Dynamic Excel Output File Name Not Working

Question

Hello, I am trying to dynamically output several files to excel.

Formula to create file name:

"AC_"+[DOC NUM]+".xlsx|||Sheet1"

Attached is the ending of the workflow setup as well as how the output tool is set up. The error I am getting is I need to specify a Sheet name. I am...

Thank you for your help.

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DataNath · Answer

Hey @Link86 - hoping this little explainer matches your scenario and can help. First of all, if you're grouping reports based on a certain field - [DOC NUM] in your case - then I'd imagine you're grouping the table like so:

Starting table:

Grouped within Table tool:

Because this field is being used for grouping, it remains outside of the Table itself as well, so we can reference it in a Formula expression to make your FileName field:

If it's still necessary (not sure on the full extent of your workflow), we can then just group on the newly-created [FileName] field in the Layout tool like so, which again keeps the layouts split out into the files they'll go into, like so:

Now, when using Reporting snippets, we Render the outputs, rather than using a standard Output Data tool. Here we can 'Choose a Specific Output File', navigate to the desired location and give it any name then hit Group Data Into Separate Reports, electing to group on filename and have this replace the filename (dummyfilename in our case). The result? 2 Excel files with the desired names like so:

Hope this helps! Demo workflow has been attached for you to look over and see what's happening.

Group Renders to multiple Excel outputs.yxmd

Link86 · Answer

OK, not sure what is going on but the layout is producing this image. its basically duplicating the data and giving a null file name and then a file name. one of which has a table and one without a able. Capture4 has the settings for layout. I think this is the problem. How do I fix?

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