Complete a Template in Alteryx

Hi!

This might be a long shot, but I was wondering if there was anyway to get Alteryx to fill out the template attached from a list of data also inputted to Alteryx? We have 100 payments to make every quarter and it would be nice to have a system fill out these requests for us.

Thanks!

Beth

Alteryx EFT Request.xlsx

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Accepted answers

ArtApa

Hi @bethgrap - This request had to be under Designer Discussions, not Connect.

Nevertheless, I designed a solution for you.

This workflow does the following:

1) It creates a copy of the template for each record in your sample data

2) It fills the fields: Payment, Vendor and Site in every file.

Request AA.yxzp

All comments

IraWatt

Hey @bethgrap,

You definitely can. @AndrewL has an article working with excel and keeping the formatting. what you would probably want to do is use a batch macro to look through the 100+ payments and create a new payment form on each run. Do you have any sample data to try create this?

bethgrap

Awesome! I've attached some sample data. I don't need every line filled out on the form, just vendor #, site, and total amount of transfer request (payment).

Thank you!

Alteryx Sample Data.xlsx

ArtApa

Hi @bethgrap - This request had to be under Designer Discussions, not Connect.

Nevertheless, I designed a solution for you.

This workflow does the following:

1) It creates a copy of the template for each record in your sample data

2) It fills the fields: Payment, Vendor and Site in every file.

Request AA.yxzp

bethgrap

Wow! This is great. Thank you so much! One more question, instead of creating a new workbook each payment, is there a way to just create a new tab for each payment into one workbook?

Beth

ArtApa

Hi @bethgrap - I can't find a Windows command that would copy an Excel Sheet or combine existing. Therefore a solution would be to recreate a template using Alteryx Reporting tools or write a Python script. I don't feel it is worth the effort.

Hope you can accept the provided solution. Cheers

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