Rendering an excel file

[Ultralightbeam]

Hi guys, I have no idea on how can I export a report using render with header, body and footer

I already created header and footer but it only show on the first file that alteryx is creating and the next file only contains the body (table).

I am using the group data into separate reports to create multiple files per user.

I also want to make a dynamic output file and a sheet name.

[messi007]

@Ultralightbeam,

Below how you can change the sheet name:

Below how to change the file name:

Below the result

the excel file:

Hope this helps,

Attached the workflow,

Regards,

[hellyars]

@Ultralightbeam  Can you provide two things 1) an example of your workflow using sample or dummy data and 2) a mock-up of how you want the output to look?

[apathetichell]

In render there is a specific section for header and footer fields - can you confirm that the proper fields are selected there?

There may be additional issues with headers and footers when rendering to excel - see this thread:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Render-Warning-Horizontal-Rules-cannot...

One thing to keep in mind is that you'll need your header and footer as specific fields - which means you may append them after unioning-in other parts of your report

[Ultralightbeam]

Thanks its working, but what if I have a column that identifies which sheet it should be into. 
Say that column A has two values of 1 and sheet is RT and SQ

Output should be grouped into sheet and per column A.

So for column A value 1 he should have 1 file that has two sheets (RT and SQ)

[apathetichell]

Your question is now dealing with the details of how your report is generated - render can group the reports with specific options like include this header or footer but it doesn't generate the report or the fields used for selection of the reports.

I'd need to see more your workflow and how the sheets are generated to answer why that grouping is working that way and how to change it.

[messi007]

@Ultralightbeam,

If you have only two values in the sheet column you can use the filter tool.

Please see below.

If you have a big number of sheet a batch macro will be better solution.

Attached the workflow,

Hope this helps!

Regards,