Change file name in excel file output based on running month

Hello,

I have an existing workflow where i need to run data daily and compile them all on a monthly basis.I have below workflow where the formula is used to create tabs in the excel worksheet. Im trying to create an output excel file per month eg " monetary report for April." How do i add on that to my exisintg workflow below without having to change the file name manually and name them based on the month Im running them on? Thanks !

Workflow

Accepted answers

AMansour

Hi @keepcalm

To create a new excel output we need to change dynamically the path based on the current month name try this function:

"\\Mac\Home\Desktop\" + DateTimeFormat([DateTimeNow],'%B')+".xlsx|||"+ DateTimeFormat(ToString(DateTimeNow()),'%Y-%m-%d')

I attached you the workflow with the configuration.

Let me know if that help

Amr

change_output_file_monthly.yxmd

All comments

AMansour

Hello @keepcalm

Why note to create with the formula the file path (by concatenating the folder path + FileName + sheet name ) and use in the output the option "Take File/Table Name from Field" to change the full path as bellow?

Capture d’écran 2020-04-10 à 17.59.31.png

Let me know if that help here

Cheers

Amr

keepcalm

Hi @AMansour

I wasnt clear enough. Im trying to create a new excel for my ouput (if its a new month).My workflow is ok for the month of March. Just that is there any way the users can based on a new excel output for Apr without them having the need to delete previous records in March ?

Note: Currently Im compiling records on a daily basis and users would like to see all records end of month. Im using formula to specify the tab in my excel.appreciate the help thank you

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