Create/Update multiple template files

[blessonmatthew]

Hello,

Can anyone please help me with creating multiple template files using Alteryx Solution. How it goes about it is, we have 10-20 folks in a team. Each one of them is suppose to update a template every month which has their name and few other details mentioned on it. Usually we use to manually change the dates and Name every month.

Is there a way to create a workflow which could get me the separate excel file for each team member. I have attached 2 template herewith and have marked the fields in yellow which needs to be updated. Further i have added a list which specifies the name of folks in the team and year/month we are referring to. We need a file for each person mentioned on the list with the file name specifying the members name.

Kindly let me know if its possible.

[DanielG · Accepted solution]

Also, I appear to have forgotten to push the dates forward to match the month listed in the header portion...  so I made a few additions in formula tool and modified the generate rows tool.  

[blessonmatthew]

ok, let me check. thank you again for you support, you have literally saved me days of work. 😊

[blessonmatthew]

Hello Daniel,

As per the below attached export file, the excel file is creating multiple worksheets; which is fine. However its not updating the name year and month on the Temp P1 Sheet marked in yellow. Is there a way to get the P1 sheet updated with the New Name and other information?

[DanielG · Accepted solution]

@blesson -- Hi - looks like you might not have set the named ranges on your copy of the 'generic' template file.  Sorry if I didnt clarify that well in my previous posts.  It is creating separate sheets because your starting file doesnt have the named ranges in it.  Check out the template I used which was a modified copy of one of your original named templates.  It has 5 simple named ranges in there.  When you write to Excel from Alteryx you can use a sheet name or a named range when, i.e. 'excel.xlsx|||whateversheetname' or 'excel.xlsx|||whatevernamedrange'

Sorry to cause you confusion on that.  I will get better with my documentation for things like this.  

Thanks

[blessonmatthew]

@DanielG I came in to learn Alteryx and you are teaching me Excel as well. This is amazing, couldn't get any better😍. You never caused any confusion Dan, i haven't used Named Ranges before hence i didn't catch it.

Thank you again, much appreciated. You are really good at what you do and kindly expect me to tag you on my future queries on Alteryx.😊

[DanielG]

No problem.  Happy to help.  You will be a whiz at Alteryx in no time.  It is very easy to learn.

Feel free to tag me with any questions.  Can't guarantee I will know what to do, but I will give it a shot.  :)