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Ever have to output tables of differeing schemas to the same Excel workbook? Ever need to output to different tabs? This article covers your bases with the cunning use of Reporting tools! Also included are links to other helpful "outputting to Excel" Knowledgebase Articles.
When creating reports within Alteryx, you can name Excel tabs by specifying a column to use in the Layout tool. This is done in a 3 step process.
Choose your grouping column; below, the Table tool is being used and [DMA_Name] is being used for the Group By field. This would also apply with the Charting and Map tools.
In the Layout tool, change the Layout Mode to Each Group Of Records. Next, choose the column you would like to Group By; for the example we will use [DMA_Name]. Next, change the Orientation to Vertical with Section Breaks. By doing this, the Section Name option will appear at the bottom of the tool configuration and allow you to choose the column you would like to use to name the Excel tabs.
Update the Render tool to create an Excel spreadsheet. In our example, each of the Excel tabs was named for the DMAs contained in the data.
Keep on reporting!
If you have two or more files, different structure, and you would like to output each file into a separate tabs in an Excel spreadsheet. You could use the table tool to create snippets and the Layout tool to create sections breaks. Bring in your files using the Input tool and connect them to Table tools to create the snippets. Finally, Join them by record position. The Layout Tool properties should look as follows. Select Vertical with Section Breaks for the Orientation setting. The output will show each file in a separate tab:
How do I output to an Excel template file? It is possible to output your data to an existing Excel document that already has modified formats and column names. For example, the below Excel file has existing data in the first 4 rows. If you wanted to add addresses to this file while keeping the first 4 rows, the first step would be to highlight the area you want to write to. If you don’t know the exact length/width of your data, I would recommend going large: Once you have your desired area highlighted, right-click and choose the Define Name… option: A popup box will appear, enter in a name of your choosing and click OK: You also need to make sure that the sheet you are saving to doesn’t contain any spaces in the sheet name. Once verified, save the template and close out: Below is an example of the sample data that will be added to the above template: In Alteryx, use a Input tool to point to the data you would like to use to update the template file: In the Output, you will want to choose the template file, which will cause the below message to appear, choose yes to overwrite: When saving to Excel, the below window will popup, enter the name you used for the range you highlighted in the template file: After clicking OK, the Output configuration area will populate. Change the Output Options to Delete Data & Append: You can now run the module. Once the module is finished, you can open the updated template file, you should see your previously formatted rows/columns plus the new data you wanted to append: If you set a format to the range you named (color, text style, bold, etc), Excel will keep it so that the data you are writing to the file will appear with the specified format.