by jking Thu Oct 18, 2018 8:15 pm
Do you need to change the Sheet Name or the File Name? In either case you can do this in one-step or in a series of steps:
Series of Steps:
Sheet Name
Create a Variable SheetName Type:Short Text (simple)
Insert an Assign Variable Step
Variable : SheetName
For Value, use an Expression or a Converter. For example, an expression could be
Expression: date() Output: 2018-10-18
Expression: date()+" Statement" 2018-10-18 Statement
Right-Click on SheetName → Set Sheet Name
Click on the Drop-Down box, Select Variable and choose your Variable (SheetName).
Click OK
On-Step:
Right-Click on SheetName → Set Sheet Name
For Value, use an Expression or a Converter. For example, an expression could be
Expression: date() Output: 2018-10-18
Expression: date()+" Statement" 2018-10-18 Statement
To rename the Filename, the process would be similar.
You did not indicate if you are writing out the file or if you are using a Send Email step to distribute the report.
In either case, the process to rename the file is similar to renaming the SheetName.
You can create a Variable to Hold the FileName and use an Assign Variable with an Expression or you can Assign it in the process:
Write File:
for File Name, you can select a variable that you assign prior to the Write File Step, or you can use an Expression to Assign the File Name:
Expression: year(date())+"."+month(date())+" Financial Statement.xls" Output: 2018.10 Financial Statement.xls
Send Email Attachment Filename
for File Name, you can select a variable that you assign prior to the Send Email Step, or you can use an Expression to Assign the File Name:
Expression: year(date())+"."+month(date())+" Financial Statement.xls" Output: 2018.10 Financial Statement.xls
Regardless if you use an Assign Variable or use an Expression to change the Sheet Name or the File Name, using the Functions in Kapow will allow you to change the Name of the Report to include a date.
hth