Append Fields

Question

Hello! I currently have a tracker that is saved in my shared drive that has a running list of issues. Every week I am going to download a report of issues from our companies' data monitoring system and have set up in alteryx so that it will compare the current list in our shared drive, to the most recent report downloaded so we can identify any new records we will need to add to our tracker in the shared drive. How do i update my output file to append the current tab in my excel in shared drive to inlclude just the new records as the update? when i tried the append it did not work for me and i cant seem to figure it out in the output tool. thanks!

agimpel · Answer

when i set up the connection to my existing file, it only gives me the option to replace it (see attached photo) and then if I yes. I then put in the sheet name of the existing sheet i want to append my new fields to and copied and pasted the name of the sheet. i then put append to existing sheet in my output tool but i am getting an error on my output data "Sheet must exist". is there a step i am missing? thanks! see some screenshots attached

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Dhrish · Answer

@agimpel Since you have already found out the new records you can just filter them out and then send them to output tool and set Output option as Append to Existing Sheet.

Thanks,

Dhrishya

Rhys_Cooper · Answer

Hi @agimpel. Appreciate the output tool can take some trial and error. I believe the configuration you are looking for is:

Here, we use the triple pipe in the file path and put a placeholder sheet name. We then take file/table name from a field, in this case I have a field called "Record" with uniary value of "new". This will be the sheet name as shown below in the spreadsheet output:

Hope this helps! let me know if you require any further assistance and please mark this as the solution if you found this solved your problemo.

All the best - Rhys