Union Tool

[jdkatz1]

Hello, 

I am merging two data sets with the union tool. For some reason, it is putting the data from the 2nd excel at the bottom of the 1st as apposed to just adding the 2 columns of new data i want and matching it to the investment based on the name. Hope this is a quick fix!

[DataNath]

Hey @jdkatz1 if you want to add the 2 other fields to the current row instead of stacking the data on top of each other, you'll need to use the Join tool as opposed to the Union. As you want to match records based on the name, select that under the 'Join by Specific Fields' part of the configuration.

The Join tool also has Select tool functionality built into it, so you can rearrange fields, change their name/data type and also unselect them as well.

[binuacs]

@jdkatz1 you need to select the manually configure field and adjust the fields 

[jdkatz1]

I used the Join by investment name and the output is blank. Both inputs are going in correctly and all the data is there.  

[DataNath]

@jdkatz1 are your names etc the same? Alteryx will only conduct joins on exact matches - as you can see here, 'test' and 'Test' are different due to the capitalisation and so don't match until one of them is changed to suit:

Capitalised to match:

If you're only bothered about joining a single line, or 2 datasets that are in the same order, just containing different sets of information, then you can also just join on record position i.e. Row 1 in Table 1 will join with Row 1 in Table 2 and so on:

[jdkatz1]

I made some updates and it works, however the last issue is a have a formula that calculates the change year over year, and i keep getting this error message. not sure how to get around this as its needed in the output

[DataNath · Accepted solution]

@jdkatz1 interesting - I've not came across this before personally. However, I found this from a quick search and it looks like if there's a formula in the cell you're overwriting, you need to actually overwrite that cell with a formula so would need to recreate it in Alteryx with the Excel syntax:

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Error-quot-Unable-to-overwrite-a-ce...