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Exception Reporting

raychase

Hello,

I have a master data source that contains records from many different companies (~20). I would like to set up some exception reporting on this master file.

For example, if Field 1 or Field 2 or Field 3 is empty, then give me that entire row of data, as it needs to be completed.

Once I have a list of all records with incomplete data, I want to filter it by company name.

Once I have the data separated by company names, I'd like to send an excel output of the incomplete data to the designated data steward for that particular company.

I know I can do this in a very tedious and manual fashion (ie. 20 filter tools, 20 output tools, 20 email tools with the output as attachment).

Is there a better way to do this?

As as aside - what if some companies have sub-companies, and I want to include the sub-companies on separate sheets within the excel output for that particular parent company?

Thanks in advance for any help!

Reporting

Accepted answers

cmcclellan

See attached

Check if any of the 3 fields are null, then create a file for the company, put the subcompany in a different sheet and email to the stewards.

The only thing I haven't really tested is the emailing out, but it should work

Exception Reporting.yxmd

All comments

cmcclellan

You should be able to do this with only a few tools (~5).

Can you supply some sample/dummy data ?

The key thing is that the Company name be included in the data and if the data steward email is in the data as well (or separate data) then it's 1 email tool as well

raychase

I am attaching a very basic example of mock data.

If Field 1 or Field 2 or Field 3 is empty, I would want the entire row of data to be added to the excel output for that company. Multiple sub-companies within the same company should be included in the same excel output, but on a different sheet.

The outputs should be included as attachments (1 per email) to the designated steward for that company, with their email address included in the data.

I should note that some companies have multiple stewards, so multiple email addresses are required. Could this be handled as well? I am including an example in the mock data.

Thanks for your help!

Mock Data.xlsx

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