For a reporting process, I need to copy data into an existing excel template. the requirements is that I need to delete a sheet that has last month's data and insert new data sheet with current month's data & Refresh Pivot
new to Alteryx, not sure if this is achievable. please help
I don't believe there is a simple way to delete a sheet from an Excel file with Alteryx. The only way I can think of doing this is to create VBA scripts to delete a sheet and to refresh a pivot and run them with a Run Batch command, which is doable, but by no means straight forward.
A much simpler approach would be if your monthly data can be in a sheet with a generic name and then just overwrite the data in that sheet.
To refresh the pivot I can't think of anything other than the VBA route.
Hi @Muralisagar
Unfortunetly @DavidP is right. The alternative solution would be input each sheet into the alteryx and output everything to excel except the last month data.
In order to achieve that you should use directory tool + dynamic input tool and afterwards you need to filter out the sheet that you don't need.
If you don't know how to do it I can prepare something for you.
As mentioned above, there's not an easy way to delete sheets from a file without VBA.
You can create a copy of your file as a template to keep the original pivot, then only export your new data.