combine Data from two sheets

Question

How to combine data from two sheets in one sheet with one unique header, for example the two sheets are showing the employee ID and invoice reference, i need to create one sheet showing the matched data only with one column of employee ID and one column of invoice reference.

binu_acs · Accepted Answer

@Fayzeh have you tried the join tool?

jrlindem · Accepted Answer

Seconding @binu_acs .  It sounds like you need to explore the JOIN tool and establish the relationship across the Employee_ID's.  That tool will result in the LEFT side, RIGHT side, and INNER join.  From there, you can UNION the branches back together if you need to recombine into a single list.

Other useful tools could be:  APPEND or FIND-REPLACE (depending on how your data is structured and what you're trying to accomplish).

If you need more specifics, consider attaching a sample of you two datasets and a workflow proof can be built out and provided back.

Cheers,  -Jay

WirkKarl · Accepted Answer

Hi Fayzeh,

What you’re describing sounds like a classic Join scenario in Alteryx. If both sheets have a common field (Employee ID in your case), you can bring them in with two Input Data tools, then use the Join tool:

* Connect both inputs.

* Join on Employee ID.

* From the output, you’ll get only the matched records (the “J” output).

* Then you can configure the output to keep just one column of Employee ID and one column of Invoice Reference.

If you want to make sure the headers line up cleanly, you might also add a Select tool after the Join to rename fields consistently.

That should give you a single sheet with unique Employee IDs and their matched invoice references. 🙂

Hope that helps — let me know if you get stuck anywhere!

caltang · Accepted Answer

What you described is a classic use case of the Join tool: https://help.alteryx.com/current/en/designer/tools/join/join-tool.html