Dynamically Create output file with Time stamp and keep all the pivots

[tsingh4]

HI

I have a report, which has data tab that stores raw data and multiple pivot and other tabs. This report has information for 50 managers, now I want to create output for each manager keeping all same pivots and others tabs.

Currently, I created a output file name using formula tool and selected take filename from field. All it does is create file for each managers but with Data tab only, I want whole report to be copied over with data pertaining to each manager.

I have attached excel sheet and workflow

[Luke_C]

Hi @tsingh4 

Sounds like you'll want to leverage templates. Take a look at the solution to this post as a starting point:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Clearing-Data-in-Template-before-Overw...

[tsingh4]

This solution is different than what I am looking for, I Have data with a field that has manager name, I need to paste the data from this file into a template that has pivots, this process needs to be repeated for n times. n = manager count

[Luke_C]

Its a different use case but the principle is the same. The answer here is to leverage a template.

It would also be helpful for you to share your workflow.

[ArtApa]

Hi @tsingh4 and @Luke_C - The disadvantage of the proposed solution is that is uses DateTimeNow() function. Alteryx processes data row by row and this function generates value for every row independently. If you have a large data set that take time to process, especially if processing happens at midnight, you may have different values for different rows in a single data set, which is processed in a single run.

Alternative would be using: https://help.alteryx.com/20221/designer/date-time-now-tool 

This tool will generate one value at the beginning of the process. 

[Luke_C]

@ArtApa that's a good point! I'd imagine using the DateTimeStart() function would also help avoid this.