Generate new rows every run and to keep the old previous Rows

Hello Guys -

I am trying to automate some reports and I got stuck on how to create or acummulate new rows without overwriting the old rows, for instance, every week I run a weekly report (external software) which I have Start date, End Date and some values, therefore I want to use those information in Alteryx. So, every time I want to run the new input data with the new DateStamp range this create a new row and keep it the previous week intact in order to create weekly, monthly graph report.

any suggestion?

Topic of Interest

Accepted answers

Yoshiro_Fujimori

Hi @Poncho36 ,

Just reading from your text, you have two input data sets - Data from previous period and Data from this period.

So you can create a workflow like below and run it at the end of each period.

1. Load the two data sets and Union them with Union Tool in the order of the time.

2. Save the result to the file with Output Data Tool.

3. Replace the previous data (or create a new file, according to your preference).

Good luck.

Qiu

@Poncho36
If I understand your intention correct, we can use the yxdb file as the storage of data.

So we read the "old" data then union with your new data then output to update the yxdb data.

0425-Poncho36.yxmd

All comments

Qiu

@Poncho36
Can you provide the input file with data file, rather than Snapshot?

Yoshiro_Fujimori

Hi @Poncho36 ,

Just reading from your text, you have two input data sets - Data from previous period and Data from this period.

So you can create a workflow like below and run it at the end of each period.

1. Load the two data sets and Union them with Union Tool in the order of the time.

2. Save the result to the file with Output Data Tool.

3. Replace the previous data (or create a new file, according to your preference).

Good luck.

Poncho36

There you go, this week I will do the last week report the following of this list 4/14/2024, and the way I am doing it is manually copy and paste the row into this excel table. So I want to try when I run every week for new data row, this automatically create a new rows from the table keeping the existing previous weeks for future graph reports such as: Monthlty, quarter and weekly graph.

Data.xlsx

Qiu

@Poncho36
If I understand your intention correct, we can use the yxdb file as the storage of data.

So we read the "old" data then union with your new data then output to update the yxdb data.

0425-Poncho36.yxmd

Poncho36

Thanks it worked.

Qiu

@Poncho36
Glad it helps.

Quick Links

This months top contributors

mceleavey 383

mbarone 337

Hollingsworth 335

LanisC 335

JeffF 335