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autopopulate data into excel template specific cell and create file for each row

DanielCarro
8 - Asteroid

Hi guys,

 

I need assistance on the following. So I have a list of individuals, each individual has some data which I need to autopopulate into a Excel template which will be for each individual and to be saved as a pdf file.

 

What I have is the following:

NI NumberEmployee NoCompanyFull NameShare Price
11111AAAAAAZZ10.23
22222BBBBBBVV25.65
33333CCCCCCWW36.24

 

 

 

What I need for each individual is the following in the template but one per individual (there isn't duplication)

 

    
    
    
 NI Number111Cell C4
 Employee No11ACellC5
 CompanyAAA

CellC6

 Full NameAAZZCellC7
 Share Price10.23CellC8
    
    
    

 

Then to save as Filename+Employee No+ Full Name and to be saved as pdf format

 

So attached is the test data, template and the two expected outputs.

 

I was trying the following but no success

 

DanielCarro_0-1685025282284.png

In the text input I had

DanielCarro_1-1685025365118.png

Much appreciated any guidance on this one

 

Kind Regards,

Dan

 

7 REPLIES 7
RSreeSurya
9 - Comet

Hello,

 

If you could  share sample pdf with Exact file name and data for reference.

 

DanielCarro
8 - Asteroid

Please find attached pdf

RSreeSurya
9 - Comet

 

 

Attaching the workflow for the use-case. 

DanielCarro
8 - Asteroid

Hi @RSreeSurya ,

 

It worked perfectly. 

 

Many thanks,

Dan

RSreeSurya
9 - Comet

Hi @DanielCarro,

 

As it is working, could you please mark my answer as solution for the problem.

Thanks.

DanielCarro
8 - Asteroid

Hi @RSreeSurya 

 

I already accepted as solution

 

RSreeSurya
9 - Comet

Thanks @DanielCarro 

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