Returning values that are close

I have a list of accounts that need to be adjusted.

The Account column is the original account, where the New Account column is what the original account needs to be replaced with.

Since these are not numbers, I was struggling with how I could replace the accounts quickly

Transformation

Accepted answers

mceleavey

Hi @tiverson ,

Without knowing what you're trying to do here, I've built an example of each method.

The first, using a simple table join, shows your lookup values and assigns the account number.

The second uses the Find and Replace tool to achieve the same, by finding any part of the lookup value in the New Account field, and returning the Account value. This is similar in this functionality to the VLookup function in Excel, as @AngelosPachis mentioned.

I've attached the workflow, obviously you might want to change the order of things, and what I'm looking up might be the wrong fields, but you can change that.

Hope this helps,

mceleavey_solution.yxmd

All comments

mceleavey

Hi @tiverson ,

without seeing your data it's difficult, but if you have that table, then you can join the data to that table using the original value column, then replace it with the value from the second column, or use the Find and Replace tool.

If you want to post some data/mock data then I can build that for you if you like.

AngelosPachis

Hi @tiverson ,

Since these are not numbers like you said, maybe you can try using a Find & Replace tool? This works similar to a Vlookup in Excel, and you can find out more about how to configure the tool by opening the sample workflow within Alteryx by clicking "Open Example"

This will allow you to replace the old account name with the new one/

Cheers,

Angelos

tiverson

Here is a file with my data.

This is only a small sample of accounts that I will need to find and replace

Book1.xlsx

mceleavey

Hi @tiverson ,

Without knowing what you're trying to do here, I've built an example of each method.

The first, using a simple table join, shows your lookup values and assigns the account number.

I've attached the workflow, obviously you might want to change the order of things, and what I'm looking up might be the wrong fields, but you can change that.

Hope this helps,

mceleavey_solution.yxmd

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