Combine rows if two columns contains same data

Question

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 IDEmployee NameClient nameJob codeManagerStart Date1Hans Muster 1Client 11Hans Muster 701.01.20202Hans Muster 2Client 22Hans Muster 701.01.20205Hans Muster 5Client 11Hans Muster 701.01.20207Hans Muster 7Client 11Hans Muster 701.01.20202Hans Muster 2Client 22Hans Muster 702.01.20201Hans Muster 1Client 11Hans Muster 702.01.20203Hans Muster 3Client 22Hans Muster 702.01.2020

Goal Output Data

ManagerStart DateLocal employee IDEmployee NameClient nameJob codeHans Muster 701.01.20201, 5, 7Hans Muster 1, Hans Muster 5, Hans Muster 5, Hans Muster 7Client 11Hans Muster 701.01.20202Hans Muster 2Client 21Hans Muster 702.01.20201Hans Muster 1Client 11Hans Muster 702.01.20202Hans Muster 2, Hans Muster 3Client 21

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.

Altery Summary by Date&Client.xlsx

AngelosPachis · Accepted Answer

Hi @scnoters ,

You can get the desired output by using a summarise tool as shown below

I've used a select tool before to convert the employee ID to a string field type. Hope that answers your question.

atcodedog05 · Accepted Answer

Hi @scnoters

You can attain output with a summarize tool with below config

Output:

Hope this helps 🙂

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