Serious Question. I am pretty new in my company, but I have noticed there is a highly used excel even for big chunks of data. There are also some billing procedures being done with the use of excel. I know excel is a great tool, but it is manual and time-consuming. One of the senior managers (a big boss) expressed to me his interest in finding a better way to do these processes. Is there a way to apply some technology to this kind of problem?

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Alteryx

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Alteryx alteryx alteryx. If they still stuck on excel, UI path or rpa

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Where’s the data stored from the backend? This is a huge data transformation project. This isn’t a single tool solution. You need to have a look at the whole data architecture.

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Thank you very much for the fantastic advice, it is time to do some research and get to work. I don’t have any experience in this, but it will be an excellent opportunity to learn and shine in the company,

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Any type of database will be way more reliable than excel, and will maintain the integrity of your data.

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MySQL or similar SQL database. That’s pretty basic and has been around forever

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What is the source of this data? Oracle? SAP? Salesforce? Those platforms should allow you to tie into their underlying databases. Probably want to make a data mark so you aren’t querying the live copies, but if you just create views off those tables you should be able to connect with Alteryx, Tableau, or any other tool to do the billing procedures

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The source of the Data? That’s one of the problems; each Project Manager storage the information as it comes from the different projects. I was being proactive and proposed to one of the owners a plan for standardization. There are some PMs who create a lot of unnecessary documents. I don’t know if that answers the question.
I appreciate your help and advice

Alteryx to SQL pipeline

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