File naming

[Sifiso]

Hi all

I need to generate reports monthly from my workflow. how can I set a logic for my report to have a filename based on the the month?

example FY22_P01 for the first month, FY22_P02 for the second month, etc.

[Luke_C]

Hi @Sifiso 

A formula like this should get the year and month to populate based on today's date. This assumes that your fiscal year and periods run Jan to December. You should append your file extension and configure your output tool accordingly. 

'FY'+datetimeformat(datetimetoday(),'%y')+'_P'+datetimeformat(datetimetoday(),'%m')

[messi007]

@Sifiso,

Please see below :

Use the path created on the output

Attached the workflow

Regards

 

[fmvizcaino]

Hey @Sifiso ,

I would suggest you taking a look at this guide. https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-to-Dynamically-rename-output-fi...

https://www.youtube.com/watch?v=PwjQxJINQOU

You need to create a formula with your filename, so I would use the datetime functions to get the year and month from a date column. 

Best,

Fernando Vizcaino