Copy Formatted Contents to Another Excel File

[KamenRider]

Hi,

I would like to ask for your help if there is a way for me to duplicate the excel contents to another excel file having its own sheet name. I have somewhat tried the Blob but it is not much working. I usually call the file using the directory tool and get the latest date excel copy.

Please see attached excel file for your reference.

Appreciate for your assistance on this.

Kamen

[alexnajm]

This is definitely possible to do with the content, but I assume you also mean to keep the formatting?

[KamenRider]

Hi @alexnajm 

Yes, i would like to keep the formatting. Can you help me with this?

Please.

Kamen

[alexnajm]

@KamenRider I will do my best! This is the start based on what I know from above, and I confirmed it works to take in initial file and essentially duplicate it to another file.

To your point about renaming the sheet, can you clarify? This may be more difficult

[KamenRider]

Hi @alexnajm 

Thanks for the response. Actually to give you the scenario, i'll be pulling the file with the latest date using directory tool. Can you create at least 3 excel files with different date and get the latest date? Then connect the formatted copy with another excel file by adding the sheet name rename as "Controller PnL".

Please let me know if you have any questions. It's nice you get the format in you attached sample.

Below is the structure of my workflow that you can correct using the blob.

 

Waiting for your response. Thanks

Kamen

[alexnajm]

Hi @KamenRider,

It should be no issue to use the logic beforehand to grab the correct file - the logic I provided would go at the end of that logic (or more likely just before that Dynamic Input since you don't need to read the data into Alteryx for the blob tools). The only changes to my logic would be using said file paths in the Blob Input and Blob Output tools accordingly. They blob tools can also accommodate multiple files if needed!

The only thing that's not possible with the Blob tools is renaming the tab - if you try to add a sheet name to the output path, it errors out. Perhaps some sort of Run Command could resolve this - however, that is out of my area of expertise! That process is slightly shown here: Dynamic Rename a formatted file using Run Command - Alteryx Community.

Let me know if you have follow up questions!

[KamenRider]

 Hi @alexnajm 

I am trying to apply the workflow you have provided however, I can't get the results I wanted. Can you please provide a workflow of yours using this scenario.

1. I use the directory tool because there are updated file everyday. I would like to get the file with a latest date.

2. There a are two tabs in the file and I would like to get the first sheet.

3.Produce output in formatted format.

4. The sheet name will merge with the mother excel file with name "Controller PnL Report"

I do hope you can provide me sample workflow base on my conditions so that I can understand on how to do it.

Looking forward for your response.

Kamen

[alexnajm]

@KamenRider I don't want to create your workflow from scratch - if you can provide your logic (and some data) so far, I can try to help from there. If you can't send it, then I can only generally outline:

1) Directory tool --> Filter to file with latest date

2) Dynamic Rename to read in the sheet names, Filter to the correct sheet

3) Blob tools (like my workflow)

4) don't think it's possible (see below)

But also I think it's important to emphasize while points 1 & 2 are very possible, point 3 is possible to re-output formatted data to its own file name but (from what I am aware) NOT a tab within another file nor a different named tab with the blob tools. This will require something else from my point of view (like Run Command as mentioned earlier).