Output & duplicate template file

Hello

Here is the situation I'm dealing with :

I have a YXDB file with the informations from 100 employee.

I would like to output them into a template file (excel file) within a sheet called Alteryx. But in a way that duplicated that temple file for every employee.

So in the end, if I should have 100 excels files (one per employee) with different name and differents Alteryx tab (all the other tabs should remain the same) . I guess it requires a batch macro but not sure

Is that possible?

Thanks

Best Practices

Accepted answers

jrgo

@Hakimipous,

To answer your question, yes, that would simply, but it wouldn't be a dynamic solution based off the employees contained in your data. Basically, if there's a new employee, you'd have to modify your BAT before your run your Alteryx Workflow.

In my original reply, I also mentioned that you can use the blob tools to create copies of your template. In this scenario, I believe this would be sufficient instead of creating a BAT script.

Attached is a solution I mocked up that would use a template, create copies and renaming it using a specific value derived from the data (employee ID in this example) and then outputting to these newly created copies.

I did develop this workflow in 11.7, but I don't think I'm using any tool/function that's specific to this version so if you don't have this version installed, you can do the xml hack (which you can search how to do throughout community) to the version you have.

CopyTemplate.yxzp

All comments

jrgo

@Hakimipous,

While, theoretically, this is possible, there's not a simple solution that I'm able to think of.

It may be possible to accomplish without creating a macro. Outputting to separate files is easy. Outputting to a pre-formatted sheet (template) is also fairly easy. However, doing both of these is what complicates because outputting to a template requires that the template already exist, which it does, but only once.

Your workflow will FIRST need to make copies of your template with the appropriate file name BEFORE it outputs. You can potentially do this using a Run command or the Blob input/output tools.

Next, you'll need to create a field that would contain the full file path, including directory, file name.ext, sheet name and output range (e.g. \mydirectory\employeeXYZ.xlsx|||Alteryx$C3:Z100). This field would be used in your Output tool, checking the "Take File/Table Name From Field" option and using "Change Entire File Path", which is where you'd reference the new field created.