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Create Workbook

Creates a new, empty Excel workbook (.xlsx) with one sheet.

Create Workbook makes a new, empty .xlsx file with one sheet. Use it as the starting point when your process builds an Excel file step by step with the other Excel actions.

Add the action

In the Process Designer toolbox, open Excel and pick Create Workbook (or type Create Workbook in the search box).

The Create Workbook action properties: Workbook name, Sheet name and Workbook

Inputs and outputs

FieldDirectionTypeRequiredWhat to put / what you get
Workbook nameInputTextYesThe file name. .xlsx is added for you.
Sheet nameInputTextYesThe name of the first (and only) sheet.
WorkbookOutputFileYesThe new, empty workbook.

Example

Workbook nameSheet nameWorkbook
reportDatareport.xlsx with one empty sheet Data
report.xlsDatareport.xlsx (the extension is replaced)

Good to know

  • Any extension other than .xlsx is replaced with .xlsx. Spaces at the start and end of the name are removed.
  • To add more sheets, use Insert Sheet. To fill a workbook from a list in one go, Export To XLSX is simpler.

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