Hi
Historically we have created reports using Excel with data pulled in from our client database using sql query. Of course now we are using Alteryx to do much more sophisticated data prep and workflows but there is still the need to share some results in Excel with other staff to allow them to do their own exploration of certain results.
What is the best method to produce data sets for Excel to link to, my current expectations is as follows but I wanted to double check before committing time and effort to this approach.
- Output data from Alteryx in an Excel spreadsheet to a structured folder area.
- Setup another Excel spreadsheet as the report template (formatting to house style) in our reports directory, to be opened only as read only.
- Connect the Excel report to the Alteryx export and set to refresh the connection when opened.
- Then schedule the Alteryx workflow to run and deliver fresh data periodically.
Is this the best approach for this or are there any suggestions to improve this process, make things easier or more reliable.
Thanks.
Kevin
