ALTERYX INSPIRE | Join us this May for for a multi-day virtual analytics + data science experience like no other! Register Now

Alteryx Designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.
SOLVED

How to dynamically save a file as the client and save it in the clients file?

Hi team,

 

I have a business requirement to create a workflow that dynamically renames files with the following structure "(today's month)-(today's year) [Client name]" then saves them into a folder specifically of the client's name. 

 

Unfortunately, the creation of such a workflow is beyond my abilities.

 

To reiterate this workflow would have to:

1) Dynamically update the file name by adding today's month and today's year at the beginning of it in the format MM-YY [file name/client]

2) Dynamically use the client name in the file name to save it in a folder with the same name

 

I attach an example file with an example workflow

Thanks!

fmvizcaino
16 - Nebula
16 - Nebula

Hi @Guccio-Gasparrini ,

 

You need a few steps to get that done.

1. To get your excel filename - that you can do by configuring your input data tool as image below

fmvizcaino_0-1620159229262.png

2. Create a formula with the path + filename + extension + sheet. Engine workflow directory is getting the folder where your workflow is saved.

fmvizcaino_1-1620159272427.png

 

3. Use the created column as a filename - that you can do by configuring the output data tool as image below.Be aware that the clients folder must exist in order to work.

fmvizcaino_2-1620159345063.png

 

 

I'm also attaching an example here.

 

Best,

Fernando Vizcaino

 

 

 

Thanks! This works!

fmvizcaino
16 - Nebula
16 - Nebula

Glad to help!

Happy solving! 🙂

Labels