New Excel Sheet Name Every Month - Bank Statement

Hi All

Could you please assist in making the source file...........in this case an excel sheet name dynamic. Alteryx should pick up the data irrespective of the sheet name

For eg. March - Sheet name would be - March - TransactionHistory - <date>

April would be - April TransactionHistory - <date>

How can I make Alteryx ignore the sheet name ?

Thanks\

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binu_acs

@cterrence One way of doing this is by import all the sheet names from the input file then update the full path with a formula tool, then you can access the file with the help of a batch macro or dynamic input tool

Dynamic_Sheet_Name_060223.yxzp

cterrence

Thank you for the reply

My problem is the I have one excel workbook and the sheet name changes every month

For eg

When I download for March - The sheet name would TransactionHistory - <date>

And for April it would be - TransactionHistory <different date>

I want Alteryx to recognize the sheet irrespective of the sheet name

Thanks

FrederikE

@cterrence,

The solution of @binu_acs does exactly that. It reads the sheet names dynamically before it opens anything else. Therefore all existing sheets are always read - irrespective of the name.

Watermark

You can use a formula tool to create a name however you'd like it, create a formula for file name/path & one for sheet name.

You use reporting tools to export to a spreadsheet, and group by file & sheet , use the render and send to a spreadsheet.

Watermark

File Path Alteryx.png

File Path Layout.png

Render tool config.png

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