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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Work allocation

Ramyasri_1997
7 - Meteor
‎06-21-2022 05:04 AM

Hi, iam new to alteryx. I am trying to speed up the excel work. The case is i have to allocate work manually to 110 people everyday which involves multiple excel sheets with multiple portfolios to be worked on. Can some one please assist 

thanks you

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christine_assaad
Alteryx
Alteryx
‎06-21-2022 09:10 AM

Hi @Ramyasri_1997 ,

 

It will help the Community if you can share some data samples as well as the steps that you'd like to automate. Cheers!

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Ramyasri_1997
7 - Meteor
‎06-23-2022 12:44 AM

Hi

Sure, Thanks for the help iam uploading the sample data  file where the the sheet 2 contains the employee names sheet 1 info has to allocate to the agents. its just an sample the file consists of 500 records atleast.

thanks 

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Ramyasri_1997
7 - Meteor
‎06-23-2022 12:48 AM

PFB

Preview file
9 KB
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ArtApa
Alteryx
Alteryx
‎06-23-2022 10:32 PM

Hi @Ramyasri_1997 - What are the rules of allocation? If it's just an equal number of Cases then the workflow is pretty simple:

ArtApa_0-1656048713509.png

 

WorkAllocationAA.yxzp
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