How to Can I Copy An Existing Excel Template (1 Sheet) to an Alteryx Output?

Question

Hi,

I'm new to Alteryx and have been stuck trying to copy an existing Excel template (1 sheet) with 7 separate sheets to a single Excel file.

The Excel template output a (1 sheet) has built-in formulas. These formulas are doing a vlookup against the remaining 7 sheets. Hence, I'd like to combine both outputs into a single Excel spreadsheet.

Currently, I've figured out how to copy my template and 1 of the 7 sheets into a single spreadsheet. Now I'm stuck trying to repeat the process for the remaining 6.

For reference, this is the logic I have included with the second formula tool:

"Desktop\Output\Test.xlsx|||BIF Dump$A2:AK15000"

I believe the logic here copies data from my first sheet to the existing Test.xlsx. I've also included a screenshot of the settings I have for my first output.

Help would be appreciated.

Lfriedman · Answer

Instead of using the blob, you could use a run command to copy/paste a template with your formulas and empty sheets with the correct sheet name. Your workflow will then output the data into the template and be linked to the formulas.

chriscal23 · Answer

Hi @andrewsu,

It would be easier to run formulas on Alteryx. However, I want to keep the branding (i.e. colors). Plus, many of the formulas are complex to recreate in Alteryx and it seems more efficient to leverage what was already built.

AndrewSu · Answer

@chriscal23 , to clarify, are you relying on the templated excel sheet with the built-in formulas for the calculations?

If so, why not just use Alteryx to run those formulas and not rely on the template at all?