way to get the P1 sheet updated with the New Name and other information?

outputpath_5_John.xlsx

Sorry to cause you confusion on that. I will get better with my documentation for things like this.

Thanks

template.xlsx

@DanielG I came in to learn Alteryx and you are teaching me Excel as well. This is amazing, couldn't get any better😍. You never caused any confusion Dan, i haven't used Named Ranges before hence i didn't catch it.

Thank you again, much appreciated. You are really good at what you do and kindly expect me to tag you on my future queries on Alteryx.😊