Identifying matches based on combination of three columns

[arundaka02]

Hi everyone

I have a data set (A) I need to overlay with another data set (B). Data set A has Case number, theme and issue data. Data set B has this too, but a fourth column which includes a 'fix'.

I need to identify which records in dataset A can have a fix applied to it, based on a match between case numbers, themes and issues. Example below:

Data set A (my data)

Case Ref	Theme	Issue
001	Affordability	Affordability not assessed
001	Complaint	Complaint not identified
002	Fees	Excessive fees
003	Fees	High interest

Data set B (has the fix)

Case Ref	Theme	Issue	Fix
001	Affordability	Affordability not assessed	Fix_001
001	Probing	Insufficient probing	Fix_002
002	Fees	Excessive fees	Fix_003
003	Fees	High interest	Fix_004

How might I identify instances where case ref, theme and issue match, unlocking a fix for data set A?

As you can see, there may be instances where data set B has different themes and issues and combinations, so I will need to identify those too?

Can anyone help?

Thanks!

KA

[rkapoor]

@arundaka02 have a look at how you can use the 'Join' to help you here in Alteryx Designer.

[Emil_Kos]

Hi,

Did you tried join tool?

Output:

If this is something that you wanted achieve?

[arundaka02]

Hey @Emil_Kos 

I've joined the data sets using the reference number which is great. 

However (failed to mention this in my post) but I have c500 records and now need to identify where "theme" and "issue" match and where they don't?

[Emil_Kos]

Hi,

The left anchor and right anchor will show you the positions that don't match. This is the left anchor and showed positions what didn't matched from the first input:

[messi007 · Accepted solution]

@arundaka02,

In case no match between A and B, what you will put in fix column?

Attached the workflow,

Hope that helps,

Regards

[messi007]

@arundaka02,

If the answers solves your issue please mark the answer as correct, it will help others 🙂

Best Regards,