We have a requirement to provide our client updated metrics data on a weekly basis. We wanted to deliver som wow so I built out a prototype in Excel using PowerPivot. All is well and good.
We have a manual process (me) to refresh the data and save with a new name (date appended) to a SP library. I'd like to extract myself from the critical path so I'm working with the PowerPivot Data Refresh. I have a schedule and it appears my data refresh schedule is working.
The remaining challenge I have is how can I achieve the publishing/saving as with a different name? Given a template Excel doc, is there a native SharePoint feature/solution for automatically saving it with a new name?
I am aware of the ability to have SP track revisions to a document but the terms of our contract call out the need to have different files sitting out there.
Worst case scenario, I can whip up an SSIS package or PowerShell script to copy and rename the file but if I can avoid custom work, I'd prefer it.
Apologies in advance if this is elementary stuff, my google-fu was not strong on this.