Alteryx - Using the Render Tool to Format Excel Files

I received another great suggestion from Jenson Thomas about how to use Alteryx to format Excel files. 👍

We'll use the Render Tool to format the data flow output.

#NPT #Alteryx #Render #Excel

[roshonda]

Thank you so much for this video! Unfortunately, as a new Alteryx user….I was lost trying to enhance my excel output. This video helped tremendously! Please keep up the great work…we need it.

[justinhong]

New to Alteryx but getting there to implement some of auto prep already at my work... without your video, i could no way doing it! thank you so much! subscribed and liked it!

[crazysleepintime]

Nathan - thanks for creating these videos! I always love learning how to use more Alteryx tools. One piece of feedback I would give is to show the output right at the beginning of the video so I’m able to understand what we are trying to achieve - even a vey quick before (raw data input) and after to grab us. Thanks again!

[robtop]

This helped a lot. I was stuck with this same issue but now it’s solved thanks to you.

[valeriyafk]

Nathan, Thank you for the very educational and useful video on formatting excel file output.
If there is a way to make it work if there is need for Output with multiple sheets within an Excel file (based on one of the filed values)
Thank you!

[beckyli]

The render tool only works for one sheet, is it any way can format multiple sheet on one excel

[Krishnakumarpalani]

Nathan, im really greatful to you as i have learned the basics on Altryx workflow..u r the best in arranging a sequence of videos for better understanding..Please share more videos..i would appreciate if u start helping with qlick view & Tableu

[shandor]

Nathan: Excellent intro to the Render tool, thanks! Alteryx isn't perfect but it's king of the hill in data process automation, and I wish they'd fix the quirks that do make a difference such as automatic column width in the Render tool & others. I'm also glad to see you use the Data Cleansing tool that helps with junk we constantly receive. Some resent how slow it is with large datasets, and Alteryx staff explain that's because it's built with other Alteryx tools--so it's a big macro--and this is all the more reason to have them build it from scratch in C++ or whatever, for the sake of performance.

[ronitbose]

Thanks a lot for the video Nathan, definitely helps build the alteryx knowledge. I was just curious to know for the same output rendering, how do I use this technique to puh my output to multiple sheets in a single file as I have a process that requires me to output formatted tables onto multiple sheets in the same file. Appreciate the help in advance

[jensonthomas]

Thanks a lot for the video Nathan. I'm subscribed and I'm getting all notifications but you don't see me as subscribed, that's strange. I'm quite not sure how to prove it -:)

Great to see some useful tips for the render tool. It will be even better if Alteryx adds more options like column width specification or auto fit, freeze panes etc. to the render tool and that can be a suggestion to the Alteryx development team.

I was exploring the options to use a previously configured export path consisting a file name with current date and a unc path added via formula tool earlier in the workflow. You can actually use the group by option and it let you pick the field you want to group on. Pretty cool. Nice clip at the beginning of the video... cacked me up! 😃

[carenmelton]

Thank you for the videos, they are great! I was wondering if you can help me, I can get my report to be in one Excel file but on different tabs (using Block until done/Filter/Output Data), I followed this video on how to use the Render Tool to format my data but now it's on one tab so I'm wondering, is there a way to take my formatted data and put that into a report (preferably in Excel) that will have multiple tabs?

[neelimakammila]

Hi Patrick...Thank you for the video!!
Headers in excel output is too lengthy hence not displaying the entire header name.... Please explain how to do the settings to get the complete header name in the output.

[karthikeyanmss]

Nathan- Thanks for the well explained video. I want to dump the data into a pre configured excel template without loosing the formating.Can you please help me with a detailed video.Thank you in advance.

[ahmedsaleh]

Hi Nathan, by far the best Alteryx videos on YouTube. I just moved to a new company so Alteryx is new to me, was wondering if you had macro videos in the pipeline or maybe point me to any useful resources.

[krstlgstn]

Hi Nathan, can you show us how to remove truncated header in the render tool. I'm showing that my column width is Ok via browse tool, but when I run the file and extract it, it shows that my headers are truncated. Thank you for assisting.

[margaretsollars]

This video was very helpful to new Alteryx users, thank you for posting. I have a question to add to this render video. I have a render file that produces 21 separate PDF files. All of the files have the same header, "Financial Report". I would like to add the individual states to the header (Financial Report – Michigan.pdf, Financial Report – Ohio.pdf, etc...) but I do not know how to add the name of each state to the header and render it as a separate pdf file. I have researched all over but can't find the answer. Do you think this doable?

[vikaspasricha]

Nathan - thanks for creating the video ! I really liked the way you explained the render function in very simplistic format and it’s easier for someone to grab without coding background as well.

I’m struggling with one thing can you help me out. Let’s say I’ve a folder with the name of Input file and in that I save Input file daily with the name Summary 04.01 then Summary 04.02 to Summary 12.30.

Can I create a functionality with Input file (dynamic) that Alteryx picks Input file as (Actual date - 1) on weekdays and (Actual day - 3) on weekends. Even if we can create one condition Actual date -1 that would even help.

I don’t want to select input every time it should be automatically picked up by Alteryx.

Thanks in Advance !

[tinotianela]

What are the other alternatives for folder browse in alteryx server? Hope you can help. Thanks! 🙂

[PujaKiPyaariDuniya]

I have sheet(Y) in Excel which has formulas(cell referencing to other cell values from another sheet).let's say (X)
Every day the another sheet(X) count increases and I have to copy paste formulas to new rows manually
Can we automate this ?

[elrober]

@Nathan,
I am struggling to generate a single e-mail to one recipient attaching an Excel Spreadsheet with multiple tabs. Would you shed some light?
Thanks!