Need help building this workflow!!!!!!

[abdullah_noor23]

Hi Everyone,

I need to develop an alteryx workflow that reads a .csv file from box. I need help with the dynamic selection of the file, archiving and outputting the data using a template. The .csv file would have a data column named RUNDT(format:mm/dd/yyyy) which entails which day of the month the .csv file was dumped to the input location. There will be a new file once every month.

Step 1. The workflow should only read the .csv file if detects new RUNDT.

Step 2. Archive: Copy the Input file to the Archive folder with the date appended to the filename (YYYY-MM-DD)

Step 2. After Reading, transforming the workflow will archive the .csv file into a separate location called archived.

Step 3. Once the the data is transformed, the workflow will  output into that excel workbook into two different sheet using a Template. 

Step 4. Append the RUNDT from the input file in YYYY-MM-DD format to filename. Ex. Inbound Freight Analysis 2022-12-29.xlsx|

I am attaching a workflow where the text input has exact same data for the Reference.csv along with the Reference_Template.

Any help and demonstration will be greatly appreciated. I am new to this space and trying to learn. Would like to see your guy's logic for Step 1,2,3, 4. Please ask me any question for more clarification. Thanks in advance

[apathetichell]

You won't be able to test for a new RUNDT unless you load the file into your workflow. You should work on sketching out how Alteryx will know what is and is not a new RUNDT value and if this information is information it can acquire dynamically... A suggestion might be a test if a compilation of directories created via prior runs - and then perhaps something in the filename which might hint at the RUNDT value?

[binuacs]

@abdullah_noor23  as @apathetichell mentioned you need to bring all your data into workflow then identify the RNDT and process the file. I have attached a sample workflow for your reference. Step 3 you have to create,  and when you have 2 separate sets of records you can write them into different sheets of the same excel. 

Note: I have created two .csv files and updated one csv RNDT to 1/1/2023 and processed that file 

[abdullah_noor23]

Hi @binuacs, Thanks for your response. I am currently using Alteryx Version: 2021.2.1.35394 which is not allowing me to workflow. Is there any way for me to access it using my version?

[Luke_C]

@abdullah_noor23 

It's an easy fix - check out this blog: https://community.alteryx.com/t5/Engine-Works/Making-Workflows-Apps-amp-Macros-Backwards-Compatible/...

Alternatively, opening the yxzp should have created a folder wherever you saved it that has the workflow - you can open it from there and click through the version warning. 

[binuacs]

@abdullah_noor23 Let us know if you are still unable to process the workflow

[abdullah_noor23]

Hi @binuacs,

I was able to access the workflow. However, I need some additional help with the ArchivePath & FPath formula.

For the archiving container I need to write the .csv file under the archive folder located in box. See the location below

And for the output I have to write the excel workbook with two different sheets but in box for example

These two output has to go under /Alteryx Data Sources/ZZ Test/Reports in box. See bellow

First sheet:

Second Sheet:

As, this is my first time working with box tool, Can you tell me what should be the updated ArchivePath and FPath for this scenario? Or I have to completely try a different approach. Feel free to ask me any questions for more clarifications. Thanks in advance

[apathetichell]

map your box drive to your hardrive. Output to a standard mapped location.