Excel template for reporting

Hi
I have to use an existing excel template where the data entry starts from 8th row. And each time need to send a new report with new data and save it with given name which has the current date. And I need to use workbook activities as I don’t have excel application installed .

I was planning of saving the original template and each time taking it to a new folder and populating , deleting the previous report.

Pls advice me on this

Thank you

@Raj_esh

Thats the idea to be followed…Have the template saved in the data folder under input and use copy file and create with your required naming and then send and delete it

Cheers

1 Like

Your idea will work, that is how I do reporting aswell.

In my case, I always store the template in the storage bucket, the bot retrieves it from there, writes data and deletes it after emailing the report.

I have seen some of my colleagues, store the report template in the "Data\Output" folder, I always advise against this practice. Storing the template in a storage bucket eliminates dependency, you can update and make changes to the template without having to republish the code.

1 Like

This worked perfectly . Thank you

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