Replicate Excel Macro button

Question

Hi all,

I'm a "101" Alteryx Designer user, only have a few hours of training but I'm starting with sthg difficult. I'd like to transpose an existing Excel Macro button into an Alteryx job to get rid of this Excel file. Here is what it does in Excel:

- Column A I input non-numeric 5 characters codes (e.g. AAAAA, then second row AAAAB, etc).

- Column B I input dates in the format DD/MM/YYYY.

- I press "Option 1" on the macro button -> it uses columns A & B values to format them with specific headers on another sheet.

- I press "Option 2" on the macro button -> it does the same with other specific headers.

- I press "Option 3" on the macro button -> same as above.

I've started a workflow, but after my default input file I'm already stuck on what I'm going to use next; drop down, list box... I've searched in the Community, found a demo on using a drop down, but I'm still blocked after adding an 'Action' tool behind where I can't figure it out how do I tell the workflow that if I choose option 1, it will trigger the drafting of another sheet (or file) with the relevant headers/formatting. If not, I also thought about copy/pasting contents of the VBA script behind but am even less fluent with VBA language.

Any thoughts please?

Macro Button.PNG

parisetd · Answer

@Trieger - I think i will re-take some baseline courses. I stay stuck on this concept of "if user selects xxx then output as...". I've added these text boxes but i need to read more about container things (an confused between Tool Container and Control Container) and how to add anchors in-between. I'm thinking as well of using "Multi-Field Formula Tool". Will figure it out once i have spare mins in my BAU work.

Start.PNG

OTrieger · Answer

@parisetd 
There are so many good interactive lessons on the Alteryx Academy, not need to wait for 101. All my knowledge I gained from Alteryx Academy.

I would use the following User Interface tools to get it.

Date - so the user can select the data

Text Box or Dropdown based if there is a list of the Funds if not then Text Box where the guys can type it in
and 3 Radio button, each one for the of the different forms.
Then I will connect the guys selection and have 3 different containers each connected to one radio button that will enable or disable it.

So based on the user select it will active one container with that specific headers and then write it out.

parisetd · Answer

Thank you OTrieger. You're right, since am not familiar with User Interface i think i still need to dig a bit on how i can draft sthg more approachable and come back on it later on. I will figure it out in my 102 training sessions in March if this is a user case i can bring as a question.