I have written the case in detail below message
Hi @babuam That was an interesting challenge, I think I've got something close to what you want.
Due to the FIFO nature of the setup, some tasks cannot be assigned as there isn't capacity left at that point (you can see that here:If you want all tasks assigned, then you can change the sort in the outer workflow to only sort descending by Estimated Hours.Delete the sorting by receive dateThis should assign all tasks (if that's possible)
Hope that helps,
Ollie
What have you already tried? Can you post a sample workflow? Or do you not know where to start, from a blank canvas?
Just a wild guess, but I'm thinking may of the experts here may avoid this post, for the following reasons:
there is two tables, table 1 is task details and table 2 is Staff details. we would output result : Task should be assigned to Staff based on availiabity hours and respective priority 1 office and task received date in FIFO method. if there is no task in priority office 1(Singapore) then Japan task should be assigned to Singapore staff. I have attached here raw data workbook has two sheets task, staff and i have tried to create workflow and not able to finish. could you please help me on this. please let me know if you need any additional information.
thanks for your guidance
It looks like you'll need an Iterative macro.
Search for Iterative on
this page Videos - Alteryx Community
and these pages Weekly Challenge Index Page 1 Weekly Challenge Index Page 2
Macros take some time to learn, mainly because the user interface could be better.
These two options are helpful to debug macros:
1) Designer > View > Interface Designer > Test View (the magic wand icon on the left hand side) > input your values > Open Debug.This will create a new standard workflow with the actual values coming from your inputs.A copy of the workflow will open called Debug Workflow# (# being some number)You can use the Debug mode to test what values are passed from the app interface to the workflowhttps://community.alteryx.com/t5/Alteryx-Designer-Discussions/Random-results-while-renaming-fields/td-p/503551
2) Community > Blogs > Engine Works Blog > The X-Ray Browse: Macro Debugging Made EasierDesigned primarily for developing & debugging macros, the X-Ray Browse enables you to pick a location within a macro under development, to view the data passing through said macro at said location. The effect is similar to a Browse tool, but the data is made viewable through the encapsulating "skin" of the macro being developed.https://community.alteryx.com/t5/Engine-Works-Blog/The-X-Ray-Browse-Macro-Debugging-Made-Easier/ba-p/2358Gallery Download link for X-Ray Browse Macro: https://gallery.alteryx.com/#!app/X-Ray-Browse-Macro/546263f9398a7111307b0cdc
Also see:
Debugging Alteryx Analytic Apps
https://www.altertricks.com/how-to/debugging-alteryx-analytic-apps/
Chris
Thanks a lot Ollie. Is the same workflow will give output if there is no task in Japan office it can be assigned Singapore task. Vice- versa
Thanks a lot Ollie. Is the same workflow will give output if there is no task in Japan office it can be assigned Singapore task. Vice- versa??
Hi @OllieClarke @Thanks a lot
@babuam
No worries. If you’re happy with it, would you mind marking my reply as a solution so others who have the same question can more easily find it. thanks
@OllieClarke There is slight changes in the logic.
The work needs to be assigned based on staff availability hours, with tasks for Japan and Singapore being allocated to their respective offices only. Tasks should also be assigned by Skill matrix (added Skill matrix tab in raw data workbook). For example, there are three categories of tasks—A, B, and C—where one staff member can handle only categories A and B, while another staff member can handle categories B and C and work to be assigned in FIFO.
Could you please assist on this
@OllieClarke Any update on the above
Hi @babuam I think we're straying into the territory of me doing your work for you here...In the macro I gave you, container41 is where the assigning of people to tasks is done; so if you want to keep people within their offices and skills matrix, then you should adjust the logic in that container. Depending on what you do to it, the other containers shouldn't need to be changed.
Hopefully the documentation I did in the macro is enough for you to understand what each tool is doing and then make edits. I'd recommend building out the logic on a simple subset of your data which includes the scenarios you could face rather than pushing all the data through during the building stage.
@OllieClarke Thank you so much
@OllieClarke
When I add a logic skill matrix, based on skill and staff availability hours, tasks need to be assigned. For example, Staff 1 has 10 hours of availability and is capable of handling Category A and B tasks. Staff 1 is located in the Singapore office, and there are 5 hours of tasks assigned to them in Singapore. However, there are no tasks remaining in Singapore, but Staff 1 still has 5 hours of availability. There are Category A and B tasks in the Japan office, but the macro does not assign those tasks to Staff 1.”
i add the filter after filter priority 1 office in container 41
if (Category = A AND Category A=“yes”) or ( Category=B AND Category = “yes”) OR ( Category =C AND Category =“yes”) then 1 else 0 endif
Please advice me