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I have some trouble figuring out a way to balance workload of associates in Alteryx.
For example, here's the current workload of everyone:
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!
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.
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:
You can also share your data and how you have approached this problem with Designer