I am trying to open a specific excel file in a folder (as you can see in my screenshot) where end of the file name will change and then once it opens it up I want to create a pivot table.
File Name: CUSTOM_RWJBH_PB_ProviderGroup_Level_Credentialing_Hold_Report__All_Claims_05282025_04027 - This is the file name but tomorrow the date will be different and so does the time it generates so i just want to do it based on starting of file name.
Also, say once it does find the file, how can I Use it with the “Use Excel File” activity? What would I enter under “Excdel File” as it is asking for specific file
I have another question, when it creates a summary, it creates like below. Essentially all this number is a sum of “Total $ Due” column. Is there anyway to fix the formatting for this AND also is there anyway to make this as currency instead of just spitting the number as it is really currency?
Even in filter you can use filename..if you remove .xlsx after * then it would filter
Coming to formatting..not sure how are you using it..instead of using full table while creating mail use only the balue you need and you can just add the value with a prebuilt format in mail..create html content can be used for formatting
One other question, how can I archive the excel file that I created summary on/found in the folder? Would I use assign activity? I tried that but it looks like I am running into error with BC30512 boolen to string.
The filtering part wasn’t working because the beginning part of the file will be same but the ending part will change every week. Is there an opportunity to still use the Filter By as that would be better if so can you share how you would do that?
CUSTOM_RWJBH_PB_ProviderGroup_Level_Credentialing_Hold_Report__All_Claims - This part would stay the same but at end of this it will change each week to something like this:
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