Creating records from input data

[jeffjose]

I'm trying to use a set of input data to create different combinations of records (rows) in Excel. For example, I have the following input data:

And I'm referencing cells in a different sheet to create a record using the abovementioned inputs:

In this example,  the taxpayer CompanyCode, taxpayer DivisionCode, and taxpayer StartEffDate are all referencing data from the original input sheet i.e. if I change these values in the input sheet, it will also change the record (rows).

I am very new to Alteryx so I'm having a hard time figuring out how to begin to tackle this problem. I have created 2 separate files for the input values, but not sure how to join or combine them since Join seems to require a common link field. Any help will be appreciated, thanks. 

[clmc9601 · Accepted solution]

Hi @jeffjose,

It depends on what you're trying to do. I can interpret this three different ways (please let me know if I misunderstood):

- if you have a dataset (call it XX) and you want to "tack on" values from a single row (Y) to every row in XX, you can use Append Fields for this. It creates all possible combinations of XX with every row in Y. Connect XX to one input anchor and Y to the other. You'll probably want to allow records of more than 16 depending on the size of your data. Be careful if Y has more than a single row--append fields can be very memory heavy at an exponential rate.

- if you have a single row X and want to join it to a single row Y, you can join by record position within the join tool.

- if you have multiple rows XX and want to join them to multiple rows YY by the order the records are listed in, add a record ID tool to both sides and then join on the record ID field. Or you can join by record position (be careful using AMP).

I'm not sure I understood you correctly, so I hope this helps!