Populate the values in pre defined template

[Vigneswaran]

Hi Guyz,

I have a prepared set of values in alteryx, I need to pass (populate) these values into the pre-defined invoice template in excel  (which should not be created in alteryx). The values should get populated in the template (given by the client) based on the column name. (the common field)

Table 1

Excel Template (in which the value should get populated)

How to achieve this?
Thanks in advance

[ShankerV]

Hi @Vigneswaran 

Can you please upload the excel template where it needs to be updated.

So can overwrite the data's there based on the Cell numbers you have in the template.

Many thanks

Shanker V

[Vigneswaran]

Thanks buddy!
Attached the file for reference

[ShankerV]

Hi @Vigneswaran 

I have also prepared the template and started working on it.

Hope this also helps right!!!!

[JosephSerpis]

Hi @Vigneswaran you can do this a couple of ways use a run command tool to move a template to the same locaiton you are outputing your data. Another approach is to use Blob tools. This blog showcases how to do that and has a example workflow.

[Vigneswaran]

Hi,
With the blob tools, I can't define the field which should match with the template. 
Is there any sample workflows explaining the same?

[ShankerV]

Hi @Vigneswaran 

Please find the desired output....

Input template:

Many thanks

Shanker V

[ShankerV]

Hi @Vigneswaran 

Expected output:

Note: The workflow used to achieve the solution is attached which can be downloaded to see how the solution works.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

[ShankerV]

Hi @Vigneswaran 

I have saved the file (Client Template) in the path.

You need to update your location of the before \Client Template.xlsx so the workflow can work and amend the template for you.

If you believe your problem has been resolved. Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V

[ShankerV]

Hi @Vigneswaran 

Did it worked? 

If yes, Please mark helpful answers as a solution so that future users with the same problem can find them more easily!!!!

Many thanks

Shanker V