Add data from table A to every data in table B

Hi all,

I'm new to Alteryx, and I am trying to combine the attached Alteryx Input A table with the Alteryx Input B table. I've included a Desired Output Example for reference. Basically, I want to insert the "Capital Account Code" and "Percentage" from Alteryx Input A table to every "ItemCode" and every "Period" in Alteryx Input B table.

Thank you in advance for your help.

Alteryx_Input A_Investor_Capital_Account_Code_ and_%.xlsx

Desired Output Example.xlsx

Alteryx_Input B_Item_List.xlsx

Workflow

Accepted answers

Jonathan-Sherman

Hi @ejin,

I believe this is what you're aiming to achieve:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

20191205 - AddTableAToTableB.yxzp

All comments

bpatel

hi @ejin ,

you can use the append fields tool to get the desired result.

i hope this helps!

add data from table a to table b.yxmd

caschecter

Patel is correct in that the "append fields" tool would solve your issue. However, after looking at your data, it is a bit more complex. For one, there are some "Null" rows in Table B that will affect the number of "junk" rows that will be created. Also, your Table A has rows that are both for fund DK_GROUP and MHDM. A simple solution attached would be to Filter on each one and do them separately.

Most notably, you will want (you don't have to for your small test set) to set the "Warn/Error on Too Many records being Generated" flag on the "Append Fields" tool to Allow all appends, as your Table B may grow to more than 16 records.

Also, make sure to adjust the File location in your input tools.

AddTableA_to_tableB.yxmd

Jonathan-Sherman

Hi @ejin,

I believe this is what you're aiming to achieve:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

20191205 - AddTableAToTableB.yxzp

Jonathan-Sherman

I'm not convinced the append field tool would work @caschecter and @bpatel as there are multiple tabs in @ejin's workbook, therefore you need to use a dynamic input tool to bring in all sheets of input B and join on "fund" field from input B and input A which creates a new row for each record in input A. Finally outputting using "take file / table name from field" as an excel file to output data back into its individual sheets.

Hope that makes sense!

Regards,

Jonathan

ejin

Thank you so much for your help. This is exactly what I need.

ejin

Thanks for the help.

ejin

Thanks for the help!

Quick Links

This months top contributors

atcodedog05 19598

Qiu 15867

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703