Hello, when i join 2 excels, the data output is missing certain items. i joined with specific fields (company, fund, deal code). Not sure why the inputs are correct but the output is wrong.
@jdkatz1 some of the key fields company, fund, deal code might not be matching with the two files. you may need to verify manually or if you can provide some sample data we can look into this.
Essentially, I use the left and right inputs and the J output for them to be combined. the two files are similar however the newer file has more investments. I am only taking certain info from File 1 for comparison as File 2 is the current year. maybe a union tool would be better as the files won't match up exactly?
i understand joining by those parameters discussed will exclude a lot of info, bc File 2 has more investments than file 1. I am only pulling in certain info from File 1. how can i capture that data from file 1 and combine it with the recent data in file 2?
You can use a union tool after the join to add back the data that fell out following the join. It sounds like you may want to union the J output and whichever output has the file 2 data that wasn't in file 1. This will result in the complete file 2 data with any fields from file 1 added
Okay this enabled me to get all the info. However, i am running into an issue now that the file 2 information that was missing is not aligning correctly with the output excel. See attached. the union of J and R is misaligned do to the fact that file 2 has no "right info" as it is a single file. however i need all the information to be in the "right" columns to due filtering only the new data from file 2.
