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Alteryx Designer Desktop Discussions

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Automate Create Google Sheets

ch13
6 - Meteoroid

Hi! I have a google sheets template I wish to use to create an output for each user in a separate file. Is there a way to automate this so I do not have to create 50 output tabs for each person? I appreciate your help! 

5 REPLIES 5
OllieClarke
15 - Aurora
15 - Aurora

Hi @ch13 you could make use of a batch macro here.

By connecting a control parameter to the google sheet output tool, you can update the sheet name, or another of the options set in the tool.

 

OllieClarke_0-1678809033594.png

 

So in my simple workflow here I create 2 sheets, based on my first and surname

OllieClarke_1-1678809115210.png

OllieClarke_3-1678809189557.png

(^^ macro configuration)

 

We can see these appear in my google drive separately as expected.

OllieClarke_2-1678809156973.png

 

In your case you could use the person name to do a similar thing. 

 

Hope that helps,

 

Ollie

 

 

 

ch13
6 - Meteoroid

If possible could you attach your workflow? I am having trouble following how the macro is being pulled in

OllieClarke
15 - Aurora
15 - Aurora

Hi @ch13 

 

I've attached it here - although I've logged out of my GSheet output tool for obvious reasons.

 

Ollie

ch13
6 - Meteoroid

Hi @OllieClarke 

 

If I don't have the batch macro tool available is there another work around? 

OllieClarke
15 - Aurora
15 - Aurora

Hi @ch13 

 

Apologies, I may have assumed some knowledge here. 

 

I made the batch macro myself - using the control parameter to update the sheet names in the google sheet output tool.

You can make your own batch macros too - there's more information on this here: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Getting-Started-with-Batch-Macros/t... (along with a whole host of other resources on the community)

 

In your case, I'd create a macro of the output section of your workflow - you can then feed in the list of names to the control parameter and create one sheet for each user. Grouping the inputs (more info here: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/CS-Macro-Dev-Batch-Macros-when-to-u...) will only output the relevant data into each sheet (assuming the user name exists as a field in the data).

 

Does that clear things up?

 

Ollie

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