Copy Column from Excel Sheet A to Sheet B

[jeldridge]

Hi, All! I am very new to Alteryx and I am trying to set it up for a monthly report I run.  An example of Sheet A from last month:

Name	Description	Program ID	Program	Date1	Date2	Date3	Local Y/N
ID-100	Product 100	P-1201	A	1/1/2017	1/1/2017	1/1/2017	Y
ID-100	Product 100	P-1201	A	1/2/2017	1/2/2017	1/2/2017	Y
ID-101	Product 101	P-145	B	1/3/2017	1/3/2017	1/3/2017	N
ID-102	Product 102	P-1356	C	1/4/2017	1/4/2017	1/4/2017	UNKNOWN
ID-103	Product 103	P-1707	D	1/5/2017	1/5/2017	1/5/2017	Y
ID-104	Product 104	P-238	E	1/6/2017	1/6/2017	1/6/2017	N
ID-105	Product 105	P-997	F	1/7/2017	1/7/2017	1/7/2017	N
ID-106	Product 106	P-1043	G	1/8/2017	1/8/2017	1/8/2017	Y
ID-107	Product 107	P-556	H	1/9/2017	1/9/2017	1/9/2017	N
ID-107	Product 107	P-556	H	1/10/2017	1/10/2017	1/10/2017	N

Each month I get a new sheet.  Some Products have dropped off, some new products have been added.  Dates may have changed.  The second sheet does not contain the "Local Y/N" column because that was added through a manual lookup of each product to determine if the product is offered in my local region or not.  Sheet B looks like this when I get it:

Name	Description	Program ID	Program	Date1	Date2	Date3
ID-100	Product 100	P-1201	A	1/1/2017	1/1/2017	1/1/2017
ID-100	Product 100	P-1201	A	1/2/2017	1/2/2017	1/2/2017
ID-101	Product 101	P-145	B	1/3/2017	1/3/2017	1/3/2017
ID-102	Product 102	P-1356	C	1/4/2017	1/4/2017	1/4/2017
ID-104	Product 104	P-238	E	1/6/2017	1/6/2017	1/6/2017
ID-105	Product 105	P-997	F	1/7/2017	1/7/2017	1/7/2017
ID-106	Product 106	P-1043	G	1/8/2017	1/8/2017	1/8/2017
ID-107	Product 107	P-556	H	1/9/2017	1/9/2017	1/9/2017
ID-108	Product 108	P-894	I	1/10/2017	1/10/2017	1/10/2017

I am trying to get Alteryx add the Local Y/N column to Sheet B and then copy the values for those items where there is a match in the first 4 columns and mark any that have no match as "UNKNOWN".   When done, Sheet B output would look like this:

Name	Description	Program ID	Program	Date1	Date2	Date3	Local Y/N
ID-100	Product 100	P-1201	A	1/1/2017	1/1/2017	1/1/2017	Y
ID-100	Product 100	P-1201	A	1/2/2017	1/2/2017	1/2/2017	Y
ID-101	Product 101	P-145	B	1/3/2017	1/3/2017	1/3/2017	N
ID-102	Product 102	P-1356	C	1/4/2017	1/4/2017	1/4/2017	UNKNOWN
ID-104	Product 104	P-238	E	1/6/2017	1/6/2017	1/6/2017	N
ID-105	Product 105	P-997	F	1/7/2017	1/7/2017	1/7/2017	N
ID-106	Product 106	P-1043	G	1/8/2017	1/8/2017	1/8/2017	Y
ID-107	Product 107	P-556	H	1/9/2017	1/9/2017	1/9/2017	N
ID-108	Product 108	P-894	I	1/10/2017	1/10/2017	1/10/2017	UNKNOWN

Any help you can give me will be greatly appreciated.

Jennifer Eldridge

[jeldridge]

Note - I am using Version 10.6, if that makes a difference in how to complete this task.

Thanks!

[gc · Accepted solution]

Seems like a join between Sheet A (Left) and Sheet B (Right) is where you start. In the Join output, include all cols from Sheet B + Local Y/N from Sheet A. Then take the Left Output and add a column Local Y/N = "UNKNOWN" using Formula Tool. Union the result. Would that work?

[jeldridge]

Thank you!  I tried Join, I tried Union, but I didn't think to combine them in 2 steps this way.  Now I get my end result in less than 1 second (as opposed to hours for a manual update).

-JE