Hello everyone
I have done my first steps with Alteryx and also created my first workflows. But currently I fail miserably with my problem and even after intensive search I did not find a solution.
Problem & Goal
In general, I want to combine rows when two specific columns contain the same information.These combined rows should contain the information of the combined rows in the other columns, which are different. But the best way to explain this is to use the actual example.
I have a list of employees who are assigned to customers on different days. My goal now is to have a list of employees per customer per day.
My idea was actually to work with transpose and cross tab. But if I see it correctly, this does not work in this case because then I mix up the respective information which I can no longer separate.
Example Input data
| Local employee ID | Employee Name | Client name | Job code | Manager | Start Date |
| 1 | Hans Muster 1 | Client 1 | 1 | Hans Muster 7 | 01.01.2020 |
| 2 | Hans Muster 2 | Client 2 | 2 | Hans Muster 7 | 01.01.2020 |
| 5 | Hans Muster 5 | Client 1 | 1 | Hans Muster 7 | 01.01.2020 |
| 7 | Hans Muster 7 | Client 1 | 1 | Hans Muster 7 | 01.01.2020 |
| 2 | Hans Muster 2 | Client 2 | 2 | Hans Muster 7 | 02.01.2020 |
| 1 | Hans Muster 1 | Client 1 | 1 | Hans Muster 7 | 02.01.2020 |
| 3 | Hans Muster 3 | Client 2 | 2 | Hans Muster 7 | 02.01.2020 |
Goal Output Data
| Manager | Start Date | Local employee ID | Employee Name | Client name | Job code |
| Hans Muster 7 | 01.01.2020 | 1, 5, 7 | Hans Muster 1, Hans Muster 5, Hans Muster 5, Hans Muster 7 | Client 1 | 1 |
| Hans Muster 7 | 01.01.2020 | 2 | Hans Muster 2 | Client 2 | 1 |
| Hans Muster 7 | 02.01.2020 | 1 | Hans Muster 1 | Client 1 | 1 |
| Hans Muster 7 | 02.01.2020 | 2 | Hans Muster 2, Hans Muster 3 | Client 2 | 1 |
Here is also an excel file with example inputs and my goal output.
Could someone please help me how to solve my problem?
Thank you very much in advance.
