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Alteryx Designer Desktop Discussions

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Staff allocation based on specific rating

Aderonke
5 - Atom

Hi All,

 

We are trying to build a workflow that resolves conflicts on resources bookings based on a ranking system. We identified the conflicts from our dataset and applied our ratings and our current output is a table that show the resource name, the week of the booking, the client on which they are allocated, the rating and the hours booked. 

 

Aderonke_0-1617365202184.png

 

Is there a function/formula we can use to pick the allocate the resource to the client with the highest rating or number of hours?

4 REPLIES 4
Qiu
21 - Polaris
21 - Polaris

@Aderonke 
Only picking, then the sorting tool maybe is the one here.

It will helpful you can give the sample output.

Aderonke
5 - Atom

The expected output is to have one resource per job per week. We want the output to select only the below:

 

Aderonke_0-1617367786581.png

 

apathetichell
20 - Arcturus

 

summarize tool,

group by name 

max final rating 

rejoin with the original data source to get the additional column info should give you the output you want, but I can't speak to if that will work in all your cases.

 

Is there a more complex allocation methodology than highest "final rating" for each "name"?

Luke_C
17 - Castor
17 - Castor

Hi @Aderonke 

 

I would sort the data by rating/hours, then sample the first record for each name/week combo. This looks to be matching your expected output. 

 

Luke_C_0-1617370396819.png

 

 

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