Changing input column names HELP

Question

In my input file, I have fields that will change each month as it is based on the latest month's data.

I.e. in the example screenshot, I need to take May data in Column N. However, when June data is available, I will need to take this and so on... Is there an easy way to do this in Alteryx without having to edit the input file column names each month?

aatalai · Answer

I would say inport the data and then use the dynamic select tool to select the fields you want (which I presume is prior month or 2 months?) with the use of a formula function. I'v uploaded a demo (NB uses text input but logic will follow with excel files

Changing input column names HELP.yxmd

abacon · Answer

@CM246 It really depends on how the input file is designed. If the headers change pre-workflow, then the workflow will pick up the changes, you would just have to make sure if you have a select or a tool that removes column, you leave unknown selected so it would pass through.

If the column header changes based on data within the workflow, then you will need to be strategic and your best bet is a transpose/cross tab process to ensure the column names are as desired.

Again, it depends on how the file is designed, if you could upload the file (or an example of the file) with the workflow, we could definitely help out more.

Bacon

Aaron_Foster · Answer

While Alteryx usually expects static column names, you can handle changing monthly headers using the Dynamic Input Tool. Start by using the Input Data Tool to bring in the list of Excel sheet names (select the file, then choose “Import only the list of sheet names”). Then, use the Dynamic Input Tool with a template sheet to loop through and read the actual data. This approach should work even when column names like “Jun-25 ($K)” get added, so you don’t need to update the workflow each month.

From there- You just need to be strategic about your design.  You might need to Transpose the column headers and do manipulation to remove months, etc.