Create new daily folders and copy template file

RudrakshPandey

Hi Everyone,

I have a template (excel file) saved in a fixed location and I wanted to create a new folder daily (month and date) in the same location and copy that file for a list of clients that I have.

Is this possible to achieve through Alteryx.

File Name - Sample.xlsx

List of Clients - Client 1, Client 2, Client 3 (this is in a excel file as well)

Output Folder Daily with File Names  Sample - Client 1.xlsx, Sample - Client 2.xlsx, Sample - Client 3.xlsx

Thanks,

Rudraksh

alexnajm

It's absolutely possible - it will just take a few steps. Here are some articles to help out:

Folder Creation

• Create new folder and add output file - Alteryx Community
• Create Folders and Subfolder - Alteryx Community - has a bunch of links within too
• Solved: Create Folders and Sub folders in it - Alteryx Community

Template to Excel File:

• The Blob: Reporting That Isn’t From a Horror Film - Alteryx Community
• Excel Templates with Blob Tools and Control Contai... - Alteryx Community