Excel Pre designed template and save/ achieve the report based on date

[Kinetic_analytics]

Hello, great minds:

Good evening. I want to create a report in the output file,  the template is a pre-designed excel template. I like the result of the workflow saved in the excel template based on date. I have attached the Screenshot of the template. I want the template to stay as it is. Every day, the new refresh data results will populate on this template as a new file based on the date the Output file is-  Sales Report 082222. I have attached the template and workflow for your information. 

Appreciate your help.

Thanks

[Amol_Telore]

Hey @Kinetic_analytics 

You can have this formatting using two ways. 

1. Reporting Tools Approach
   1. Create table formatting using Table and Layout tool and output report using render tool.
   2. In this case even if data count increases formatting will be applied for all the records.
2. Blob Approach
   1.  Create a sample excel template file with required formatting.
   2. Read that file using blob input tool.
   3. Output that blob using blob output tool. Here you get an option to rename the file name. New file be created with all the formatting as per template.
   4. Output to newly generated file using Output data tool. You have to mention range of cells to output data. In you case it will be A2:C9.
   5. Please note that if the record count is not fixed then this approach may not be right candidate for solution as formatting will not adapt the change the record count.
   6. @NicoleJ has written a detailed blog on the same topic. You can refer below URL for the same.
   7. Blog URL: https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/ba-p/...

If you need any further help, Share the input data as your workflow do not have it. You will need to share it as package file.

Regards,

Amol Telore

[Kinetic_analytics]

The input data is attached. Looking forward to seeing the workflow. Appreciate your efforts, help, and time. 

[Amol_Telore]

Hey @Kinetic_analytics 

Here is my solution. 

Few things to note here.

• HEADER
  1. font is Bahnschrift (11) which is not supported in Alteryx. Hence I have used Arial (11). You can modify this as per your need.
• DATA
  1. Template shows data has three fields however your workflow is only outputting two fields. Please check.
  2. No font setting was found for data. Hence I have used Calibri (10). You can modify this as per your need.
  3. Header of data table is not included in the report cause I was not sure about this. It can also be modified as per your need.

Below is the snapshot of the report generated using Alteryx. Hope it solves your problem.

PFA workflow and report for your reference.

Regards,

Amol Telore