Adding Macro to pick new file

Question

Hello,

i am working in a workflow where business need to add new file (e.g. loan or funding) depends on the client. how can i build a Macro to pick those new upcoming file so Alteryx can pick those new files without modify and/or update existing workflow.

Thank you

kauser

EKasminsky · Answer

@Imaizumi is on the right track here. You might be able to just use a simple join though and append the new rows to the table based on Item.

Imaizumi · Answer

Add a date column to the source data if possible, else output the data input file with adding a column "Current Month" + "Year".

Then when you pull in the new data add a column for "Current" month + "Year" and input your own saved copy and join the data together.

kauser · Answer

@EKasminsky

thanks for your reply. actually i need to rephrase my question. i would like to know how to build a macro to pick new data from existing input file. such as my current input file is like below

current month input file

item typecolor amount A2Yellow20C4green45D5orange345B1black758

future input file when there are new item added into table (item R and Y added into this table)

item typecolor amount A2Yellow20C4green45D5orange345B1black758R3Blue5859Y9white25