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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Dynamic Output to New Workbook Monthly

dmpope
8 - Asteroid

Hi there,

 

I have a workflow that is putting daily report summaries on a tab for each reporting day. However, since we have daily reporting, I want to break the workbook down by month but ideally without user interaction as I'm also using UiPath to ingest the data and run the workflow. Is there a way I can configure the output tool to create a new workbook for the month if the date column is a new month than the last time it was ran? 

 

So an example of what I'm looking for: I have all of my reporting run through Alteryx for March and exported into the March Workbook, once UiPath runs the flow for the 4/1/23 report then Alteryx will create a new file for April on its own and will export everything with an April date to tabs in that workbook. 

 

Thank you!

1 REPLY 1
binuacs
21 - Polaris

@dmpope Create a sheet name variable and assign the current month using the format DateTimeFormat(DateTimeToday(),'%B')

 

binuacs_0-1679332445693.png

 

 

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