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How do i equally assigned go work based on the below excel files?

Binu456m
7 - Meteor

Hi

 

I need help in Alteryx. Since i see many Alteryx experts here, i hope soneone can assist me

 

here is the case :

 


We manage two files:

  1. LIST: This is a daily list that I retrieve from a SharePoint site and input into an Alteryx workflow. We focus on items that have no assigned user, meaning they need to be allocated.

  2. Assignee List: This contains a list of 10 individuals.

The process involves checking if an assignee is not on PTO (Paid Time Off). If they are available, we distribute the unassigned items from the LIST equally among the names in the Assignee List.

For example, if the DAILY LIST contains 10 items that need assignment, Alteryx will allocate these items to the individuals in the Assignee List. If someone is on PTO, they are excluded from the assignment.

After the allocation is complete, there should be a button to send the file (via email) to all users with a message: "Please find the attached allocation for today (XX-XX-XXXX)." 

 

 

In essence, this is an allocation process.

here is the data for the files 

TitleDate WorkedEmail AddressStatusAssigned userNotesItem TypePath
Name128-May-25name1@test.com Binu   
Name228-May-25name2@test.com     
Name328-May-25name3@test.com     
Name428-May-25name4@test.com     
Name528-May-25name5@test.com     
Name628-May-25name6@test.com     
Name728-May-25name7@test.com     
Name828-May-25name8@test.com     
Name928-May-25name9@test.com     
Name1028-May-25name10@test.com     
Name1128-May-25name11@test.com     
Name1228-May-25name12@test.com     
Name1328-May-25name13@test.com     
Name1428-May-25name14@test.com     
Name1528-May-25name15@test.com     
Name1628-May-25name16@test.com     

 

 

 

Here is the data for Allocation file which has employee names. if someone is not in PTO, then he or she should get the file

Employee NameEmail29-May-25
Abcbinu456m@gmail.com 
defdef@gmail.com 
ghighi@gmail.com 
jkljkl@gmail.com 
mnomno@gmail.comPTO
pqrpqr@gmail.com 
stustu@gmail.com 
vwxvwx@gmail.com 
So if there are 100 files in the LIST and i have 10 employees, the 100 files should equally assigned between those 10. 

any help would be appreciated
#Datainvestigation # developer #Developertools
1 REPLY 1
Deano478
12 - Quasar

Step one would be to add a filter to your assignee list and filter out people who are on PTO

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