Hi,
I am very new to Alteryx and I got below requirement. Can someone help me to understand is there a way to update multiple column value in different sheets at the same time based on ID field.
I have 3 worksheets i.e., Sample1, Sample2, Sample3.
Sample1 has the following columns - POLICYNUMBER, POLICY_ID, CUSTOMER_NAME
Sample2 has the following columns - POLICY_ID, JOB_ID, POLICYPERIOD_ID, CUSTOMER_NAME
Sample3 has the following columns - JOB_ID, JOB_NAME, POLICYPERIOD_ID, CUSTOMER_NAME
Suppose I am changing values for CUSTOMER_NAME in Sample1, I want to update the corresponding values of CUSTOMER_NAME in Sample2, Sample3 as well.
This can be done by considering POLICY_ID as the Primary Key for Sample1 and as Foreign Key for Sample2, POLICYPERIOD_ID as the Primary Key for Sample2 and as Foreign Key for Sample3.
I am looking for a way in which I can join/connect same columns in different sheets/files and want to develop a process which automatically updates column values in all tables by updating it in a single table. If in Sample1 I change CUSTOMER_NAME from A to A1 for the POLICY_ID XY1,
I want Sample2, Sample3 to get updated automatically to change CUSTOMER_NAME from A to A1 for POLICY_ID "XY1" and POLICYPERIOD_ID "P1","P2".
Similarly, I want to develop an alteryx workflow in which I connect the same columns in different files based on some primary key and want
the files to get updated automatically when we update the file at one place. Basically, I am looking to maintain data integrity with minimal effort, rather than updating all the files again and again I want to develop a workflow which takes care of this.
Please find the sample workbook attached.
Thanks in Advance!
