Union two sheets based on YTD Actuals

Hi All,

I am trying to do a union between two sheets in the excel. One sheet is actuals till date by month. Another sheet is having the forecast by month for full year. I need to join actuals sheet data and the forecast sheet data. Important condition is union should take forecast data from August month since we already have actuals till July in the actuals sheet. Next month it changes again (August actuals + Forecast data from Sep to Dec)

Kindly help with the solution on how to do the union based on the actuals data.

Thanks in advance.

David

Alteryx Input.xlsx

Interface Tools

Accepted answers

binu_acs

@david_shishir Updated the workflow to reflect 8-12 months data

DynamicSelect_0910.yxmd

All comments

FrederikE

Hey @david_shishir,

See the attached solution.

Prob. renaming the forecast before the Join could be a good idea.

P.S. Not sure why you talk about unions here, as this seems to me like a Join-only job?

New Workflow2.yxzp

DataNath

Hey @david_shishir, although you mention a Union in your request, you also mention Joining forecasts. With the nature of your request, I've assumed you need the latter but let me know if this isn't what you're after. The workflow here first of all transposes both inputs so that their months can be easily compared. After that, the formula tells Alteryx to fill in the missing (null) actuals with the values coming from the forecast - if the data isn't missing (i.e. there are actuals), this will be maintained. Once these previously missing values have been populated, the data is then sorted to get the right month order, before being cross-tabbed back into the original format. Please let us know if there's any issues with this or if the request was different!