Write multiple excel files with multiple tabs using a template

[rhutchison]

Hello,

I have a Master spreadsheet that will have an undetermined amount of outputs with an undetermined number of excel tabs.  I have a formula included to make a file name based on a column which I use in the end to write to different files. I also have a formula to name the tabs within these new files.

For example: I have data for 3 insurers with different assureds.

Insured (File Name) - Assured (Tab Name) and Template formatting applied.

ABC Co - John Doe 

ABC Co - Jane Doe

Queen - Jack Doe

Queen - Suzie Doe

Each tab will have specific data in specific cells based on the template.

I can get the files to output with the correct name and the tabs to the correct insured. However, my output is putting a "Template" Tab with the formatting and then just adding the tabs afterwards.

I've included my workflow and sample data. I'm convinced it's something simple with the filename/output but I can't figure it out since I'm using to name the tabs.

The File "Current Output" is what I'm getting today.

The File "End Result" is what I need it to look like. 

Thanks in advance!

[DawnDuong]

hi @rhutchison 

You already have the materdatatable in clean format so that's a good start. To generate reports dynamically based on "Keys" in formatted output layout instead of flatfiles, you can use the Reporting Tool, see links below:

How To - Generate Dynamic Reports(PDF) based on grouped data in the Alteryx Designer

Using Reporting Tools to create Multiple Excel Files with Multiple Tabs

Give it a try and come back to the community if you need more help.

Dawn.

[rhutchison]

Hi. I'll try these but reading through them initially, I'm not seeing how I would put data into specific cells within the render tool or how to have the render tool reference the Template and then output the tabs with the template formatting and data in the correct cells. I'll stab at this but if you know off hand, that would be great too. The 2nd article says there is an attached workflow but I couldn't find it. An example would have been nice to walk through. I appreciate the quick response!

[rhutchison]

The Reporting Tool doesn't do what I need it to do. I have used the Blob Tool previously and that worked great when I needed to "copy" one sheet. I need the blob tool to "copy" the template and then use it over and over again per sheet that is created from the workflow. Can someone help me with this?