I have a process to create Multiple Worksheets in an Excel Document. I am trying to figure out how to set the name of the file using Tokens, My Json Looks something like:
[
{"Name":"Steve",
"Year": "2021",
"Month":"April",
"Sales": 5000},
{"Name":"Steve",
"Year": "2021",
"Month":"May",
"Sales": 3500},
]
What I want to do is pull the Name and Year from the first item in the collection to set the file name "Steve 2021 Sales.xlsx". but when I use {{Name}} {{Year}} Sales.xlsx I get that exactly (the data in the document works great.
I have the naming of the worksheets working, but I am trying to get the naming of the actual Excel File to work.
Hi @sphilson,
Do you have the tags {{name]} and {{year}} in the excel template? For example, I used the file with worksheets from the mentioned example and I can use the tokens in the file name
You can select any tag from the excel template and use it in the file name.
Best regards,
Petr
Plumsail team