Monthly Snapshot of Data

Hi there,

I have attached workflow where i take a daily copy of store data and save as excel....but I need to take a snapshot of store data on the first working day of each month and save this snapshot data to its own excel to track store data progress.

The daily feed is fine, what i need help with is to work out best way to take a monthly snapshot of store data and add a date stamp column (column L in example) to show when this snapshot date was run. This way i can check store data progress....

In case of snapshot failure...is there a way the check that if first working day of month snapshot has failed/missing then when the workflow runs again tomorrow it will add missing/failed month snapshot so i cover myself for possible snapshot fails?

BTW....i don't need any color formatting in the snapshot excel...i only added color to explain better what i am trying to do

month snap.png

......this part is fine
2) I also want on the first working day of each month a separate snapshot of store data with a date stamp column

month snap.png

snapshots.yxzp

Output

Date Time

Data Investigation

Accepted answers

OTrieger

You can use Summarize tool to get the Min or First date, and in this way it will give you the first reporting date for that given month.

All comments

OTrieger

@DelData

You can create a time stamp with Formula tool.

OTrieger

DateTimeNow()

DelData

yes...what best way to capture what 1st working day of month is? 1st working day of each month will keep changing...is there a clever way to work this out?

OTrieger

You can use Summarize tool to get the Min or First date, and in this way it will give you the first reporting date for that given month.

DelData

great..i did not know First date....i will use this ...thanks for taking time out to help👍

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