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I need to generate recurring reports every month using 3 different streams of data
For example, for the month of May 2019 I need to generate
1. Hires for May 2019
2. Departures for May 2019
Similarly, next month I need to generate same reports for June 2019.
I was wondering if there is a way to just change a single particular field from May to June and accordingly the input changes from the May files to June files and similarly the naming convention of the output files changes from May to June?
I would use the formula below, updating 'DateTimeNow()' with the date in your report that represents the month you're reporting on. If you have no such field, you could subtract one month from DateTimeNow() and parse out the month name like I've done below.
While this is a good idea but I don't think it will replace my input of May files by June files. I want to get rid of the possibility of errors that I might make while changing the input files every month - I would rather just change a particular parameter from May to June and rest Alteryx does it for me.
For dynamically selecting the appropriate input files, you can use the directory tool to grab the list of files in the folder(s) along with filter(s) to grab the files you're looking for. Then use the method I described earlier to dynamically name the report output.
Do your input files have a date appended to them, or month name, or some other structure?
This post here goes into a lot of detail around different methods to choose depending on the scenario: