how to fill data into formatted template

[Beckyli]

if I want to keep the formatted template worksheet, just want to fill the data on highlight columns based on date and accounts number, and output excel should exactly same as template worksheet. how should I do or which function should I use?

[Qiu]

@Beckyli 
There is an option "Preserver the format" when doing the output to Excel.
However, my experience is that it has to be top-down horizontally, meaning you can just insert a data block somewhere you want.

There should be not data on the left or right handside of the data block you are going to insert.

[binuacs]

@Beckyli one of the options to use the Blob tools, you can find more about it in the below post 

https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/ba-p/...

[MichelleL]

Hi @Beckyli  - In the Output tool, select 'Specify a range' and enter the range you want to save to.  This will fill in just the column(s) you'd like and will leave the others untouched.  Attached is an example.  Let me know if this works for you! :-)

[Beckyli]

that's not what i want.

[MichelleL]

Hi @Beckyli  - looking at your screenprint, I believe your next steps would be:

1. Add a RecordID filed after the Template Input file

2. Split the results of the summary into two results with a Filter tool.  In the filter you could choose to filter on the Date column to split the data

3. Add 2 join tools: 1 after the True side of the filter and 1 after the False side of the filter.  Put the True/False outputs into the Right side of the Joins and put the Record ID output into the Left side of the joins.  Join each on HFM Acct.

4. Add another join.  Put the J output of the 2 previous joins into the Left and Right side inputs of the Join.  Join on RecordID.  In the embedded select section of the Join, uncheck/deselect all right side fields expect what came from the Summation tool and reorder the fields to the order you want them output.  You can also rename any fields here to match the Template file.

5. Add a Sort tool and sort on Record ID

6. Add a Select tool and uncheck/deselect Record ID

7. Add an Output tool.  Choose the file to output to (presumably your Template file).  Be sure to select the checkbox for 'Specify a range' and enter the range of the formatted fields.  In the Configuration window, select Overwrite Sheet or Range as well as check the box for Preserve Formatting on Overwrite.  

If your template is always the same number of rows, this should work.  If the number of rows changes, then you may need to add a bit to the solution (as shown in the attached).

If you attach your workflow, I could work it up & send back.  Otherwise I hope these instructions suffice.  Please let me know if this works for you! :-)