Export Visual Layout Tool to Excel

[JLiou]

Hi

I have used a Visual Layout tool to combine and layout 6 different tables together and attached a Browse tool to the Visual Layout tool to view the combined 6 tables on the one page.

However, now there is a requirement to export the data within the Visual Layout tool to Excel.  I was able to achieve this by adding the Render tool to the end of the Visual Layout tool and I was able to export the data to an excel file.  However to complicate matter the folder name and the file name changes every week, eg. "..\04 October 2024\RSP Alteryx - 04102024.xlsx" will become  "..\11 October 2024\RSP Alteryx - 11102024.xlsx" next week.

I do have a formula tool that set each week's FullPath and have used the Append Fields too to add in FullPath.  Unfortunately I do not know how to configure the Render tool to take the file name from the FullPath field, similar to the "Take File/Table Name From Field" option in the Output Data tool.  Ultimately all I wanted to do is export the data in the Visual Layout tool to pre-determine excel file name that changes every week.  Is it possible?

[OTrieger]

@JLiou 
What you will need to do is to set one field with the full path, same full path. Then tick Group Data Into Separate Reports and group it on that field. As you will have only one path you will have only one output file.

[JLiou]

Thanks @OTrieger .

Do you know to to also set the worksheet name, I thought it would be just be "RSP Alteryx - 04102024.xlsx|||sheetname" but the workflow gave me a message "is not a supported format".  Do you know how to set the worksheet name?

[OTrieger · Accepted solution]

@JLiou 
Render Tool can only get the path it the file format such as .xlsx
Set another field with the sheet name. Not sure how the Visual layout tool works, but in a Layout tool you can insert breaks, and then indicate the field which will be used as the sheet name.