What tool to use after join

Hi Alteryx Team Mates,

Appreciate your help on this.

I am trying to do a vlookup for the 2 files for the account number and TE factor. I used a join tool. and i was able to join the matched items which have same account number and same TE factor.

now my question is where can i see the unmatched items, as the objective of these workflow is to create 2 excel files. one for matched items and another for unmatched items.

the unmatched items should have matched account number and unmatched TE factor. Which tool should i used.

then lastly, is it possible for my output file to be just 1 file with 2 tabs?one for matched and another for unmatched. then can you also help me out to rename my output file with current month and current year

I've attached the files and workflow for your reference

appreciate your help.

Thank you

Testrun.yxmd

CurrentGL_0822 - Copy.xlsx

TE GROSS-UP MEMO 2022 (08-29-2022) - Copy.xlsx

Workflow

Developer

Tips and Tricks

Accepted answers

Hi @jaemilao , Here is my solution to your statement. To get the unmatched records you just have to join the unmatched solutions from the join to another join tool to get matched accounts. Please accept my solution if it helped.

Testrun.yxmd

binu_acs

@jaemilao you need to add a formula tool in your workflow and update the file path like below

Also, you need to change your output tool configuration like below

Testrun (1).yxmd

All comments

binu_acs

@jaemilao One way of doing this

Testrun.yxzp

jaemilao

Hi, i cannot open your package file, can you share as a workflow please? so i can review and check. Thanks

@binu_acs thanks. i got the same result for the matched item.

can you help me out?for the unmatched item, the expected result should be only 4 records. we want the imputfile1(account number)=inputfile2(GLaccount number) but the te factor do not matched the gross factor (jan2022)

binu_acs

@jaemilao Can you provide those unmatched records ?

jaemilao

@binu_acs i've attached the file with the matched and unmatched tab. and the screenshot of expected unmatched items in my unmatched tab

TE Factor Report_.xlsx

expected final unmatched items.JPG

grazitti_sapna

Testrun.yxmd

jaemilao

@grazitti_sapna Thank you for that one. i was able to finish it this morning and we got the same workflow

May i ask for another question, can you help me with the formula of renaming my file with this format : "TE Factor Report_092022" i want the current month and year get affixed on the end of my file name.

at the mean time i will try to research on my own too.

Thanks again

binu_acs

@jaemilao you need to add a formula tool in your workflow and update the file path like below

Also, you need to change your output tool configuration like below

Testrun (1).yxmd

Quick Links

This months top contributors

atcodedog05 19458

Qiu 15866

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703