Automate Excel Input

Question

Hey guys,

I would like to automate my Excel inputs. These are client inputs which admittedly have the same structure but different content (i.e. headers and sheet structure are the same).

The Alteryx workflow should be the same since the output remains the same except that I have the new client input.

Is there a possibility to automate this Excel input process without alternating and adding formulas.

I cannot send the client data but the attached dummy should give you an idea what my challenge is. I included client ABC and XYZ. Now if I add one more client, say DEF, I do not want to alternate the entire workflow to receive the total score in the end. Hope this explanation works for you.

Thank you in advance 🙂

Cheers

Julian

Automation of Excel Inputs.yxmd

DavidP · Accepted Answer

Hi @julianhoetzel

I think it would be easier to make your workflow more general if the data is converted to 1 line per customer with standard field names.

Here's an example.

Tyro_abc · Accepted Answer

I think, you can use 'Dynamic Input' tool along with Directory tool, you can achieve what you are trying to do. Assuming all file is in the same folder.

Spoiler