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Alteryx Connect Discussions

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Updating output file

Jigoe13
5 - Atom

Hi,

 

New Alteryx user here,

 

I am trying to build a workflow which takes certain cells of data from two separate input files and updates fields in an embedded excel file. That excel then needs to be refreshed and sent as an email attachment. Would Alteryx be capable of doing this? 

 

Thanks,

James

1 REPLY 1
PanPP
Alteryx
Alteryx

Hi @Jigoe13 

 

1) You can bring in your input files in a workflow with 2 separate Input Data tools.

2) You can merge the data files together, prep the data, and clean up the data within the platform

3) You can then use an output tool to output the data to an excel file.

4) You can also configure an email tool (reporting category) with the proper SMTP settings, attach the excel file as an attachment and then run the workflow to send out the email.

 

https://help.alteryx.com/20223/designer/email-tool

 

Hope this helps.