Excel report refresh Automation

[MamtaL]

Hello Team,
We have created Pivot table report in excel from HANA DB. We have to refresh this pivot table report once in week. When we refresh this report excel get fully occupied till refresh completes. 
So, I would like to know is there any possible solution in Alteryx where we can refresh my excel report with minimum time utilization.

kindly Note, Every refresh should fetch data from SAP HNA DB.

Thanks.

[Yoshiro_Fujimori]

Do you want to refresh your summary table without locking the source data?

If so, I would use BI tools such as Tableau and Power BI rather than Alteryx.

[nagakavyasri]

@MamtaL You can connect to SAP HANA DB through Input Data tool, recreate the same pivot as that of your excel in Alteryx and run (or) schedule the workflow when needed. This way you can directly get refreshed data from SAP HANA DB. 

Note that we are not using excel in this process but recreating the same functionality in Alteryx.

[MamtaL]

Hi @Yoshiro_Fujimori 

Thanks for your response.
I am not really friendly with these BI tools. I need to learn it fro scratch to achieve this. So I thought if we can achieve this through Alteryx.

[MamtaL]

Hi @nagakavyasri 
Thanks for the response. 
I tried same thing. But I need output as excel file with too many active filters exact how we create in excel. Becuase this generated Output will be useful to other business person, they would prefer only excel pivot.
If you have any suggestion on this, please let me know.

[Yoshiro_Fujimori]

Hi @MamtaL ,

If the end users stick to the UI of Excel, I would prefer buiding on VBA as it has more tools to deal with various Excel features.

Of course there is a way to output data to Excel with cell format, but it comes with some complication.

If you go this way, this Alteryx & Excel Guide may be of some help.

Good luck.