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New file per fiscal year and 12 sheets per each file

7 - Meteor

Hi all,

 

I want to create excel file for one fiscal year (e.g. April '20 - March '21), where every file would have 12 sheets named by months in that FY (e.g. April '20, May '20,...March '21). When new fiscal year comes, i want to create new file and new sheets for that year. 

How to do that?

 

Thank you

Alteryx Certified Partner
Alteryx Certified Partner

Hi @tanja90 ,

 

if I got you right, you could build the file- and sheet names using the formula tool and configure the output tool accordingly.

 

I've attached a sample workflow. Let me konw if it works for you.

 

Best,

 

Roland 

Alteryx Certified Partner
Alteryx Certified Partner

Hi @tanja90 ,

 

The following should work. See attached,

PhilipMannering_0-1605548339560.png

 

Thanks,

Philip

 

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