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Join multiple tables but only adding dates when necessary

bcirka
6 - Meteoroid

Looking to join two sets of financial data to one set of project header data.

 

Ex.

Table 1:  Project Header Data

Project NameProj Attribute 1Project ID
AD1
BE2
CF3

 

Table 2:  Financial Data A

Project IDProject Actual SpendActual Spend Date
15001/01/2020
210005/01/2021
320005/01/2020

 

Table 3:  Financial Data B

Project IDProject Forecast SpendForecast Spend Date
120001/01/2020
240010/01/2021
380008/01/2020

 

I'm good joining tables 1 and 2.  The join brings the dates associated with Table 2 into the project header table.

 

Where I get stuck is trying to join Table 3.  Where dates already exist (having been joined between table 1 and 2), I'd like it to put the Table 3 data in the same row, but in a different column.  Where Table 3 has a new date, I'd like it to create a new row and add it.

 

Feel like that's a bit confusing...if clarification is needed, let me know.

2 REPLIES 2
MarqueeCrew
20 - Arcturus
20 - Arcturus

@bcirka ,

 

I think that you're looking to create a 2nd JOIN using PROJECT NAME and DATE.  When the JOIN doesn't happen, you can follow the JOIN with a UNION tool.  The UNION allows you to use the J output anchor and the R output anchor as inputs.  This will create another row.  There are one-tool examples about UNION.

 

Cheers,

 

Mark

Alteryx ACE & Top Community Contributor

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bcirka
6 - Meteoroid

That worked perfect.  Thanks for the guidance--really appreciate it.

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