Rename an excel file based on a cell in that file

Hi All, im looking to use alteryx to rename an excel file automatically based on a cell in that file. The file name is "123" and id like the name of the file to be renamed to what is found in cell F4 of the "Detail" sheet. Either renamed or the value in cell F4 to be appended to the end of my file name. I dont want to change any of the contents in the file, just rename it. Any help is appreciated I am new to alteryx

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abacon

@Trevort When configuring your output file, you will want to select the check box option here, choose the column you have your desired name in, and then choose one of the options for how to name it. If you want to update the file name, select Change File/Table Name. This should get you going with this.

I will note, you will want the desired name to not just be in one cell but be an entire column. The output tool will group the records on the column you choose so i you want the data to go to the same sheet, the column you choose should be the same in the whole table.

Let me know if you need more help on this, happy to help out.

Bacon

Trevort

@abacon I reached a limit on my private messages, can we possibly start from the beginning? What should my input data tool have? Are you saying I should create an entire column with the desired file name?

abacon

@Trevort All good, upload your workflow and I can be more specific on how to help.

In the meantime, what you will want to do is create a column either in the file or using a formula tool in the workflow that is the desired name you want. Then, you will use that created column in the configurations I sent in my screenshot to dynamically update the file/table name.

Hopefully this is more clear.

binu_acs

@Trevort one way of doing this

Rename_20052025.yxzp

Trevort

I created a new column in my input file which has my desired file name, but I'm not sure what the formula should then be to change the file name

Trevort

the output data step makes sense but im not following what my formula should then be. And the @binu_acs solution im having trouble following since I cannot download the workflow link

binu_acs

@Trevort , what error are you facing when you download the workflow? attaching just the workflow, you can configure the input tool with your input file

Rename_20052025.yxmd

Trevort

ErrorLink: Formula (2): https://knowledge.alteryx.com/index/s/article/Parse-Error-at-char-n-Unknown-variable-variable-name-Expression-n?utm_source=designer&utm_medium=resultsgrid|Parse Error at char(67): Unknown variable "F1" (Expression #1)

binu_acs

@Trevort Replace F1 with the column name of the F4 cell

Trevort

That works to rename the excel file, but id like to also have all of the data from the original file. There are around 10 sheets of data that I would like to remain in the renamed excel file. The only thing I want to change from the original file is the name. Sorry for any confusion and thanks for the help on this

Qiu

@Trevort

My approach is to get the data from Sheet "Detail" then retrieve the data in Cell F4 and use a "Run Command" tool to change the file name outside of Alteryx without touching the Excel file itself.

0521-Trevort.yxzp

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