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Update multiple column value in different sheets at the same time based on ID field

Shreepriya
5 - Atom

Hi,

I am very new to Alteryx and I got below requirement. Can someone help me to understand is there a way to update multiple column value in different sheets at the same time based on ID field.

I have 3 worksheets i.e., Sample1, Sample2, Sample3.
Sample1 has the following columns - POLICYNUMBER, POLICY_ID, CUSTOMER_NAME
Sample2 has the following columns - POLICY_ID, JOB_ID, POLICYPERIOD_ID, CUSTOMER_NAME
Sample3 has the following columns - JOB_ID, JOB_NAME, POLICYPERIOD_ID, CUSTOMER_NAME

Suppose I am changing values for CUSTOMER_NAME in Sample1, I want to update the corresponding values of CUSTOMER_NAME in Sample2, Sample3 as well.
This can be done by considering POLICY_ID as the Primary Key for Sample1 and as Foreign Key for Sample2, POLICYPERIOD_ID as the Primary Key for Sample2 and as Foreign Key for Sample3.
I am looking for a way in which I can join/connect same columns in different sheets/files and want to develop a process which automatically updates column values in all tables by updating it in a single table. If in Sample1 I change CUSTOMER_NAME from A to A1 for the POLICY_ID XY1,
I want Sample2, Sample3 to get updated automatically to change CUSTOMER_NAME from A to A1 for POLICY_ID "XY1" and POLICYPERIOD_ID "P1","P2".

Similarly, I want to develop an alteryx workflow in which I connect the same columns in different files based on some primary key and want
the files to get updated automatically when we update the file at one place. Basically, I am looking to maintain data integrity with minimal effort, rather than updating all the files again and again I want to develop a workflow which takes care of this.

Please find the sample workbook attached.

 

Thanks in Advance!

1 REPLY 1
TrevorS
Alteryx Alumni (Retired)

Hello @Shreepriya 

 

Thank you for your contribution to the Community!

To help make it easier for others to assist, it would be helpful to get some additional information on your process. Can you please provide a copy of your workflow showing what you have attempted so far?

Also, check out some of these resources in the Community to help you get a better understanding of the tools you may need.

Posting for Fastest Possible Solution

Thank you very much!

TrevorS

Community Moderator
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