Automatic add date in filename

[Drexler]

Hi All,

I am new to Alteryx. I was able to save the file as PDF using render tool but no way to add the run date in filename and I added the Formula tool before the render tool but it did not work. No error is showing.

 

[DataNath]

@Drexler the Render tool is a little bit more fiddly to pull information from the data itself. In this example I have a field like you:

Then in my actual reporting element, I need to Group by this (also unticking the field so it doesn't get output):

Now in the Render itself, in order to pull from fields we need to ensure we have Choose a Specific Output File selected. We then just give a dummy FileName (1.pdf in my case). Then, we select to Group Data Into Separate Reports, selecting our Path field and Replacing Filename With Group:

Upon running that the dynamic path/file name that we set up in the Formula tool pulls through:

Example workflow attached for you to look over.

[Drexler]

Thank you for responding to my inquiry. I tried to follow the instructions and I got an error in render: Unable to write output file. The system can't find the path specified.

The path preview is showing correct. Not sure what I missed.

[Drexler]

Please see attach

[DataNath]

@Drexler it looks like you’re constructing the entire path in your Formula, so you may want to try the other drop-down in the Render configuration to replace the entire path instead of just the filename. Failing that, are you perhaps able to show your Formula expression setup or a bit more of the error message? I appreciate you’re blocking it out due to privacy concerns but within that setup is the most likely the root cause here making it hard to diagnose.

[Drexler]

Sure, please see attached formula and error messages. I also changed the render configuration to Replacing Entire Path With Group but it led me to another error and alteryx has stopped working.

[DataNath]

Hey @Drexler, in your expression, try adding the file extension I.e. ‘.pdf’ to the end - after your date. Then try replacing filename with the entire path again.

[Drexler]

Hi again, I was able to pull the excel and pdf successfull, however, the pdf file did not save in the same folder. The excel saved correctly.