Alteryx Designer Desktop Discussions

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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

 

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