Assigning Random Number to a Data Set to Form Pairs with Conditions

Question

Hi all,

I have a list of names and I am trying to match them into pairs.

I have managed to assign each person a Record ID and used the ceil formula so the Record ID goes 1 1 2 2 3 3 etc putting the individuals in pairs like below:

NameTeamRecord IDAmyA1SarahB1JohnC2KateD2JamesE3PaulF3DeanG4GraceA4HarveyB5JasonC5LizD6AbbyE6MattF7JoeG7

Please can someone advise on how I can create another column titled 'Match' where the name of the person with the same Record ID as them shows in the match column?

I will be matching individuals monthly so I would like to add in a condition that two individuals cannot be matched again based on another input of match history.

I would also like to add in a second condition that individuals can't be matched if they are in the same team.

I hope this makes sense, any advice would be greatly appreciated!

dreldrel · Answer

You should be able to use the Join tool either to match your data or to exclude the matched records

lwolfie · Answer

Not sure if you ever received an answer on this.  But I think an arrange tool with an append and filter would work here.

Or a Join and Filter, as I think more about it.

MatchingExample.yxmd

DawnDuong · Answer

hi @AbigailShaw,

Trying to make sure that i get the problem statement right. Is the RecordID something that will need to refresh every month within (i.e. this needs to be dynamically worked out based on a number of criteria) or outside Alteryx (i.e. you manually matched prior loading the data to Alteryx)?

Dawn.