Quantity Input from separate sheet

Question

I am currently attempting to automate a task for myself by Typing in the quantities for a specific product into a small easily navigated sheet, and have the correct quantities be uploaded into the correct column within the master file.

For Example:

I Would like to take all of the quantities with the "Reg" Rep_Type as well as the "City" Rep_Type and input them into the master file so it matches by the identifier of "Rep_Type". Within the Master File the only thing that needs to be adjusted is the Quantity.

INPUT TABLE

DESIRED OUTPUT TABLE

I am doing this to avoid the tedious input of the various quantities. I currently have a formula that works, however it looks messy and I would like to input into the "input table" above, rather than edit the code the make any changes to the quantities every time. Thanks for the help! I am still new to alteryx so this information is a major help for me

RolandSchubert · Answer

Hi @pbresney ,

if I got you right, you want to update column "Quantity" depending on product and rep_type. My approach would be to read both tables (master file and input table) using Input Data tools, remove duplicates from input (may be not necessary,  but just in case), join both tables based on the common fields (product and rep_type), update the quantity column with your input and write back to the master file.

What do you think? Let me know if it work for you.

Best,

Roland

Master File.xlsx

UpdateColumn.yxmd

Qiu · Answer

@pbresney

Where the name column comes from? 🙄

gabrielvilella · Answer

I don't understand why you need to adjust the quantity if the numbers are matching on both tables for each combination of product name and rep type.