Hello everyone,
I'm uncertain about the feasibility of implementing this in Alteryx. Here's what I plan to automate, and I'm sincerely hoping someone can assist me as it seems quite challenging.
I have three Excel files: "Test 1," "Test 2," and "Template."
Both "Test 1" and "Test 2" consist of three worksheets with identical names (FIN, HR, Sales). My plan is to create a workflow where I import these two Excel files, and it will subsequently export and save the data according to each worksheet.
Additionally, I'll import the "Template" file into each Excel, saving it according to the respective worksheets. The end result should resemble the "Nominate" file.
I intend to have the Head of Department nominate individuals in the "Nominees" worksheet. Ideally, the HOD should only be able to fill in the ID numbers that appear in the "List of Yr3," restricting the selection to those individuals listed in the "List of Yr3."
If anyone has experience or insights into working with Alteryx or a similar tool and could provide guidance, I would greatly appreciate your assistance. Your expertise can make a significant difference in streamlining this process. Thank you in advance for considering helping me with this endeavor!
