How to compare two tables, find the new accounts and their associated accounts

[Taxguy03]

Hi All, 

With the help of this great community, we have built the attached workflow where I'm able to find the new accounts added in year 2020. However, now that we accomplished that, I also need to bring in the amounts for those new accounts. 

Sample data and OLD workflow attached. 

I'm very grateful to this community,hope someone can help. 

[grossal · Accepted solution]

Hi @Taxguy03,

what do you mean with "amounts"? Do you mean the ABC, ACC, AGC values? You can bring them back by ticking their boxes in the Select and Join Tool.

The output would than look like this:

Workflow attached. Let me know if you were looking for this!

Best

Alex

[Taxguy03 · Accepted solution]

Hi Alex,

Thank you so much for your quick reply. Yes, the screen shot, and the attached excel Alteryx output what I was looking for. Perfect solution. 

Yes, I wanted the value/amounts to show up and they do now. I see the new custom filter and the boxes are checks for the 3 entities. 

Thanks, again. 

[Taxguy03]

Hi Alex, 

I have a quick follow-up question on the Alteryx excel output file format (result is fine).  The normal excel functionalities (sum, comma separator for thousands, ) don't work as it appears to look like text format instead of number. 

Is there a way to get the excel output file to read like numbers as numbers instead of text (i.e. like a normal excel file)? 

Thanks again. 

[grossal]

Hi @Taxguy03,

Check out the first Select-Tool (visible in my first screenshot) and set your number columns to "double" (floating numbers) or "int32" (whole numbers). This should solve it. 

Best

Alex

[Taxguy03]

Thank you, Alex. In my original data set, I have about 150 fields that needed to be changed to ""double" or "int32" (I will go with double). 

Do I have to change  all 150 fields manually or is there a way to apply the same field type "double" all at once for the 150 I need to change to double ? 

[grossal]

You could use the Multi-Field Formula to do this. Setting should look like this:

Select all columns you want, tick "Change Output Type to" (remove tick from copy Output Fields and Add) and than wrap CurrentField in "ToNumber".

Best

Alex

[Taxguy03]

Thank you, I will give it  try. Thanks for the rescue again.