n.kehayova
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- Feb 1, 2018
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Hi,
I have a team of 10 people, over which a pipeline of 2000 accounts is distributed.
Each account is loaded with Deadline for Check type A.
After a check Type A is completed on status success, a check type B is scheduled 6 months after Check type A completion.
After a check type B is completed on status success , another check type B is scheduled for the same account, 12 months after the last check type B's completion, and so on. We have unlimited checks type B.
I want to create a model where from a master list of the 2000 accounts, I push with queries to the 10 individual pipelines account info, and schedule them for Check type A.
Is it possible to push a list, then add a few columns to the query table, where the people are supposed to fill status, completion date and other relevant info, then pull it back to the master record, in order to get that generated data and use it for scheduling of next check?
For example:
Master file:
Ann gets in her file for check A:
I subsequently pull that record to an enhanced master file with actual data for Check A, and use it to generate Check Bs, which are pushed to Ann again.
What kind of potential issues do you see with that? I know it's ugly, but the current setup is manual - 10 individual files are set, schedules given by me in the 10 files, and there is one master, which reads and consolidates them with power query. Currenlty once I get to moving accounts across people, including new accounts and removing such, I need to open each individual file and do it manually, and since they are on a shared folder, I need to ask the people to close them off while I work, it's a pain in the ass...
I have a team of 10 people, over which a pipeline of 2000 accounts is distributed.
Each account is loaded with Deadline for Check type A.
After a check Type A is completed on status success, a check type B is scheduled 6 months after Check type A completion.
After a check type B is completed on status success , another check type B is scheduled for the same account, 12 months after the last check type B's completion, and so on. We have unlimited checks type B.
I want to create a model where from a master list of the 2000 accounts, I push with queries to the 10 individual pipelines account info, and schedule them for Check type A.
Is it possible to push a list, then add a few columns to the query table, where the people are supposed to fill status, completion date and other relevant info, then pull it back to the master record, in order to get that generated data and use it for scheduling of next check?
For example:
Master file:
| Name | Account | Deadline |
| Ann | Bla | 1/1/2019 |
| Beth | Blabla | 1/3/2019 |
Ann gets in her file for check A:
| Name | Account | Deadline | Completion Date | Status |
| Ann | Bla | 1/1/2019 | [blank to fill completion date] | [dropdown to fill status] |
I subsequently pull that record to an enhanced master file with actual data for Check A, and use it to generate Check Bs, which are pushed to Ann again.
What kind of potential issues do you see with that? I know it's ugly, but the current setup is manual - 10 individual files are set, schedules given by me in the 10 files, and there is one master, which reads and consolidates them with power query. Currenlty once I get to moving accounts across people, including new accounts and removing such, I need to open each individual file and do it manually, and since they are on a shared folder, I need to ask the people to close them off while I work, it's a pain in the ass...
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