hi ,
I have this requirement of allocation of invoices to the team members . There 4 team members and invoices need to be allocated.
Let me say they are A,B,C,D and if the number of invoices equally divided among 4 then no problem .But if it is not the invoice remaining invoices must be allocated beginnning from A as show below :
How this can be done in alteryx.
Scenario 1 | Scenario 2 | |||
# of invoices | 100 | # of invoices | 102 | |
A | 25 | A | 26 | |
B | 25 | B | 26 | |
C | 25 | C | 25 | |
D | 25 | D | 25 |
Solved! Go to Solution.
Hey @praneshsapmm, how does this look? Let me know if you run into any issues when applying this - just need to bring your # of invoices alongside the records:
Uneven split:
Even split:
Hi @DataNath ,
That worked perfectly . Thanks .
Also i have another extension to below requirement . once the allocation is done based on the number of invoice allocation to user , name has to be populated against invoice line items . For ex : A is 26 invoice below , based on this info how can stamp A against each invoice line item 26 times.
Scenario 1 | Scenario 2 | |||
# of invoices | 100 | # of invoices | 102 | |
A | 25 | A | 26 | |
B | 25 | B | 26 | |
C | 25 | C | 25 | |
D | 25 | D | 25 | |
Invoice1 | A | |||
Invoice2 | A | |||
Invoice3 | A | |||
Invoice4 | A | |||
Invoice5 | A | |||
Invoice6 | A | |||
Invoice7 | A | |||
Invoice8 | A |
Hi @DataNath ,
You helped me sometime ago to solve issue with allocation of invoices . Thanks for that . There is small change in the requirement as mentioned . Can you help to refine the macro . Requirement is :
Total number of invoices : 122 | ||
Ccode | A | 30 |
B | 20 | |
C | 40 | |
D | 32 | |
total | 122 | |
Allocation to happen | ||
Coder | Ccode | Invoices |
1 | A | 15 |
2 | B | 15 |
3 | C | 40 |
4 | D | 32 |
Now the allocation need to happen for the combination of coder and Ccode as show above . Any possibility to change the macro.
Many Thanks .
Fantastic Solution