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SOLVED

Automatic email snapshot of excel data

ArnabSengupta
8 - Asteroid

Hi All,

 

I have an excel file which updates once a day. I want to be able to send an automatic email to different users of snapshot of the whole excel data, per sheet number (Sheet 1, sheet 2 etc.) in the email. 

 

I have attached a sample data set to it.

 

 

Help is much appreciated.

 

Thank you!

7 REPLIES 7
RishiK
Alteryx
Alteryx

@ArnabSengupta I have attached a sample workflow for you. You will need to configure the Email tool with the SMTP configuration and the relevant email addresses or groups.

 

You can replicate this for Sheet 2 also.

ArnabSengupta
8 - Asteroid

Hi @RishiK : Thank you for replying. When I am trying to open the attached workflow, I am getting this error message. I checked, and my designer is up to date with the latest version. 

 

Can you kindly advise?

RishiK
Alteryx
Alteryx

@ArnabSengupta what version of Designer do you have?

ArnabSengupta
8 - Asteroid

Hi @RishiK , I got version 2020.2.3

RishiK
Alteryx
Alteryx

@ArnabSengupta can you upgrade to 2020.3 - you can open the workflow once you have.

serrico
5 - Atom

Hi,

I cannot download the latest Alteryx. Would you be able to attach an image of the workflow?

RishiK
Alteryx
Alteryx

@serrico  @ArnabSengupta  this is what I had in my sample workflow:

RishiK_0-1614810366450.png

You would have to configure the orange Email tool for your emailing out.

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