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:
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.
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
Title | Date Worked | Email Address | Status | Assigned user | Notes | Item Type | Path |
Name1 | 28-May-25 | name1@test.com | Binu | ||||
Name2 | 28-May-25 | name2@test.com | |||||
Name3 | 28-May-25 | name3@test.com | |||||
Name4 | 28-May-25 | name4@test.com | |||||
Name5 | 28-May-25 | name5@test.com | |||||
Name6 | 28-May-25 | name6@test.com | |||||
Name7 | 28-May-25 | name7@test.com | |||||
Name8 | 28-May-25 | name8@test.com | |||||
Name9 | 28-May-25 | name9@test.com | |||||
Name10 | 28-May-25 | name10@test.com | |||||
Name11 | 28-May-25 | name11@test.com | |||||
Name12 | 28-May-25 | name12@test.com | |||||
Name13 | 28-May-25 | name13@test.com | |||||
Name14 | 28-May-25 | name14@test.com | |||||
Name15 | 28-May-25 | name15@test.com | |||||
Name16 | 28-May-25 | name16@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 Name | 29-May-25 | |
Abc | binu456m@gmail.com | |
def | def@gmail.com | |
ghi | ghi@gmail.com | |
jkl | jkl@gmail.com | |
mno | mno@gmail.com | PTO |
pqr | pqr@gmail.com | |
stu | stu@gmail.com | |
vwx | vwx@gmail.com |
Step one would be to add a filter to your assignee list and filter out people who are on PTO
User | Count |
---|---|
60 | |
24 | |
24 | |
21 | |
21 |