Concept of Union Tools

[SH_94]

Hi Community,

I would like to ask whether understanding on the union tools is correct or not.

I have three sets of data as below :

1.Data A with three column with below 

 - Customer Name  Invoice Number  Invoice Date

2. Data B with five column as shown below :

   - Company Code  Invoice Number. Invoice Amount  Invoice Date Customer Name

3. Data C with two column as shown below:

- Invoice Number Invoice Date 

If I join these three data together using union tools ,can I get the results will be as follow 

- Company Code   Invoice Number  Invoice Amount  Invoice Date  Customer Name

Can Alteryx auto configure by name if I use join tools in this case?

[Qiu]

@SH_94 

The anwer to you question is "Yes".

There 3 options in union tool you can chose,

By Name, By position or by manual.

[SH_94]

Hi @Qiu ,

Thank you so much for the input .

May I know in what situation we will need  to use manual ?Could you briefly explain or give examples? So that I know how to use the manual function next time .

Many thanks for your help.

[Qiu · Accepted solution]

@SH_94 
You can explore the options by switching them around to see how the results are changing.

[afv2688 · Accepted solution]

Hello @SH_94 ,

Alteryx gives you the three options to have the maximum manouver, giving you the chance of total selection. Anyways, I would recommend you only using the manual selection when extremely necessary, for example, names of the columns are not shared and the columns don't have the same position on the different inputs.

By the way, pay attention when joining different tables with same column names but different data types, nothing bad will happen, just to warn you to pay attention.

Regards

[SH_94]

Hi @afv2688 ,

Thanks a lot for the information provided and thank you so much on highlighting those I need to pay attention with.

It really helps a lot when I am designing workflow and input the data.