Budget capture

MarisaT

Hi all,

I'm thinking of building a budget capture tool - whereby various individuals can receive a template which they populate and save in a specific location.

I then want to run alteryx to fetch the data and transform it to have a consolidated view.

Before I get started, would love to see how other's approached this - but not finding much on the community, please can you share some thoughts, tips and links?

Especially;

- Would i be able to link up outlook to mass email these templates to the correct budget owner (by providing their e-mail address and linked department-division code?) - would not want to dump it in a single location as people can be quite sensitive around their budgets.

- Am I bound to a table-type format for the budget template?  Or can i design something a bit more fancy?  I was considering using macros to push the captured information into a table which Alteryx can then collect.

The_Rad_Valentina

The way I would most likely approach this is having two workflows. First one will send the template to those individuals using an Email tool, provided you have a list of emails for different individuals and you have created the template that you would like to send. If you need to make any updates to the template, you can use the output tool to update the templates and then attach them to the email. You can configure attachments in the Email tool. I would say make your template the way you like it, but lock the fields so that folks don't move anything around, that way when you collect information, you can process all of the budgets with the same workflow.   As for collecting their budgets, you can either have them email you the filled out template and if you can configure the Outlook tool to grab files, do that. Otherwise you can create something that taps into different locations