Append data on a daily basis in columns side by side
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This is my first post on this site
I have YTD sales data and I want to track the everyday change of sales, which can be used in future to see the trend. I have consolidated multiple data sources and summarized to see the sales by profit center but not sure how to append the data side by side.
Requirement
Append sales data on a daily basis in an Excel side by side with current date being the header.
sample attached
Profit Center | 28_June__2017 | 29_June__2017 |
AB_10 | 19,449 | 26,689 |
AB_11 | 245,752 | 253,290 |
AB_12 | 8,575 | 8,887 |
AB_13 | 134,337 | 143,358 |
AB_14 | 44,760 | 46,646 |
AB_15 | 235,746 | 245,176 |
Solved! Go to Solution.
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Alteryx doesn't seem to overwrite an existing sheet in an excel file, so you will need to output a new file or a new sheet each day it runs.
While I get using the word 'append' here, you are really trying to join the new data onto the previous data, using the Profit Center as the common key. You'll just need to get the new day's data organized into two columns, one named "Profit Center" and one "profit data". You can then use the Dynamic Rename tool (developer tools tab) to rename the data column into whatever format you want (likely using some of the Date Time functions and string replace tools to get your desired format).
This can be joined to your existing data pretty easily, even with the dynamic/changing field name for your data column (since you can just deselect the duplicate "Profit Center" column and leave the "Dynamic or Unknown Fields" option checked within the join tool. If your new data is in the right input to the join tool, it should automatically end up as the last column in the resulting joined data set.
This make sense?
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Dan, thanks for that. Not sure why I didn't poke around in output options.
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Thanks, Dan - exactly what I was looking for...
I had an output with the current workflow and joined the previous day's output to the current output and this combined output becomes my final/combined output of today; which includes yesterday and today's data side by side, thanks!
Being new to alteryx the workflow you attached was the key for me to understand your suggestion.
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Thanks for the response David, I really appreciate it :)
