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Hi, I'm new to Alteryx so my question is probably a basic one. I'm trying to join a list of clients to a list of agreements. However I only want to join the highest ranking agreement for an account and leave out all of the other lower ranking agreements. How can I do this?
Use a Sort, then a Unique. Unique outputs unique records (logical, right?), taking the first record found from top to bottom --- hence it's important to sort the data first. Sort by the ranking field(s) so you end up with the agreements you want on top, then take a Unique on Account so it only returns the first agreement it finds for each account. Note that if you need to use lower ranking agreements elsewhere in your workflow, you've got the duplicates stream also coming out of the tool.