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SOLVED

Replicate excel output file based on existing template

JokeFun
8 - Asteroid

Is there a way to replicate the output file and save to a new one? The business case is I need to save a daily version of that export based on a current workbook template. Only the named ranges in two of the many sheets within that workbook is to be updated and saved as a new file with date updated for the file name.

For example, there's a series of daily reports named

ABCD.20200101.xlsx

ABCD.20200102.xlsx

...

So today I need to generate the file for last working date which is 13Feb2020, the manual procedure would be to copy over the ABCD.20200212.xlsx to a new file and have it renamed and then update the two relevant sheets.

 

I know how to update named sheets within the file with a fixed name like ABCD.xlsx. But I don't know if Alteryx can replicate the 12Feb file and update it to be 13Feb.

2 REPLIES 2
echuong1
Alteryx Alumni (Retired)

Are you running this report everyday? If you are, you can use a formula tool with the DateTimeNow() function to get today's date and then use that field as part of the file name.

 

With regard to creating a template, check out the blob input and output tools. These links might be helpful:

https://intersectionsandoverlaps.wordpress.com/2019/09/27/alteryx-excel-templates-with-blob-tools/

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Write-multiple-excel-files-using-a-tem...

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Output-amp-duplicate-template-file/td-...

JokeFun
8 - Asteroid

@echuong1   Waoo, that's great! The Blob tools are exactly what I need. Thank you very much!

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