inputing data into a workflow row by row of a summarized column once at a time

Have: 2 excel files -

1) peoples names and email id's who are heads of each dept.

2) data arising in the particular month comprises all the dept's.

Need: So, I have created a workflow for a single department where it creates tables and sends them to the people who are present in that department. Now, I want to use the same workflow in one run to send for 7 departments. This can be done by inputting the 7 department names and attaching the workflow next to it. But, the challenge is I have to input only one dept name at once, so it will send emails to people in that dept, next it again reiterates to the next row (next dept) and continues the same process until all departments are flown through the workflow separately.

Need to keep a macro after the summarize tool present after input file Test1

TEST.yxmd

Test1.xlsx

Batch Macro

Accepted answers

mbarone

Several ways to do this, but here is my quick solution:

Take your sheet 2, and copy one record and paste it into a text tool. Remove the filter & summarize and connect the text tool directly to the join.

Use control parameters to update the two fields in your text tool. Save the whole thing as a macro (using the control parameter tools will make it a batch macro).

Open a blank canvas. Drop your original sheet 2 on it, and connect it to the macro you just created. Update the inputs in the macro config, and off you go.

See attached.

YXZP1.yxzp

mbarone

Sure, see below. But, if you can get the YXMD and YXMC out of the YXZP (not sure if you can since you're on a different version), then you can open them in a text editor, and at the very top it will say 2018.4. If you change that to 10.5 (I'm assuming you have at least version 10.5) then it should open on your canvas.

Module with spreadsheet going to macro:

2019-01-29 07_16_20-Alteryx Designer x64 - YXMD1.yxmd.jpg

Macro:
2019-01-29 07_16_27-Alteryx Designer x64 - YXMC1.yxmc.jpg

Action tools (one action tool updates c[1], and the other action tool updates c[2]):

2019-01-29 07_16_57-Alteryx Designer x64 - YXMC1.yxmc.jpg

All comments

mbarone

Several ways to do this, but here is my quick solution:

Take your sheet 2, and copy one record and paste it into a text tool. Remove the filter & summarize and connect the text tool directly to the join.

Use control parameters to update the two fields in your text tool. Save the whole thing as a macro (using the control parameter tools will make it a batch macro).

Open a blank canvas. Drop your original sheet 2 on it, and connect it to the macro you just created. Update the inputs in the macro config, and off you go.