Render and different sheets in one main report

Hi, I am almost new in working with Alteryx.

I have 2 Basic tables and need to join them as one single Excel output, but each in a different Excel sheets( Sheet1 & Sheet2) . I can easily do the same thing with simple output, but not with Basic tables.

I believe the answer is working with Render, but how can I set each table as a different Excel sheet in my final report?

Thank you.

New Workflow2.yxmd

Output

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AbhilashR

Hi @Nargess, attached is a sample workflow to help you achieve what you are looking for. The order of operations I used are:

Added a formula tool and included the desired TabName after every Table tool
Union'ed the two datasets
Included a Layout tool and Grouped the data by TabName (created in formula tool upstream)
- Selected Vertical with Section Breaks as the option in Layout Configuration section
- Selected TabName in the Section Name
Selected excel as the output type in the Render tool.

I hope my explanation made sense, and welcome to the Alteryx Community!

sample.yxmd

Nargess

Hi @AbhilashR ,

Thank you for that, but I got both tables in one sheet. Is that true or I needed to put another function or anything to have each in one Excel tab?

Shohn

How would you sort which tab comes first?

apathetichell

As long as they are different report snippets (ie tables) that's fine. Once they've been converted to report snippets they are treated like separate xml objects without schema integration. IE like different excel worksheets.

Shohn

If I had a rendered 3 excel tabs. 2 are employee detailed information and a summary of all employees. How would I put the Summary as Sheet1 and all employees after regardless of the tab/employees name? NO workaround like "0_Summary", "1_employeeName" is ok.

apathetichell

you send 3 fields into your layout.

1) table - a report snippet

2) sheet - your sheet names.

3) filename - your filename...

there are some ways to try to control sheet creation order - but tbh they call can have issues - so the bet way to control this is to label the sheets prior to the union (and prior to the layout). you would use sheet names like:

1. summary

2. employee detail

3. employee other detail

you then use these as the vertical section break in your layout tool. Excel will then show you 1 summary first.

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