Help Needed with Dynamic Sheet Creation in SharePoint via Alteryx

[MinaN]

Hello,

I'm trying to dynamically create a new sheet in an .xlsx file stored on SharePoint using the SharePoint Output Tool in Alteryx. The goal is for the sheet name to reflect the current month — for example, when I run the workflow in August 2025, it should create a sheet named Aug 2025 in abc.xlsx. When I run it again in September, it should add a new sheet called Sep 2025, and so on.

Importantly, the workflow should not overwrite existing sheets — each run should append a new sheet based on the current month in abc.xlsx.

I’d really appreciate any help or guidance on how to configure this correctly.

Thanks so much in advance! 😊

[Dean4U · Accepted solution]

Hi @MinaN,

Thanks for reaching out to us. You can build the sheet name from the current date (e.g., Aug 2025) and write to a dynamic Excel sheet path using the "|||SheetName" syntax. Since each month’s sheet name is different, earlier sheets remain intact. Alteryx treats "filename.xlsx|||SheetName" as “write to this sheet in that workbook.”

Here is a link to a similar use case where it helped a user out:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Output-Data-must-specify-a-she...

You can also check out the post below to learn how to build a full path & sheet with a Formula, and then change the entire file path:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Excel-File-Name-AND-Sheet-Name...

You can then configure the SP tool to enable “Take File/Table Name From Field” and select your file path, with the option to change the entire file path.

Hope some of this helps.

Take care.

[lisa845jyorg]

Thank you, and glad you found it helpful. It was a pleasure creating hctra org