9.0 Workshop 1 Introduction

Alteryx Essentials Workshop 1 - File Splitting & Consolidation
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Transcript

In this workshop, we're going to take a HR file of Employee Details, split them into separate files by a delimiter. insert some data into each file, and then join them back together. Without any context, I'm sure you're wondering, Why on earth would this be useful? Well, let me add some context. Let's pretend you're an accountant in an organization working on a profit and loss statement forecast for the next financial year. In other words, revenue minus cost of goods minus expenses.

The profit and loss statement is almost completed, but you're missing an important line item in your expenses, your forecasted wages, salaries slash total employment cost. This is where ultrix comes into the picture. In order to complete this task, hey, HR have provided you with a file that contains the current salary details of each employee. Your job will be to split this data into multiple files by the business Unit column. You could do this manually. But if there are 100 business units, that's 100 files, you have to split manually, you will then have to send the respective files to, let's say, a senior manager in that respective business unit to fill in the forecasted spend.

Once it's filled in and sent back to you, you'll have to consolidate all the files at the end from each business unit back into one file, so you can calculate the total employment cost. So with that in mind, this workshop will be split into two videos. The first is splitting the file and the second is stitching it back together once we've received our forecasts from each business unit. Good luck and let's get started.

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