Dynamically create formatted Excel files

I have a quarterly process which pulls data from Snowflake and creates about 20 Excel files, one per country. Each file has two tabs with a simple table on each, but which is specifically formatted, includes some conditional formatting, etc.

In a perfect world what I want to do is to pull my data, have it write the 20 files, rename each with the current quarter/country name/etc. and preserve all formatting.

I had no problem creating the basic workflow which creates 20 excel files with country and quarter in the name, but they're not formatted. So my 2nd attempt was to use templates, have it write to 20 pre-built country files which have the formatting, and just overwrite the data on the tabs, while preserving formatting. But then the files are always named as they were for the template.

Is there a way to do what I need to do?

Thanks!

Output

Dynamic Processing

Accepted answers

Qiu

@pozzyal
I think this solution from me before may help.
https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Changing-one-sheet-of-a-template-output-and-writing-it-to/td-p/710013

All comments

JarekSkudrzyk

@pozzyal
have you tried copying the files and renaming them via tools that allow to use programming languages - e.g. Python?

pozzyal

Not yet, I'm hoping this is something Alteryx can do on its own, I figured I'd explore options before looking for other tools to use.

Luke_C

Hi @pozzyal

Sounds like you may want to have a template. Take a look at my solution in the below thread.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Clearing-Data-in-Template-before-Overwrite/td-p/738441

Qiu

@pozzyal
I think this solution from me before may help.
https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Changing-one-sheet-of-a-template-output-and-writing-it-to/td-p/710013

JarekSkudrzyk

@pozzyal

In my post by " tools that allow to use programming languages - e.g. Python" I meant Alteryx tools such as these:

pozzyal

Thank you for this! I'm in fact already using template files, I copy all 20 (1 per country) to a folder and run it, over-writing the old data. This works, but what I needed was a way to rename the files, and/or do the copying automatically, rather than manually. I'm thinking I can figure out the run tool easily enough, given what you've provided here - thanks again!

Qiu

@pozzyal
Glad to be helpful. 😁

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