Matching records from different excel and combining records based on a column criteria

Question

Hello everyone,

I am new to Alteryx and using it to automate a routine task. Here is my question:

1. I need to combine data from file A with data of file B using a common column "Product Name". The issue is "Product Name" column in file A is not an exact match to "Product Name" in file B. Also, i only want data for those "Product Name" which are in File A.

2. In file A, Column A represents "Product Name" and column B is for "Owner". For each product we have different owners, and i want this data to be represented as one row for each product i.e. concatenate the owner name.

Please see below the sample files attached for reference.

Thanks

Arun

Output.xlsx

Input File B.xlsx

Input File A.xlsx

seinchyiwoo · Accepted Answer

Hi,

Find and Replace tool can help you in mapping both columns of Product Name that might not be an exact match.

Also, you have the option of concatenating a column using the Summarize tool.

I have attached the workflow for your reference.

Cheers,

Seinchyi