Hi all! I'm working on our monthly use tax accrual file and I had a question on automating the process.
The first screenshot shows a tab of data for a vendor called "Barcoding Inc". This vendor (amongst others) is populated with a Y/N in Column AO for Self-Assessment for tax purposes. The self assessment Y/N pulls from a separate "vendor tab" where we input the the vendor and supplier number, and then whether it should be "continue accruing" or cease accruing", and it also has a Y/N tab (see second screenshot).
The problem is sometimes new states appear for these vendors and these will come up as #NA's in our self-assessment, so I have to manually add a new row of the same vendor, with that new state to the vendor lookup tab, so that the formula populates the self-assessment as "yes or no" in the first tab mentioned.
An example; the vendor, "Barcoding Inc", has a purchase in Minnesota, and Minnesota is not added to the vendor list, so I have to add a new line of data for Barcoding Inc with that state and then mark it as yes/no, so that the self-assessment pulls in the other tab, rather than keeping it as "N/A".
How can I have Alteryx automatically populate the Minnesota line of data as yes/no, while SIMULTANEOUSLY adding a new line of data of "Barcoding Inc and MN as the state" in the vendor lookup tab, so that I do not have to do this manually? We have hundreds of vendors so I constantly have to add already known vendors to the vendor lookup tab with new states for each, so that the other tab gets rid of the #N/A.
Sorry for the wordiness on this. Thank you in advance!
