Update an excel filename and tab names

[sljoseph]

Hello - I am new to Alteryx.  I am trying to create an excel file with a dynamic file name and tab names based on the values in a field.  So, for example, on one run of the flow, the file it creates may be C:\mypath\file_name_123.xlsx and on the next run the file name will be C:\mypath\file_name_124.xlsx. 

As for the tables, the data may look like this...

Customer Number	Product Name	Order Date
ABC123	Orange	12/01/2024
BGR987	Orange	02/15/2025
ABC123	Apple	02/15/2025
FRO987	Pickle	03/10/2025
BGR987	Cabbage	09/10/2025
ABC123	Cabbage	05/23/2025

One tab label would be ABC123 with all of the details for that customer, another tab label would be BGR987 with all of the details for that customer, etc.

Is there a way to do this and ideally it won't require a macro as macros make my head hurt. :-)

But I will do whatever is necessary.

TYIA

[dreldrel]

Hi, you can achieve this by using the formula tool along with the dynamic Input tool. Firstly, you need to create the file path in the Formula tool, where you can also specify the tab names. Then pass that generated path into the Dynamic Input tool to read your file.

[danettedavis]

if you are trying to create the file as an output, you would want to use the formula as described above to create the file path, for this it would be like this "C:\mypath\file_name_123.xlsx|||"+[Customer Number].  for the 123 part of the file name you would need to plug in where this would pull from dynamically to update it each time.  Then in your output tool, choose the option at the bottom of the config panel to write the file based on a field from the workflow and chose the field where you created the file name.