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Dynamically Update Reporting from Excel Spreadsheets

Alteryx Community Team
Alteryx Community Team
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When you’re frequently writing and rewriting data to Excel spreadsheets that you use for Excel graphs and charts, it can quickly become a hassle to make and remake your reporting objects to keep them up-to-date so you’re visualizing the most recent data. A best practice to keep the hassle out of the process exists, though! If you keep your plots isolated to their own spreadsheet, referencing cell values in another sheet used to capture your data, you can simply overwrite the source data sheet and your plots will update automatically upon launching Excel. In the example below (attached in the v10.6 workflow Dynamically Update Reporting from Excel Spreadsheets.yxzp) we’ve included the workaround to make your Excel outputs seamless:

 

Step 1: Write Data

 

Step 11.jpg

 

Step 12.jpg

 

Step 2: Create Plots

 

Step 2.jpg

 

Step 3: Update Data with the “Overwrite Sheet (Drop)” Output Option in the Output Data Tool

 

Step 31.jpg

 

Step 32.jpg

 

Step 4: Your Plots are Updated!

 

Step 4.jpg

 

Be sure to have your Excel file closed so that you can rewrite to the file without receiving the error below!

 

Error.jpg

“Unable to open file for write:”

 

See the process in full below:

 

Dynamically Update Reporting from Excel Spreadsheets.jpg

 

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Alteryx Certified Partner

Great idea. Thanks