Hi All,
I am new to Alteryx. I was able to save the file as PDF using render tool but no way to add the run date in filename and I added the Formula tool before the render tool but it did not work. No error is showing.
@Drexler the Render tool is a little bit more fiddly to pull information from the data itself. In this example I have a field like you:
Then in my actual reporting element, I need to Group by this (also unticking the field so it doesn't get output):
Now in the Render itself, in order to pull from fields we need to ensure we have Choose a Specific Output File selected. We then just give a dummy FileName (1.pdf in my case). Then, we select to Group Data Into Separate Reports, selecting our Path field and Replacing Filename With Group:
Upon running that the dynamic path/file name that we set up in the Formula tool pulls through:
Example workflow attached for you to look over.
Thank you for responding to my inquiry. I tried to follow the instructions and I got an error in render: Unable to write output file. The system can't find the path specified.
The path preview is showing correct. Not sure what I missed.
@Drexler it looks like you’re constructing the entire path in your Formula, so you may want to try the other drop-down in the Render configuration to replace the entire path instead of just the filename. Failing that, are you perhaps able to show your Formula expression setup or a bit more of the error message? I appreciate you’re blocking it out due to privacy concerns but within that setup is the most likely the root cause here making it hard to diagnose.
Sure, please see attached formula and error messages. I also changed the render configuration to Replacing Entire Path With Group but it led me to another error and alteryx has stopped working.
Hey @Drexler, in your expression, try adding the file extension I.e. ‘.pdf’ to the end - after your date. Then try replacing filename with the entire path again.
Hi again, I was able to pull the excel and pdf successfull, however, the pdf file did not save in the same folder. The excel saved correctly.