Copy data from previous month File

[amitsingh88]

Hello, I've two sheets, one for the present month and the other from the last month. I need to create columns C to G from the last month. PBS is the last month's sheet. PBS1 is the current month sheet. PBS2 is the sheet we need to generate. 

[kelsey_kincaid]

Hi @amitsingh88 ,

A Join tool should get you what you need. You'll want to join on 'Acct'. Let me know if you have any more questions!

[amitsingh88]

But how I can do Left and Right join as we can see there is no column for NA in Right file. I have to insert five columns after AU column in the right. And in those columns, I've to apply Vlookup like =VLOOKUP(C2,[PBS.xlsx]Query!$C$2:$P$8,2,0) to populate date from Left(PBS). I hope you understand.😊

[apathetichell]

You can join on AU - no? I don't see how it's different than NA in your datasource and it occurs in both sets.

you'll want to clean up your join since you don't need all the static columns duplicated - just the new data added.

[amitsingh88]

Hi,

yes NA and AU are the same. If I'm doing an inner join on NA and AU, I'm getting duplicate results as I've encircled in the snapshot below. I'll need only 8 rows as shown in Excel(PBS2). I'm also attaching the workflow.

Thanks,

Amit Kumar

[apathetichell]

I'm not 100% sure what the unique identifiers are in your data sources.

Here's your issue with the previous join:

You have multiple non-unique AU codes in a single datasource. Alteryx doesn't know which one to join with which one. It therefore joins each code with each matching code - even when their are duplicates.

let's say you join on both NA and CO.  - If you do that you have 6 records.

There are 2 unjoined right records and 1 unjoined left record - that's information you don't have a full set of matching data on in both sources.  you can union in the others for blank data.

Join isn't 100% the same as vlookup and the strategies can be very different.