Community Spring Cleaning week is here! Join your fellow Maveryx in digging through your old posts and marking comments on them as solved. Learn more here!

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Append result to existing excel sheet in Alteryx

anhnguyenngoc2002
7 - Meteor

Hi everyone,

 

I'm starting using Alteryx to do monthly reports. I have a template output below. What I calculate every month is Target and Complete. I want to keep last month's data and update new month result into the next right column. 

 

How can I do this in Alteryx?

Thank you for your help.

5 REPLIES 5
FinnCharlton
13 - Pulsar

Hi @anhnguyenngoc2002 ,

I recommend importing the old table, appending the new data to it, then overwriting the old Excel with the new appended version. Something like this:

FinnCharlton_0-1683879847189.png

Hope this helps!

Yoshiro_Fujimori
15 - Aurora

Hi @anhnguyenngoc2002 ,

 

I would recommend you transpose the table as it is much easier to treat data on Alteryx.

And if you always delete the oldest one month data and add a new one month data, you can do it as below.

 

Workflow

Yoshiro_Fujimori_0-1683884173178.png

Old Data

Yoshiro_Fujimori_1-1683884192781.png

New Data

Yoshiro_Fujimori_2-1683884207652.png

Output

Yoshiro_Fujimori_3-1683884219883.png

I hope this can be of some help.

anhnguyenngoc2002
7 - Meteor

Hi. Although this is not appropriate solution but with your help, I think I have some tools needed to try with my workflow. Thank you so much!

anhnguyenngoc2002
7 - Meteor

thank you so much for your help!

Yoshiro_Fujimori
15 - Aurora

Hi @anhnguyenngoc2002 ,

 

In case you really need to work on columns rather than rows, this might be a solution...

 

Workflow

Yoshiro_Fujimori_0-1683960755527.png

 

When you import / export the data, you need to treat the 1st row as data, not column name, as below;

 

Input Data tool configuration

Yoshiro_Fujimori_1-1683961077311.png

 

Output Data configuration

Yoshiro_Fujimori_2-1683961131714.png

 

Labels