saving output with Data on one sheet and pivot on another sheet with today's date in file

[pateldev22]

Hi All,

Looking for some help. I have an output data tool created which saves data down to a file on a sheet called "Sheet 1" with Today's date in the file name. This is what i want to do.

1. Save File Down with Data on "Sheet 1" as FileA-Today'sDate.xlsx

2. Keep a pivot table on "Summary" Sheet.

I'm looking to keep an Excel Pivot Table.

[Maskell_Rascal]

Hi @pateldev22 

Please see the attached excel file that contains a zip file. Unfortunately the Alteryx Community doesn't allow posting straight zip files anymore, so I hope you can access the zip. If not, let me know and I'll find a way to get it to you. 

I'm using a Directory Tool to grab a template file, the Formula tool to create a cmd script, and then the Run Command Tool to copy, rename, and save new versions of this template to the desired output folder. The template I'm using has the pivot table already built in. 

Once these files are created, I'm using a Join and Formula Tool to update and create a PATH field that is used to split out my Raw Data into the different files each day you run the workflow. 

Folder Setup:

Starter File:

Output Folder - Post Running Workflow:

Please note that you will still need to open the file and refresh the pivot table after the new report is generated. 

If this solves your issue please mark the answer as correct, if not let me know!

Thanks!

Phil

[Maskell_Rascal]

Hey @pateldev22 

I figured out how to include all the folder setups in the .yxzp file, so you can now just pull this down an open it. 

Thanks!

Phil