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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

Find and Replace + Union

ksamuel
6 - Meteoroid
‎05-11-2023 06:44 AM

Hi all, I'd really appreciate a hand with this. I'm trying to replace the short name field in Fund 1 and Fund 2 with the legal name, based on the lookup table, and then union the 2 funds together.

New Workflow1.yxmd
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Accepted SolutionSolved! Go to Solution.

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DataNath
17 - Castor
17 - Castor
‎05-11-2023 06:49 AM

How's this @ksamuel? After the Union, you'll need to Summarize to group by the Legal name and get the totals of the measures:

 

DataNath_0-1683812946645.png

FR + Union + Summarize.yxmd
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ksamuel
6 - Meteoroid
‎05-11-2023 12:57 PM

Thanks a ton @DataNath

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