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dynamic output filename on Render Tool

L_Gordon
8 - Asteroid

Is there an option to enter a variable name to the render tool similar to an ordinary output tool?

5 REPLIES 5
SubratDas5
10 - Fireball

could you elaborate further - are you looking to download multiple files from the render tool or getting multiple splits of the data in a single document format 

L_Gordon
8 - Asteroid

In a regular output tool you can create a field in the output stream that constructs the path\filename\sheetname.  On the output tool at the bottom you have the option to enter the file name.  Like this, and I want to do the same thing on the Render Tool.

L_Gordon_1-1637347690383.png

 

Lesley
Alteryx
Alteryx

Hi @L_Gordon,

 

This can be achieved by using the 'Group Data into Separate Reports' option in the Render tool. First, in your Table tool, set your dynamic field as the grouping field. Then, in your Render tool, set your our output mode to "Choose a Specific Output File" > specify your Output File > select your dynamic field as the field to group on as seen in the screenshot below.

 

Lesley_0-1637360794312.png

 

Hope this helps! 

 

Lesley 

 

L_Gordon
8 - Asteroid

Thank you.  I have that piece worked out but also wanted to have multiple data sets saved to a variable file name with specific worksheet name.

Here is the configuration of the layout tool which would go into a render tool as you have described.  

L_Gordon_0-1637361609459.png

 

Pat360
5 - Atom

Hey all - 

Just spending my saturday messing around with the tools. This might help: 

 

This workflow allows you to dynamically rename an Excel workbook (also could be used for PDF, Word etc..) with separate Worksheet tabs. All worksheet tabs are also renamed automatically. 

 

- Also group one of the Excel worksheets by company name...you'll see :)

Patrick_Humphreys_2-1648938848709.png

 

1. Text Input : 

Patrick_Humphreys_0-1648938798152.png

 

2. Company List : (I want all companies on the first Excel worksheet tab)

Patrick_Humphreys_3-1648939023777.png  Patrick_Humphreys_4-1648939044629.pngPatrick_Humphreys_6-1648939191652.png

 

 

3. Group Address by Company: (for the other Excel worksheet tab)

 

Patrick_Humphreys_5-1648939146186.pngPatrick_Humphreys_7-1648939248475.pngPatrick_Humphreys_2-1648940482512.png

 

Patrick_Humphreys_8-1648939299269.png

 

4. Report Output: 

- The Formula tool is the secret sauce for the dynamic rename of the file. I wanted a Datetime with an AM or PM to appear on the file name dynamically. Everything in the Formula tool prepends before the .xlsx extension. You must put an extension (.xlsx, .pdf, .docx)

Patrick_Humphreys_0-1648939615771.pngPatrick_Humphreys_10-1648939485707.pngPatrick_Humphreys_1-1648939860591.png

 

You can see on the browse tool how it breaks it up into 2 Records. Those separate Records become the Worksheet tabs in Excel, or saparate pages in PDF or Word. 

Patrick_Humphreys_3-1648940776672.png

 

THE FINAL OUTPUT:

Patrick_Humphreys_4-1648940948181.png

 

And the Excel Workbook:

Patrick_Humphreys_6-1648941311148.pngPatrick_Humphreys_7-1648941339591.png

 

Hope this helps!

 

 

 

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