Hi
Historically we have created reports using Excel with data pulled in from our client database using sql query. Of course now we are using Alteryx to do much more sophisticated data prep and workflows but there is still the need to share some results in Excel with other staff to allow them to do their own exploration of certain results.
What is the best method to produce data sets for Excel to link to, my current expectations is as follows but I wanted to double check before committing time and effort to this approach.
Is this the best approach for this or are there any suggestions to improve this process, make things easier or more reliable.
Thanks.
Kevin
Solved! Go to Solution.
Kevin,
That seems like a perfectly reasonable approach to me.
Depending on the output data size,you may also want to consider using a different database output for your excel template to connect to. e.g. Microsoft Access, MySQL etc.
Iain
Thanks for the reply and suggestion Iain.