Looping a workflow through multiple files PLUS filtering results based on cell

aehrenwo

I have workflow I have finalized that currently works based on one master template (XLSX file) and a source file with Training information (assignments and completions).

If I wanted to have the workflow run multiple times based on a folder with different versions of the master template file what would be the easiest way to accomplish this? Is there a specific macro or would it be done using Dynamic Input? 

Let's assume for this example that the "training" source file would be the same for every iteration. However, I would also need to filter that data set based on a particular cell value in the template files that are being looped through. 

This is the first time I am trying use this functionality so not entirely sure where to begin.

Regards,

Adam

JordanB

HI @aehrenwo

The macro you would want is a batch macro. 

A batch macro will process one record at a time. In your case this would be your different master template files. 

Luckily if your master template files are exactly the same the dynamic input will work for you. The only prerequisite for XLSX files is as follows:

You can use the directory tool to read in all your master template files from a folder, you will then get a 'FullPath' field. You will need to add the sheet name & Cell range to each of these files using a formula tool so when you read the files using the dynamic input Alteryx will know which sheet to read.

The syntax in the formula tool should look as follows:

[FullPath]+"|`Sheetname$[Cellrange]`" >>>>>> Cell range has to have a syntax of A1:B2

You can configure the dynamic input as follows:

The placeholder file can just be one of the master template files.

This article can provide more details around reading in multiple files with the same (your use case) or different field schema.

Best,

Jordan Barker

Solutions Consultant