Need help building this workflow!!!!!!

Hi Everyone,

I need to develop an alteryx workflow that reads a .csv file from box. I need help with the dynamic selection of the file, archiving and outputting the data using a template. The .csv file would have a data column named RUNDT(format:mm/dd/yyyy) which entails which day of the month the .csv file was dumped to the input location. There will be a new file once every month.

Step 1. The workflow should only read the .csv file if detects new RUNDT.

Step 2. Archive: Copy the Input file to the Archive folder with the date appended to the filename (YYYY-MM-DD)

Step 2. After Reading, transforming the workflow will archive the .csv file into a separate location called archived.

Step 3. Once the the data is transformed, the workflow will output into that excel workbook into two different sheet using a Template.

Step 4. Append the RUNDT from the input file in YYYY-MM-DD format to filename. Ex. Inbound Freight Analysis 2022-12-29.xlsx|

I am attaching a workflow where the text input has exact same data for the Reference.csv along with the Reference_Template.

Any help and demonstration will be greatly appreciated. I am new to this space and trying to learn. Would like to see your guy's logic for Step 1,2,3, 4. Please ask me any question for more clarification. Thanks in advance

Reference.yxmd

Reference_Templete.xlsx

Reference.csv

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apathetichell

You won't be able to test for a new RUNDT unless you load the file into your workflow. You should work on sketching out how Alteryx will know what is and is not a new RUNDT value and if this information is information it can acquire dynamically... A suggestion might be a test if a compilation of directories created via prior runs - and then perhaps something in the filename which might hint at the RUNDT value?

binu_acs

@abdullah_noor23 as @apathetichell mentioned you need to bring all your data into workflow then identify the RNDT and process the file. I have attached a sample workflow for your reference. Step 3 you have to create, and when you have 2 separate sets of records you can write them into different sheets of the same excel.

Note: I have created two .csv files and updated one csv RNDT to 1/1/2023 and processed that file

Reference.yxzp

abdullah_noor23

Hi @binu_acs, Thanks for your response. I am currently using Alteryx Version: 2021.2.1.35394 which is not allowing me to workflow. Is there any way for me to access it using my version?

Luke_C

@abdullah_noor23

It's an easy fix - check out this blog: https://community.alteryx.com/t5/Engine-Works/Making-Workflows-Apps-amp-Macros-Backwards-Compatible/ba-p/779546

Alternatively, opening the yxzp should have created a folder wherever you saved it that has the workflow - you can open it from there and click through the version warning.

binu_acs

@abdullah_noor23 Let us know if you are still unable to process the workflow

abdullah_noor23

Hi @binu_acs,

I was able to access the workflow. However, I need some additional help with the ArchivePath & FPath formula.

For the archiving container I need to write the .csv file under the archive folder located in box. See the location below

And for the output I have to write the excel workbook with two different sheets but in box for example

These two output has to go under /Alteryx Data Sources/ZZ Test/Reports in box. See bellow

First sheet:

Second Sheet:

As, this is my first time working with box tool, Can you tell me what should be the updated ArchivePath and FPath for this scenario? Or I have to completely try a different approach. Feel free to ask me any questions for more clarifications. Thanks in advance

apathetichell

map your box drive to your hardrive. Output to a standard mapped location.

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