Column Merge

[KamenRider]

Hi,

Can anyone help how I can merge this to look like this?

 

Hoping for anyone help and assistance.

Thanks,

Kamen

[rzdodson]

@KamenRider I am not sure if you were attempting to attach a second item, but it did not come through. Happy to help out on this one. 

[KamenRider]

Hi @rzdodson ,

Its nice to hear from you again. I have attached the dataset. Hopefully you could help me on this.

Thanks

Kamen

[KamenRider]

HI @rzdodson 

I would like to follow up if you could help me on this.

Thanks and looking forward to hear from you.

Kamen

[rzdodson]

@KamenRider apologies for the late reply to this.

After looking at the data set you attached, I had a question for you. Are you needing the XYZ Company to show up similar to how Ultra Mega is taking up both Columns A and B, or are you needing something different than that?

[KamenRider]

Hi @rzdodson 

Yes, that how it should look like. The XYZ Company should be visible, the same way as the Ultra Mega. The way you see it is as shown. That is something I have to copy coming from the excel file report we manually using.

Please let me know if you still have questions.

Thanks,

Kamen

[ArmedPenguin]

Is the dataset you posted the end result you're wanting, or is that the starting data?

[KamenRider]

Hi @ArmedPenguin @rzdodson 

The attached dataset is the input file but as well as the output/results I need to show in the email.

Please let me know if you have additional questions.

Kamen

[KamenRider]

Hi @rzdodson 

Sorry for this email. Just like to know any updates. Hope you can help me on this.

Thanks,

Kamen

[rzdodson]

Hey, @KamenRider:

Apologies for the delayed response - this one was a doozy. I am not sure if I have a complete solution for you - I am not tracking to Alteryx having an organic capability to merge two columns the way you are needing. However, fret not. I have a workable solution for you that I believe answers the call that will require Alteryx and Excel-based solutions.

First, the workflow:

In the second container (light blue), I did some data cleanup for you. Handled the instance where we had "XYZ" in one row followed by "Company". When transferring the data from Excel to Alteryx, these appeared on two separate rows - we know that this is supposed to be one company name.

After doing some data cleansing work, I did some data blending (purple container) to ultimately get the Company sortation logic (field; Comp Sort) I need to build out the final output so I can stack the companies in the order in which they first appeared in the data set.

Finally, I built out the rendered Excel file to cluster the data at the Company level for you. You'll notice that it does not merge the two columns. That's where the Excel macro picks up.

If you have a macro-enabled file where the data gets dumped into, you can go in to your Excel file's Visual Basic settings and copy/paste in the macro file. It'll do the remaining data cleansing checks to see if there are any instances where we have duplicative table headers and delete those rows out.

Hope this helps! There is quite a bit with this one, so feel free to reach out early and often with any questions you have.

Edit: leaving two notes for this use case

1. Formatting: I would suggest doing all of your final table formatting within Table (34) of the Alteryx workflow. You can perform similar functions within Excel's Visual Basic settings; but, unless you know how to write VBA syntax, I would suggest Alteryx doing these functions as the path of least resistance.
2. Your final product: this can/should be a macro-based file (.xlsm) so you can write in to the template file and then execute the macro.