Excel Pre designed template and save/ achieve the report based on date

Kinetic_analytics

Hello, great minds:

Good evening. I want to create a report in the output file, the template is a pre-designed excel template. I like the result of the workflow saved in the excel template based on date. I have attached the Screenshot of the template. I want the template to stay as it is. Every day, the new refresh data results will populate on this template as a new file based on the date the Output file is- Sales Report 082222. I have attached the template and workflow for your information.

Appreciate your help.

Sales Report.yxmd

Sales Template.xlsx

sales_data_sample (1).csv

Workflow

Accepted answers

Hi @Kinetic_analytics

You can use the Preserve Formatting option to update an existing spreadsheet that has the formatting that you want. The trouble that you have is that the file you're updating needs to exist first. See the attached workflow, which creates a .bat file that copies your Sales Template to your new filename, then the workflow updates that file you've just copied.

Hope that helps, it's using files in C:\Temp\ so you'll need to update that for it to work for you.

Sales Report.yxmd

@Kinetic_analytics one way of doing this with the Blob tool

Sales Report.yxmd

All comments

Hi @Kinetic_analytics

You can use the Preserve Formatting option to update an existing spreadsheet that has the formatting that you want. The trouble that you have is that the file you're updating needs to exist first. See the attached workflow, which creates a .bat file that copies your Sales Template to your new filename, then the workflow updates that file you've just copied.

Hope that helps, it's using files in C:\Temp\ so you'll need to update that for it to work for you.

Sales Report.yxmd

Kinetic_analytics

Thank you. It is grat help in my learning process.

@Kinetic_analytics one way of doing this with the Blob tool

Sales Report.yxmd

Kinetic_analytics

Quick question, How can I copy from the Network Shared Drive directory?

@Kinetic_analytics If you are using the blob tool you can specify the network path of your template in the blob tool

Kinetic_analytics

I was trying this approach. Thanks for the push.

Kinetic_analytics

Awesome!

Check this article that @NicoleJ wrote about Blob Tools. Excellent stuff. 😀

https://community.alteryx.com/t5/Engine-Works/The-Blob-Reporting-That-Isn-t-From-a-Horror-Film/bc-p/986838#M3250

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