Rename Excel File Based on Current Quarter

[Trevort]

Hi All, Looking for a way to rename an excel file automatically based on the current quarter/year. The file name is "123" and if it is Q1 for example id like the file to say "123 Q1 2025"

[abacon]

@Trevort What you need is a field that is dynamically creating the quarter (see the screenshot), then follow the instructions on the thread below. However, you will use the 'change entire file path to do this. If it needs to go to a specific directory location, not always in the same location as the workflow, define the full path of the output file in the output name field.' option.

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Group-output-into-seperate-she...

Bacon

[binuacs]

@Trevort similar to @abacon method but used different formula for finding the quarter

[Qiu]

@Trevort 
I will go with the approach @abacon  as well. 😁