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Alteryx Designer Desktop Discussions

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Excel to Alteryx documentation template.

Kinetic_analytics
11 - Bolide

I have to automate a current reporting process by using Alteryx. In the current process, multiple excel extracts is used to create a tracker where IF ERROR VLOOKUP is heavily used, in the excel tracker certain contents of columns are fixed. Is there any standard format or template for documentation the process?

 

My thought:

I want to  create flowchart of data inflow and process and output in a VISIO or PPT. That visual will explain the detail process easily and quickly. 

 

Appreciate your thoughts. 

 

Thanks

3 REPLIES 3
TrevorS
Alteryx Alumni (Retired)

Hello @Kinetic_analytics 

I noticed that your post has not had any responses to it.

Are you still facing an error with your documentation process?

If so, please provide a copy of your workflow with some sample data. Let us know where you are having some trouble so that our Community members can help you out!

The more information you can provide, the more likely the community can help. 

Check out this article on Posting for Fastest Possible Solution for more tips!


Thanks,
TrevorS

Community Moderator
Kinetic_analytics
11 - Bolide

Appreciate your support. Thanks

tsumadeep
6 - Meteoroid

Hi, can you please send any sample Alteryx documentation in excel for workflow, 

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