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SOLVED

Export Multiple Excel Files with Dynamic Names from Gallery to Local Machine

4ensiccpa
6 - Meteoroid

I have a workflow that is inputting file information, formatting, and saving that information across multiple Excel workbooks to a folder on my C: drive. This workflow works fine in Alteryx Designer. However, when I post it to the Gallery, the workflow doesn't run; I get an error that Alteryx couldn't read the C: drive.

 

Based on other comments, it seems like the Gallery does not have permission to save to a local machine. However, the workarounds I found don't work for saving multiple Excel files that are essentially dynamically named. I have tried saving to the Gallery server with no luck as well. Does anyone have insight into how to save multiple Excel files, named from a field in the file, onto a local machine from the Gallery?

 

I've attached screenshots, but cannot post the workflow due to client information unfortunately. See Workflow 1 for the final exporting steps that are working. The File Path Formula Tool Results, Select Tool Results, and Output Tool Results are all screenshots of these relevant functioning steps. I think the issue I'm running into is in the Output Tool, where in Alteryx I can "Take File/Table Name from Field" and "Change Entire File Path" from my field, I can't seem to do that in the Gallery.

4 REPLIES 4
fmvizcaino
17 - Castor
17 - Castor

Hi @4ensiccpa ,

 

When you upload the file to server, the C:\ your referencing becomes the C:\ from the server itself.

What you should do is to create a shared folder where you and your Alteryx Server has write permissions and use UNC path to address it.

 

To get the UNC path to your shared folder, point your input/output data tool to a file in your shared folder and go to Options > Advanced Options > Workflow Dependencies and click 'All UNC' as image below shows. Then you will see how to create your paths.

fmvizcaino_0-1575350120479.png

 

Let me know if that works.

Best,

Fernando Vizcaino

4ensiccpa
6 - Meteoroid

Thanks Fernando. Maybe this is a question I need to ask my internal tech team, but how would I point an output tool to a file in my shared folder? Is there a standard path for this? Or would it be unique to my company? 

4ensiccpa
6 - Meteoroid

My internal tech team was able to identify a shared folder location that worked based on this solution. Thank you!

fmvizcaino
17 - Castor
17 - Castor

Great @4ensiccpa !!!!