topic Re: Schedule report to run on last business day in Alteryx Server Discussions

Schedule report to run on last business day

FreeRangeDingo — Thu, 12 Sep 2019 16:37:08 GMT

I need to schedule a report to run on the last business day of the month. I know there aren't easy options for this. I was hoping to use the custom schedule. Based on what I see in the custom scheduler, I think I need to setup 12 custom schedules, one for each month. Is that right? Thanks in advance.

Re: Schedule report to run on last business day

MichalM — Thu, 12 Sep 2019 19:12:30 GMT

@FreeRangeDingo

Using the custom option you are able to select the Last Day of every month.

Re: Schedule report to run on last business day

FreeRangeDingo — Thu, 12 Sep 2019 20:01:25 GMT

I need it to run on the last business day, not the last day. They may or may not be the same.

Re: Schedule report to run on last business day

MichalM — Thu, 12 Sep 2019 20:17:43 GMT

Missed that part totally, sorry. You are right. In which case your suggestion with 12 separate schedules will probably be the best (and only) solution.

Re: Schedule report to run on last business day

FreeRangeDingo — Thu, 12 Sep 2019 20:24:13 GMT

So, I posted that question on community and then went to our own internal Alteryx user group meeting where someone was showcasing the conditional runner tool from the CrewMacro. I can build a workflow with the DateTimeNow input tool, followed by an expression that says if the date today is equal to any of these twelve dates, run the workflow (using the conditional runner tool). I schedule that workflow to run every day, but with the conditional runner tool, it will only execute on the specified days.

Re: Schedule report to run on last business day

MichalM — Thu, 12 Sep 2019 20:42:52 GMT

You can indeed build that logic into the workflow if you're happy to have it running every day (or during work week which Alteryx Gallery also understands).

An alternative to the Conditional Runner in this case could be using Events where by you trigger the workflow you want to run on a successful run of the scheduled workflow.

Re: Schedule report to run on last business day

FreeRangeDingo — Thu, 12 Sep 2019 21:05:00 GMT

By choosing a reoccurring schedule, I have to set a frequency and the frequencies don't work for last business day.

I'm not sure I understand your last suggestion. You said --An alternative to the Conditional Runner, in this case, could be using Events whereby you trigger the workflow you want to run on a successful run of the scheduled workflow.

Does that mean to use the DateTimeNow input that I suggested and then based on that completion trigger the primary workflow with a command from events?

Re: Schedule report to run on last business day

MichalM — Sun, 15 Sep 2019 21:24:17 GMT

Recurring daily on a working day should work in this case - obviously assuming that last business day means Mon-Fri.

As for the other question, you've got it. You will build a workflow that leverages the DateTimeNow and a lookup table to check whether it is in the table of last business days. If successful, it triggers the primary workflow will be triggered via Events.

Re: Schedule report to run on last business day

FreeRangeDingo — Wed, 18 Sep 2019 21:37:00 GMT

I can't have it recurring daily. The output gets sent to users, and they would hate getting it every day when they only need to get it one day of the month.

Re: Schedule report to run on last business day

MichalM — Thu, 19 Sep 2019 07:42:01 GMT

Only the workflow checking for the day will run daily. The workflow delivering the output will only be triggered if the first one succeeds which will only be on the last business day of the month.

Re: Schedule report to run on last business day

FreeRangeDingo — Thu, 19 Sep 2019 16:16:00 GMT

I misunderstood your response on the schedule. Makes sense now that I reread everything. I like the idea of using the event trigger rather than the macro, and I found this post on setting up the commands -- https://community.alteryx.com/t5/Alteryx-Server-Knowledge-Base/Scheduling-Workflows-Using-Event-Run-Command/ta-p/36583.

Thank you for all of the suggestions. Very much appreciated!

Re: Schedule report to run on last business day

MichalM — Thu, 19 Sep 2019 16:31:55 GMT

No worries! I'm glad I could help.

Re: Schedule report to run on last business day

jgolemo — Fri, 09 Jul 2021 15:15:38 GMT

Hey there. I am interested in this solution. I created an alteryx module that takes my company's calendar and then determines whether or not today is a specific business day. The output of that module is a test tool that indicates whether or not that is the case. I then have another workflow that should only run if the above module outputs a true statement. I use a Conditional Runner tool, but for some reason it is still running the workflow. Can you possibly post your solution, or a sample solution that shows how you are using Conditional Runner to execute on a specified day? Thanks!

Re: Schedule report to run on last business day

FreeRangeDingo — Mon, 02 Aug 2021 15:16:39 GMT

Ultimately, I just wrote if logic with hard coded dates and a filter tool.

Re: Schedule report to run on last business day

Keerthana_Punnamaneni — Fri, 12 Sep 2025 14:31:50 GMT

Hi,
Did you find a solution for this. Even I would like to schedule my workflows on the last business day of the month.
Thanks in advance.