topic Re: How to have tables embedded into one output file containing multiple sheets in Alteryx Designer Desktop Discussions

How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Fri, 02 Jul 2021 10:46:57 GMT

Hello,

I am trying to create 1 output file with 3 sheets - Sheet one is multiple tables (similar to pivots), sheet 2 one table exported not as an excel sheet, sheet 3 a standard excel document.

I have already created the outputs however i am struggling to put all together - see workflow below. I initially exported as sheets on one excel however when i did this the sheets with the tables on came out as:

I have tried rendering to a temporary excel and these come through as i would like however each are separate documents. Am i able to pull all of these together into one document with 3 sheets? If so, how?

Re: How to have tables embedded into one output file containing multiple sheets

MatthiasSeil — Fri, 02 Jul 2021 12:33:33 GMT

Hello,

I do see this feasible. Trick here is that you have the table per desired excel sheet grouped separately (with the sheet name as group name in an extra column) and then after that within the layout tool the mode "each individual record" set. Finally you can then render it.

The attached WF describes it in more detail I think. 🙂

Please let me know if that works and if yes please mark this as the accepted solution as it helps Alteryx to differentiate between open and closed topics.

Cheers

Re: How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Fri, 02 Jul 2021 13:04:18 GMT

Hi @MatthiasSeil I have tried this but it is still exporting them as different documents. I need one document with 3 tabs 😞

Re: How to have tables embedded into one output file containing multiple sheets

mceleavey — Fri, 02 Jul 2021 13:15:55 GMT

Hi @Lauren_Holmes ,

I've amended it for you. The trick is to include section breaks, and have the breaks split by Segment (in this example).

Re: How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Fri, 02 Jul 2021 13:43:13 GMT

@mceleavey Hello, sorry i don't think i am explaining myself enough.

I have 3 outputs already created, 2 are already created in segments and in the desired output ready to be rendered and one is an interactive standard table. I cannot seem to bring all 3 together into one document with 3 tabs.

I have just had another read on the community and it seems this is not something Alteryx currently is able to do? Last updated March 2021 with no fix.

Is this the case?

Re: How to have tables embedded into one output file containing multiple sheets

mceleavey — Fri, 02 Jul 2021 13:57:07 GMT

Hi @Lauren_Holmes ,

without seeing your data, your workflow or really what you're trying to do this is difficult.

I don't know what a "standard interactive table" is.

Can you post some mock data and your workflow along with a desired output?

Re: How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Fri, 02 Jul 2021 14:16:51 GMT

Hi @mceleavey I have attached my example workflow and ideal output.

Currently i cannot find a way to bring all together without exporting all separately as XLS and then copy and pasting.

Re: How to have tables embedded into one output file containing multiple sheets

mceleavey — Fri, 02 Jul 2021 14:56:13 GMT

@Lauren_Holmes ,

thanks for that.

This is tricky as you are trying to do two different types of rendering simultaneously.

The primary issue here is that it's easy to do Sheet 1 and Sheet 2 as they are output using the Render tool. Sheet 3 is a different animal, and therefore can't be written simultaneously as it causes an error in Excel. I think this is something to do with the file remaining open following the use of the Render tool.

To get around this I've simply put sheet 3 records into a table and allowed the render tool to do all of the work.

This renders now on three tabs within the same workbook.

I hope this helps,

Re: How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Fri, 02 Jul 2021 15:04:19 GMT

Hello, thanks so much for your help!

This is a great work around :)!!

Re: How to have tables embedded into one output file containing multiple sheets

mceleavey — Fri, 02 Jul 2021 15:06:38 GMT

Re: How to have tables embedded into one output file containing multiple sheets

Lauren_Holmes — Mon, 05 Jul 2021 07:41:56 GMT

@mceleavey Hiya! Sorry, please could i ask one more thing!

At the point of the workflow after the union the sheet 3 headers are all correctly written - see below:

However, after it has rendered it is coming out as below: Is there a reason for this?

Many thanks!