Allocating work equally but having the same clients on one team member only

[jvillanueva]

Hello,

I am in need of help to allocate the request numbers equally to the team but I need to have only 1 team member to handle 1 client.

Please see below same files

[alexnajm]

You can use a Record ID after the Team Members data, and a Tile tool after the Client Request data to assign a unique tile per client. Then you can Join the RecordID to the Tile Number!

However, if you don't have enough Team Members, records will drop - you'll have to decide what to do with those

[jvillanueva]

Thank alex I was looking to have it this way as well.

Probably I need to rephrase my query.

I need to have it assigned equally as much as possible. Would that be possible?

I was thinking about macros but I am not that much familiar on building one.

[alexnajm]

You'll have to be more specific - now you are saying each of the 4 team members should get the same amount of requests? Regardless of Client?

[jvillanueva]

I mean basing on clients but lets say for this example since the last requests are all coming from 1 client assign them to one team member. But if the last request are from different clients then assign them as equal as possible to different team members. Sorry if I am getting this request complicated.

[alexnajm]

It is all doable in Alteryx, but I think you need to think through the totality of the logic you want to apply. Do you want this to be done by recency then as you indicated the "last request"? What if there's a closed/open status? Is it assigning a client to a team member or is it by volume of who has requests?

Once you have a better idea of what you need to accomplish, then we can answer your query better!

[jvillanueva]

I would probably include:
* Current volume if there are still open status to members
* Volume of who has request will matter as well
* Recency is not required

[alexnajm · Accepted solution]

Ok based off of this all I can add is the ability for the outstanding requests to be assigned to the person with the least requests. Good luck!

[jvillanueva]

Thank you Alex though it was a pain you still worked on it.

[alexnajm]

Happy to help!