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Can I manipulate data in output file via Alteryx?

KateC
8 - Asteroid

I have a solution that writes/appends data to a file every day. The end user wants a summary, essentially a pivot table, of the data in a second worksheet in the output file. Is there a way that I can append the daily data, and then have all of the data (current, and that already existing in the file) summarized dynamically and output to a second worksheet, maybe using Run Command? Data is a list of accounts, summary is count of accounts, grouped by account owner, so totals change daily. Thank you!

1 REPLY 1
EKasminsky
7 - Meteor

I'm not sure if I'm understanding your question right, but you could use your Output Tool to append to a file instead of overwriting it. I've used the Reporting Tools to make similar summary sheets that look nice asthetically. The link below might help. Does that help at all?

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/How-to-append-new-data-to-exis...

You can use an Excel VBA macro to update a pivot table after that data is added to the Excel tab.

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