Using the Date Input Tool to Generate a "Report Date" Row

[christian_kilgore]

Hey there,

I am new to Alteryx and this type of work in general. We are working on a project to reconcile correspondence between our vendors. As part of an auditing procedure, we wanted to automate reconciliation done by different vendors. One of these vendors requires us to download a manual report that does not indicate the date of the report.

Therefore, I wanted to create an analytic app that allows you to choose the applicable report date in the Date tool and add that as a column in the database for all of the values in the spreadsheet. I am thinking that it will need a Date, Action, and Generate rows tool. I'm completely new to this and don't have much experience with formulas so I thought I would reach out here.

Thanks for the help in advance!

[Jonathan-Sherman · Accepted solution]

Hi @christian_kilgore,

This could be achieved with a Date interface tool and formula tool:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

[christian_kilgore]

That worked!

Appreciate the quick help Jonathan!