Saving output into a new excel without overriding template

Hi, I have a workflow that is very conditional format heavy when it is outputted into an excel template. Is there a way to keep the excel template intact completely? Once I save the excel with a new name it overrides the excel template as well. I am currently using Blobs to save it in a new folder.

Any insight would help greatly.

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Accepted answers

alex

This method works for me. I'm using the formula tool since the name of the file is controlled by the an upstream user selection. I use with method even if I don't need the change file names or am only writing data to 1 tab. Block until done makes sure the file is created before I write data to it. (I created this before control containers) The Summarize tool is there since I only want to create 1 new file per grouping of my data. Let me know if this works for you.

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All comments

alex

Can you share how you have the blob tools configured? I've used BLOB to create new files from a template in many workflows and the template shouldn't be overridden if configured correctly.

CGadbury

This is the current setup, it will save the file as a file with an update name, but overwrites the template file path.

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alex

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CGadbury

Thank you! we got it to work for single tab workflows, I am working on one right now with 8 tabs, so I have some playing around to do until I figure out the correct format

alex

I've created workflows that would update as many as 8 tabs in an Excel file that was created from a template. Each file was for a different customer and would be updated with their specific data from the workflow. Let me know if you get stuck.

Alex

CGadbury

When posting to multiple tabs you make a formula that directs the path to the tab and range but no data posts into the new file that was made from the template. Do I have to use the summarize tool?

Can you show how you set it up for more than one tab? I get a range error.

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CGadbury

Hi @alex, I have been playing around and getting an error when introducing another set of data and trying to export it as well. How did you get it to post to so many tabs? I need 5 tabs and keep getting errors. I think from the stop until done. I attached the workflow error

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alex

You may have to use control containers or the block until done tool if writing to multiple tabs in the same file.

https://help.alteryx.com/current/en/designer/tools/developer/control-container-tool.html#control-container-tool.

Also check the output file names that you are creating. Are the files being created, but not all tabs are created/populated?

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