Updating YTD values based on user input through analytic app

As per the requirement, I need to update the values based on the user input for a particular month. I tried to build the attach workflow, however it is not replacing the values in the output through server based on user input for another month.

Lets say the attached workflow is for March 2020. Now, user selects the year and month (2020 and 06 respectively), and enters the values for all 4 inputs of that month (06). Then the values entered for june should replace the march values in the output sheet downloaded from server.

Kindly help!

Alteryx Sample Workflow_AA.yxwz

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Accepted answers

ImadZidan

Hello @PN2527 ,

I see, so you want to be able to update all fields. In this case your first filter should be replaced by formulas.

Please see attached. Run the workflow and see if this is what you want.

Sample Workflow_v2.yxwz

All comments

ImadZidan

Hello @PN2527 ,

Here is a corrected one.

all was good. couple of things

if you look at the year field , data type is int16 size 2. I changed it to string size 4.

Also added a browse tool to be your output.

Check the output configuration in

View -> Interface Designer -> on Seccess.

Hope you find it helpful.

Alteryx Sample Workflow.yxwz

PN2527

@ImadZidan @echuong1

This doesn't work. Even if I run the workflow without changing the size of the year field then also it runs fine. I think problem is something else.

ImadZidan

Hello @PN2527 ,

Fair enough. Please try the workflow that I attached. I will attach it here too.

You see when I run the workflow for year 2021 and period 03 , nothing comes up. However, when running it for 2020 and period 03, that shows a result. see below screen shots. Please have a look at the workflow and you see the changes that I made.

2021 Result.PNG 2020 Result.PNG

Alteryx Sample Workflow.yxwz

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