So I am very new to Alteryx and have been learning in an attempt to make a workflow to process insurance claim audit results. We complete an excel audit form, place it in a folder, and then this workflow should extract the answers and compile them into a database.
I am using a macro to extract the data from each excel document, and when working in the macro everything processes great - the data is exactly how I want it Output to my workflow. The problem occurs when the macro is run from within the workflow, it gives different results than when I run the Macro by itself. The data isn't changed at all in the workflow prior to the Macro and I have no idea why this is happening.
I've attached the workflow, macro, and a test audit on the template we intend to use. Thank you for any help and I am open to suggestions - I am sure this isn't the best way to do this but it's my first exposure to Alteryx.
Data shown in Macro which is how I want:
Workflow shows different data and the last column appears to have reverted to spacing from the excel form:
Solved! Go to Solution.
Are you trying to input multiple Files into your macro? One at a time? I noticed that the Macro is set as a Batch Macro.
You may need a control parameter tool to update the template file. Try something like this:
Replace Macro Input with Standard Input and add Control Parameter with Action Tool.
In the Interface Designer You'll need the Auto Config By Name as well.
Your Macro will then only have 1 input Anchor instead of 2.
Please let me know if this helps. Very Complicate Macro For Someone New to Alteryx. Great Work!
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Are you trying to input multiple Files into your macro? One at a time?
- Yes, there is only one test file currently but it is being set up so it will read however many files audit files I have saved in the folder. After I get this portion working I will use part of an existing workflow to move the processed audit files to a new folder location.
I have a few things to address today and then I will work on updating this and let you know if this works. Thanks!
Your suggestion worked like a charm, thank you very much. I even tested with multiple documents and it is producing the exact data set I want including all documents.