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Alteryx designer Discussions

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

Balance associate workload

Atom

Hi,

 

I have some trouble figuring out a way to balance workload of associates in Alteryx.

For example, here's the current workload of everyone:

 

AssociateNo. of ClientsTotal Workload
john20100
jack35200
jill11150
bill38222
frank42325
adam1977
philip27178

...

...

 

 

ClientWorkload per ClientAssociate Assigned
ABC5john
DEF10john
GHI7jill
JKL2frank
MNO11philip
PQR6adam

...

...

 


How do I create a model to reassign the clients from the heavily worked associates to the lightly worked associates with minimum of reassignments done?

 

Thank you very much!

Community Operations Manager
Community Operations Manager

@LeonLu 

 

Please provide the Community the workflow you have been attempting to use for this so the Community can assess what you have tried thus far.

 

DanM

Alteryx
Alteryx

hi @LeonLu ,

 

I think what you want to do is kind of an optimisation.

 

For that you need to define what are your Thresholds.

For example Min and Max number of hours that an associate should work + max number of customer that an associate is able to work.

 

These variables will help you to build the constrains of your analysis. 

 

Have a look into this tool mastery post: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Optimization/ta-p/3061...

 

And this example:

https://community.alteryx.com/t5/Data-Science-Blog/Introducing-Alteryx-Optimization-Tool-Part-1-Fant...

 

You can also share your data and how you have approached this problem with Designer

 

Best,

Vianney

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