Setting a relationship

traceystone

Hello. Not sure exactly how to accomplish this in Alteryx. I have a set of Financial data which compares Forecast to Actuals. Data is maintained at an account level. Trying to create a significant supplier forecast to compare to actuals. I need to understand how to set up a relationship between Supplier Name/Customer Name and Supplier_Name_forecast columns to pull actuals for that supplier from the financials which are tied to the supplier name/customer name field.. Here is an example of my dataset. Ideas? 

Period Name	Forecast / Actual	HFM Account	Forecast	Total Spend	Supplier Name/Customer Name	Supplier_Name_Forecast
Jan-22	Actual	A660000-Expense		500	Company ABC
Feb-22	Actual	A660000-Expense		500	Company ABC
Mar-22	Actual	A660000-Expense		500	Company ABC
Apr-22	Actual	A660000-Expense		500	Company ABC
May-22	Actual	A660000-Expense		500	Company ABC
Jun-22	Actual	A660000-Expense		500	Company ABC
Jul-22	Actual	A660000-Expense		500	Company ABC
Aug-22	Actual	A660000-Expense		500	Company ABC
Sep-22	Actual	A660000-Expense		500	Company ABC
Oct-22	Actual	A660000-Expense		500	Company ABC
Nov-22	Actual	A660000-Expense		500	Company ABC
Dec-22	Actual	A660000-Expense		500	Company ABC
Jan-22	0+12 Sup	A660000-Expense	200			Company ABC
Feb-22	0+12 Sup	A660000-Expense	200			Company ABC
Mar-22	0+12 Sup	A660000-Expense	200			Company ABC
Apr-22	0+12 Sup	A660000-Expense	200			Company ABC
May-22	0+12 Sup	A660000-Expense	200			Company ABC
Jun-22	0+12 Sup	A660000-Expense	200			Company ABC
Jul-22	0+12 Sup	A660000-Expense	200			Company ABC
Aug-22	0+12 Sup	A660000-Expense	200			Company ABC
Sep-22	0+12 Sup	A660000-Expense	200			Company ABC
Oct-22	0+12 Sup	A660000-Expense	200			Company ABC
Nov-22	0+12 Sup	A660000-Expense	200			Company ABC
Dec-22	0+12 Sup	A660000-Expense	200			Company ABC

DataNath

Hey @traceystone, not sure if I've read into this wrong but do you need them side by side for comparison? If so, I've split the data off into two streams based on actual and 0+12 sup then re-joined them and only kept non-duplicate fields:

Supplier actuals vs forecast.yxmd