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).

Inputs and outputs
| Field | Direction | Type | Required | What to put / what you get |
|---|---|---|---|---|
| Workbook name | Input | Text | Yes | The file name. .xlsx is added for you. |
| Sheet name | Input | Text | Yes | The name of the first (and only) sheet. |
| Workbook | Output | File | Yes | The new, empty workbook. |
Example
| Workbook name | Sheet name | Workbook |
|---|---|---|
report | Data | report.xlsx with one empty sheet Data |
report.xls | Data | report.xlsx (the extension is replaced) |
Good to know
- Any extension other than
.xlsxis 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.

