attach Alteryx outputted Excel file to the routine email distribution

Question

I used Alteyrx Designer to generate an Excel file, saved it in a shared folder. I also use the Alteryx server in my company.
Is that possible to auto-distribute an email to the users with the Excel attached to the email?
How to do that?

Thanks.

LEXQ2005 · Answer

Never mind. Solved.

Found a good reference workflow: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/How-to-attach-an-Excel-file-to-an-Email/td-p/452028?lightbox-message-images-452028=73989iF59936BF1DED05D3

LEXQ2005 · Answer

Is that possible you can attach a sample solution Alteryx Desinger file?

jamielaird · Answer

Hi @LEXQ2005

Thanks for the clarification.

There are two parts to this then, which I'll address seperately:

Outputting to multiple sheets within an existing Excel file

You mentioned that your final output contains a pivot table and I therefore assume that you will have created this file before running the Alteryx workflow (since Alteryx can't construct the pivot table for you). If that's the case, then all Alteryx needs to do is replace the data in the sheets that are used in your pivot table, which should be fairly simple:

* Make sure that each row of your data has a column identifying the sheet name you want it to write to
* Configure the Output Data tool to write to the location of the Excel file in which you have created your pivot tables and choose Overwrite Sheet or Range
* Tick Take File/Table Name From Field and choose Change File/Table Name and the field containing the sheet name, and untick Keep Field in Output

Sending via email an Excel file that is saved in a shared folder

This is pretty simple - you just need to have the filepath for the file that you want to email, and for it to be in a location that Alteryx can access, and configure your Email tool with this filepath as an attachment.