I’m new to using Alteryx so hopefully this is an easy one. I’m joining two files where I’d like to use the client number as the unique ID and have it return the Client Manager from the second file. In excel, if I were to be using an index match or vlookup to return the Client Manager, it would only return whatever the first instance is for that client number. I’m not sure if the join tool is the same way in Alteryx, but if it is, how can I manipulate it to skip any blank values and only return a Client Manager with any text in it?
Hi @Kdafner
You could filter the 2nd dataset to remove empty client manager values prior to joining on client number. One other difference from excel is if there are two managers associated with the same client number, the join will show both of those, not just the first like excel.
@Kdafner
I have created a simple flow to show the image.