Hello everyone,
Our client has a specific requirement regarding two SharePoint instances, SharePoint A and SharePoint B.
The task is to filter data from SharePoint B based on criteria specified in flat files from SharePoint A
and then export the filtered data back to the corresponding sub folders in SharePoint A for each deal.
The process involves reading filter criteria, applying them to the main file in SharePoint B, adding a 'Deal_Name' column,
and ensuring each row is labeled with the specific deal name and exported to the deal sub folder.
This procedure needs to be repeated for each deal in SharePoint A by automatically picked the file from the folder.
1. Client SharePoint (A) having flat file (within the deal sub folder) with filtered values (file name Filter Selection) for every deal.
Example:
Filter Criteria| Value
Country| USA
State | California
2. We have a Main file in another SharePoint (B) that needs to be filtered from the Filter Selection file mentioned above.
The output file should then be exported to the client SharePoint (A) sub folder for that particular deal.
Each deal in SharePoint A has its own set of filtered values with one file, but the main file should be picked as latest modified file for all transactions.
The hierarchy will be as follows:
SharePoint A(Main Folder)-> Sub Folder Deal 1-> Filter Selection(Flat File)
-> Sub Folder Deal 2 -> Filter Selection(Flat File)
-> Sub Folder Del 3 -> Filter Selection(Flat File)
SharePoint B(Main Folder) -> Sub Folder -> Main File(Latest File)
Note: Main file is having data around 700,000 rows
Please help with the steps to achieve this scenario and let me know if this is feasible in Alteryx.
Thank You
