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  • 1.  Start an Excel Workflow with a Scheduled Query

    Posted 01-20-2021 10:09
    Hello,

    I want to create an Excel-based workflow that is triggered from a nightly query job. Once the data is pulled, it would go to a master data group for review, and they can make changes if necessary using a transaction script. Is this possible?

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    Peter Gonella | Winshuttle Functional Analyst
    Refresco Beverages North America, Inc.
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  • 2.  RE: Start an Excel Workflow with a Scheduled Query

    Posted 03-11-2021 07:26
    Hi Peter,

    Please let me know if you want to run that Transaction Script form the Desktop or through workflow.

    Regards,
    Poulami

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    Poulami Mazumdar | Support Analyst
    Winshuttle North America | 9836068924
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  • 3.  RE: Start an Excel Workflow with a Scheduled Query

    Posted 03-11-2021 11:52
    Poulami, 

    I would like to have the workflow kick off a query.

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    Peter Gonella | Winshuttle Functional Analyst
    Refresco Beverages North America, Inc.
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  • 4.  RE: Start an Excel Workflow with a Scheduled Query

    Posted 03-11-2021 13:27
    Hi Peter,

    Just to understand better, you will be scheduling a query from Studio. Then after it's run, it will go to a set of approvers. If they see that there are some data that needs to be changed then they will run a script from Studio itself to change those data. Please correct me if I am wrong.

    Regards,
    Poulami

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    Poulami Mazumdar | Support Analyst
    Winshuttle North America | 9836068924
    ------------------------------



  • 5.  RE: Start an Excel Workflow with a Scheduled Query

    Posted 03-11-2021 13:31
    Yes, that's correct.

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    Peter Gonella | Winshuttle Functional Analyst
    Refresco Beverages North America, Inc.
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  • 6.  RE: Start an Excel Workflow with a Scheduled Query

    Posted 03-12-2021 08:15
    Thanks, Peter. It is possible theoretically. Let me try this on my end and I will let you know the steps.

    Regards,
    Poulami

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    Poulami Mazumdar | Support Analyst
    Winshuttle North America | 9836068924
    ------------------------------