Dynamic Sheet Creation using Render Tool

[Sud_Ranga]

Hi Team,

Is there a way we can generate Sheets dynamically with the help of Render Tools in formatted Excel output. 

[alexnajm]

Have you seen this article? How to Render to Multiple Named Excel Sheets - Alteryx Community

[MelGibson]

I hope this helps.

You will need a file path either bringing it in from the input or using a formula tool to create a dynamic file path name.

Create a sheet name using a formula tool or use a field from the data set.

Add a table tool group by file name and sheet name. You can decide if you want either of those fields in your dataset by selecting or deselecting in the column configuration window in the table tool .

After the table tool add a layout tool - layout mode is each group of records, Group by will be the file path and sheet name - layout configuration is vertical section breaks and Section break will be whatever you want the sheet names to be.

Add a Render tool - Group data into separate reports using file path (replacing entire path with group)

[Sud_Ranga]

Thank you @alexnajm  & @MelGibson  for sharing your valuable thoughts. Would this be possible to render this same excel format via SharePoint tool connector where we are storing the files which will be consumed by users. 

[Sud_Ranga]

Thank you.

[alexnajm]

If you sync the folder to your machine then yes you can render to that location: How To: Connect to Sharepoint with Alteryx. Otherwise I don't think you can use the SharePoint tool

[MelGibson]

This is how we have had success - Go to the website first and select the SharePoint folder you are wanting to import the file, Click Sync button. It will ask you to open in OneDrive. You will see the folder in your explorer (It shows up for us in our C drive/user folder.) Then point to that folder in your formula tool and connect it to your output. You should be able to add dates and it will drill down. 

"C:\Users\Your Identification\SharePoint site folder\your document.xlsx"

I hope that helps. The SharePoint output tool really doesn't work for use because we are accessing restricted folders, but it has worked for others from what I have heard. 

ONE NOTE - if you have people running your workflow for you, say when you are on PTO, they will have to update their user identification in the workflow or you can turn it into an app that will update that field that way. 

[Sud_Ranga]

Thank you both again for your thoughts. The output which am trying to extract in the set of format going to be accessed by multiple finance audience from SharePoint folder and also planning to schedule the workflow regularly thrice a week on Alteryx Gallery. Let me try this Synchronize options and share you the updates here. Thanks both again for your valuable thoughts and time on this.