I am a newbie to Alteryx and am trying some use cases from VBA in Alteryx.
We have a process that:
Questions
#1-I am trying to determine from a Designer perspective the best approach ? Note I do not want to have to open the Historical and Daily Transactions workbook 50 times.
#2-Also we have Alteryx Server - is it possible to save/store the Historical workbook on the server as I would like to reduce latency when grabbing and saving the files.
#3-Am I better off to use VBA or will Alteryx handle this well
@johnson1
In order for us to give try. can you
Hi the below would be a match
Historical File
Invoice Due Date - Dec 1 2020 - Vendor ABC - 25,000 - Tran Type - Poultry
Daily File
Invoice Due Date - Dec 1 2020 - Vendor ABC - 25,000 - Tran Type - Poultry
Invoice Due Date - Dec 2 2020 - Vendor ABC - 35,000 - Tran Type - Poultry
Our existing VBA code would flag the 25,000 record as a potential duplicate and place in an exception queue (tab) within the Daily Received Workbook.
The 35,000 transaction is fine and would not be flagged as an exception. It would be placed in a tab called Pending within the Daily Received Workbook. Once processed and approved we would load the 35,000 transaction to the Historical file.