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Turning off in Alteryx for running certain customer

SH_94
11 - Bolide

Hi Community,

 

I would like to ask about if there is anyway that we build the workflow so that Alteryx will not read that particular customer information before generating the output in the excel format. Below is my samples result after running the workflow. As i want to generate the output and share with different people, i want to exclude certain customer information to be read and rendered out in the excel.

 

For instance, below is my overall result that generated in the excel file. When come to next time, i want to exclude the customer A from this report before sharing it with my first friend. Is there anyway that we build this in the Alteryx. Understand that we can do it in the excel, but i plan to do it in the Alteryx which is more convenient for me.  And following on this, i want to exclude Customer A and C from this report before sharing it with my second friend.

 

Jacob_66_1-1616307552212.png

Jacob_66_2-1616307758621.pngJacob_66_3-1616307791699.png

 

May i know if there is any tools apart from filtering tools that is suitable to be use in this case?

The first reason i doing this is i use the batch macro to run for all the files and sometimes i does not want the report generating for certain customer.

 

The second reason is i want to do the tracking for myself for which customer i had excluded previously. Because if i do it in the excel file, i need to filter it again and again before sharing it to my friend. And it will be very hard for me to track in the excel. I plan to do it in the Alteryx so that i can directly see the result from Alteryx.

 

Many thanks in advance and happy weekend

 

3 REPLIES 3
Qiu
21 - Polaris
21 - Polaris

@SH_94 

I think we need a counter saved to keep counting the how many times of run.
then a preset order of Customer to be filtered out.

0321-Jacob_66.PNG

SH_94
11 - Bolide

Hi @Qiu ,

 

May i know how can i open the yxdb file with older version of Alteryx Designer?

 

I'm trying to digest the workflow and it seems to be interesting workflow but i not sure what is the concept of using those run count tool. Could you briefly explain what is the concept for this workflow?

 

Thank you for your time in replying the post especially during the weekend.

Qiu
21 - Polaris
21 - Polaris

@SH_94 
This is a post on how to downgrade the workflow.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/How-to-downgrade-packaged-workflow-Fil...

And I made simple illustration and hope can help.

Capture1A.PNG

 

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