Append New Values or Replace Existing Values in Analytic App

Question

Hi Everyone,

I'm new to Alteryx and still trying to find my way around creating an Analytic App. I have an app I'm currently working on, but I'm struggling to put all the pieces together appropriately.

I want users to be able to add new employee data, sales data or both for either a new store or an existing store in the database. If they're adding data for a new store, I want them to be able to add the Store Name via an open text box and then append that data to the selected existing data. All rows for this new data would ideally have a field saying which Store Name the data is for (based on the user's entry from the open text box). If they're adding new data for an existing store in the data, I want them to be able to select a store name from a dropdown and then replace any existing data for that store with the new data.

I attached the start of the application in this post. Does anyone have tips on how best to achieve my needs?

Thanks!

Paul

ApplicationSelection.yxwz

paulwini · Answer

Thanks for your response @T_Willins. I've made some progress in adding new store information to the application, so I've attached the latest version in this post. For the sake of the post I've simplified to only focus on updating Employee information via the application. I manually entered existing store names in the dropdown selection, but this will pull from SQL in the actual application. What I really need help with now is removing all rows for an existing store and replacing it with the latest store data from a user.

Haha love the shirt btw 😂 users will be reading/writing to SQL, but I'm using Excel just for the sake of this post. That is correct in that I want the first question to be whether users will be adding data for a new store or updating data for an existing store.

Attached is store data used in the application, and the EmployeeData_UserUpload is data the user would be uploading to update data for an existing store.

Thanks!

ApplicationSelection.yxwz

ApplicationData.xlsx

EmployeeData_UserUpload .xlsx

T_Willins · Answer

Hi @paulwini,

Yes, this can likely be done with an app or a chained app.  A few questions:

1.  Can you provide a sample of the database that is being searched/updated?  Headers and a couple of sample data rows are sufficient.  It helps to work with the actual names.

2.  Is the user reading and writing to the same database?  And since your workflow refers to an Excel file, I think this is what you are using as a database.  Purely for fun here is an Alteryx T-Shirt about that:

3.  Do you want the user to have a different experience when running the app?  In other words, is the first thing the user is doing selecting if the app is adding new store data vs updating data for an existing store?