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.

[markcurry · Accepted solution]

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.

[Kinetic_analytics]

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

[binu_acs · Accepted solution]

@Kinetic_analytics one way of doing this with the Blob tool

[Kinetic_analytics]

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

[binu_acs]

@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! 

[DanielG]

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/...