How to not lose a new value when joining two spreadsheets

Yp23

Hi,

I have a very basic question, I have a list of data each month and I want to look at the permanent file to see if each vendor should be audited or not. I also want the final output to flag if a vendor is new and not in the permanent file. I know how to join the data but lose the Simba line when joining the data (and not sure how to flag it is new).

I've attached the excel workbook for reference.

The new data each month

Perm File

Final output

DummyData.xlsx

DataNath

Hey @Yp23, what you need to do here is recreate a left or right join, depending on which Join input you're plugging each file into. By default, Alteryx will conduct an inner join and we therefore need to use the Union tool to recreate this functionality. This will pull through your [To Audit] field as null for the missing 'Simba' record, so we just add a Formula tool expression that will label this as 'New Customer' instead:

Prevent loss of records upon join.yxmd