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index match formula

utsarunner981
8 - Asteroid

hello i have used index/match with excel but when i use with alteryx (by joining tables) it drops records that i want to see. is there a way to use index/match in alteryx? 

 

this is an example of something i am working with: 

dataset 1

IDNamePosition
735564John SnowManager 
975432Snow WhiteEmployee
927452Ellen DegeneresAssistant
345273Channing TatumManager 
745621CinderellaManager 
892541Kevin BaconEmployee
898944Michael JacksonAssistant
689767DorothyAssistant
234576ElvisManager 

 

dataset 2:

CustomerIDNameSalesperson
8984JamesJohn Snow
2847DougCinderella
2812AshleyChanning Tatum
9852JonathanElvis
9098RudyJohn Snow
8472Carolina 
8123RodneyElvis
9851KarenJohn Snow
9384Alex 

 

dataset 3 (this dataset usually has more than 4 columns)

PositionStoreAddressDuties
ManagerCastle123 Main Stmanage employees
EmployeeMansion233 Second Drtend to customers
AssistantHouse333 Wallstreetassist with duties

 

desired output ( i get this result with an INDEX/MATCH formula for store, address and duties)

IDNamePositionCustomerIDNameStoreAddressDuties
735564John SnowManager 8984JamesCastle123 Main Stmanage employees
975432Snow WhiteEmployee#N/A#N/AMansion233 Second Drtend to customers
927452Ellen DegeneresAssistant#N/A#N/AHouse333 Wallstreetassist with duties
345273Channing TatumManager 2812AshleyCastle123 Main Stmanage employees
745621CinderellaManager 2847DougCastle123 Main Stmanage employees
892541Kevin BaconEmployee#N/A#N/AMansion233 Second Drtend to customers
898944Michael JacksonAssistant#N/A#N/AHouse333 Wallstreet333 Wallstreet
689767DorothyAssistant#N/A#N/AHouse333 Wallstreetassist with duties
234576ElvisManager 9852JonathanCastle123 Main Stmanage employees
735564John SnowManager 9098RudyCastle123 Main Stmanage employees
735564John SnowManager 9851KarenCastle123 Main Stmanage employees

 

is there a way to write out the index/match formula? 

1 REPLY 1
JosephSerpis
17 - Castor
17 - Castor

Hi @utsarunner981 if you use Join and Union tools you can achieve what you are after I mocked up an approach and came pretty close to your results. I have 1 extra Elvis record however based on the data appears it should join.

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