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on 10-14-201502:39 PM - edited on 04-22-201911:26 AM by SydneyF
We get quite a few requests asking how to add the current date to Excel spreadsheet file names. The difference in adding information to your file name in Excel and other output configurations is that you have to use the Reporting tools for Excel to accept the new file name.
Why would I have to use the Reporting tools, you ask? Simply put, Excel thinks that when you are adding a prefix or suffix to the file name that you are stating that additional information is the “Sheet Name” and not appending the file name from the Output Tool. The Render tool in the Reporting tab on your palette basically tricks Excel into thinking that you are creating a separate report and is able to append the date.
In order to add the date to the file name you will connect these tools to your workflow in the order, you see below.
In the Formula Tool, create a new field that is a String type. Go to the DateTime functions and add the DateTimeToday() expression. No configuration of the expression is necessary.
The Table tool will allow you to Group By this new field.
In the GroupBy Configuration, choose the Date field you created in the Formula.
In the Per Column Configuration, uncheck the new field. This will allow you to group by the new field name in the Render Tool and still remove it from the data so that your new field does not appear in your report.
Use the Render Tool to output your Excel spreadsheet with today’s date in the file name.
Output Mode - Choose a Specific Output File.
Output File - Specify the Excel 2007 Spreadsheet (xlsx) and point to where you would like to save the documents. The file name you specify will be replaced with the date in step 5 below.
You will then check the box that says Group Data into Separate Reports.
Field to Group on - You will choose your new field that you created.
Modify Filename By – Replacing Filename With Group.
Report Data – You will choose Table and can leave the rest as defaults.