Reporting and E-mail

[ManuelRodrigues]

Hi,

I have an Alteryx workflow that generates reports to excel and i was wondering if i can do some further enhancement to automate the process further?

1. I want the report that it currently generates in excel to add a front sheet and format the data in a neat tabular form. Also would like to dynamically change that front sheet date each qtr

    Example:

2. Once this is done i have a list of business units and also a distribution list that i need to send the emails to.

Thanks in advance for your help.

[Amit_G_Limbasia]

Dear @ManuelRodrigues,

For your use case you can use formula tool to create a column with SheetName like I have created using formula tool 
Formula : 
DateTimeFormat(DateTimeNow(),"%d-%b-%y")

Column Output : 06-Feb-24

Then Use ouput Data tool : 

Use following configuration which is highlighted 
And you can see in result window Sheet with Particular name is created successfully

[SGolnik]

To make a nicely formatted output, like in your screen shots, I would either write to an excel template that contains the formatting or use the reporting tools to build the sheet. To do dynamic sheet names using the render tool instead of output, see this link: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Render-table-to-dynamic-file-s...

To do the email, you would use the email tool. The email tool is always the last tool run within a workflow. Here is a great knowledge base article on the email tool: https://community.alteryx.com/t5/Engine-Works/Reporting-in-Alteryx-Sending-Emails-with-Attachments/b...