Excel Template Solution Options

sp210708

I have a use case where currently business is just using a quick excel template to calculate commission.

Input number and voila - it runs the calculation and produces a result.

I know I could solve by putting the calculation tables in alteryx and putting in the formulas to calculate however..

My question is - is there an easier way to do this? Is there a way to bring in the excel document edit the input number and extract while maintaining the formulas?

Experimenting - I realize if I output to xslx I lose my formula logic.

A different strategy I used was to output it just to specific cells in the excel document. This worked if I link it up but breaks excel if you try to override an existing formula.

Is there a way around this perhaps with Blob tools or is there any tricks I am not aware of?

This is more proof of concept than direct issue I'm trying to solve,

Excel attached - the example we would want to change Cell B2 to some other number - say 5000

Thanks,

CommissionExample.xlsx

acarter881

Hello, @sp210708.

I could see that Excel template being turned into an Alteryx Analytic Application, especially if process is, "change Annual Premium -> return Total Commission and Flat Commission %."

However, it's important to answer the question of, "Which application (e.g., Excel or Alteryx) is best suited to my goal?"

Also, if your formulas never change for the calculation of Total Commission and Flat Commission % then it may be best to calculate all possible values, e.g., from 1 to 1,000,000, in increments of 1 and keep that as a lookup table. This could be done in Excel, Alteryx, or Python to name a few.

If you're interested in writing multiple logical things to the same Excel worksheet, then I'd look into the Reporting tool palette, specifically the Layout and Render tools.

I hope this helps.