Save as new excel file name

[Megshipp]

Hello, 

I am trying to create an automated bi-weekly report, and I figured out how to send it to excel and format it correctly, but I can't seem to figure out how to make it a new excel file and not the original template file. 

I'd love to find a way to create a new report that is named something along the lines of "Customer's Weekly Report 04/15/24" with the date being whatever day I run the report. 

Is that possible? 

[binu_acs]

@Megshipp use the formula tool and create a full path 

[Megshipp]

I've got that, but I guess I don't understand how to link that to my workflow and get it to save as a separate file and not just a new sheet. I also need it to keep it's formatting as well. 

[Qiu · Accepted solution]

@Megshipp 
Check this out.

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/Copy-and-Paste-Excel-from-one-...

[Megshipp]

That got me what I needed. Thank you both for your help!

[Qiu]

Glad to know it helps.