How to Create a copy of a google sheets workbook?

Question

I have a google sheets workbook that has 2 tabs: Data and Pivot Table. The Pivot Table tab uses the data from the Data tab. Currently Alteryx is using the Google Drive tool to overwrite the Data tab daily.

Now I have to duplicate the google workbook, append the date to the workbook file name, and write to the Data sheet. I was able to build a macro that creates a new file with the date in the wookbook name and write to the Data tab, but I can' figure out how to make a copy of the original wookbook so that the Pivot Table tab is there to use the Data Sheet.

jrlindem · Answer

I've used a method where you create a template file that gets copied/pasted to the location I want and then I write the data to the data tab as you've pointed out.  The pivot table is predefined and for a range that is much larger than the data will occupy.  Once the new data is written in (to the then blank or empty data tab) then the pivot table is able to be refreshed to reflect the data.  It's been a while, but I think you will still need to hit refresh on the pivot table, but at least its there and working with that one additional step that your end user may have to do the first time they jump into the pivot table.

Otherwise, if you don't need the pivot tables functionality (to allow the user to play around with other values), then you could just create the summarized table in Alteryx and output that to another tab at the same time you are writing the data details tab.

Hope that helps, -Jay