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
ID | Name | Position |
735564 | John Snow | Manager |
975432 | Snow White | Employee |
927452 | Ellen Degeneres | Assistant |
345273 | Channing Tatum | Manager |
745621 | Cinderella | Manager |
892541 | Kevin Bacon | Employee |
898944 | Michael Jackson | Assistant |
689767 | Dorothy | Assistant |
234576 | Elvis | Manager |
dataset 2:
CustomerID | Name | Salesperson |
8984 | James | John Snow |
2847 | Doug | Cinderella |
2812 | Ashley | Channing Tatum |
9852 | Jonathan | Elvis |
9098 | Rudy | John Snow |
8472 | Carolina | |
8123 | Rodney | Elvis |
9851 | Karen | John Snow |
9384 | Alex |
dataset 3 (this dataset usually has more than 4 columns)
Position | Store | Address | Duties |
Manager | Castle | 123 Main St | manage employees |
Employee | Mansion | 233 Second Dr | tend to customers |
Assistant | House | 333 Wallstreet | assist with duties |
desired output ( i get this result with an INDEX/MATCH formula for store, address and duties)
ID | Name | Position | CustomerID | Name | Store | Address | Duties |
735564 | John Snow | Manager | 8984 | James | Castle | 123 Main St | manage employees |
975432 | Snow White | Employee | #N/A | #N/A | Mansion | 233 Second Dr | tend to customers |
927452 | Ellen Degeneres | Assistant | #N/A | #N/A | House | 333 Wallstreet | assist with duties |
345273 | Channing Tatum | Manager | 2812 | Ashley | Castle | 123 Main St | manage employees |
745621 | Cinderella | Manager | 2847 | Doug | Castle | 123 Main St | manage employees |
892541 | Kevin Bacon | Employee | #N/A | #N/A | Mansion | 233 Second Dr | tend to customers |
898944 | Michael Jackson | Assistant | #N/A | #N/A | House | 333 Wallstreet | 333 Wallstreet |
689767 | Dorothy | Assistant | #N/A | #N/A | House | 333 Wallstreet | assist with duties |
234576 | Elvis | Manager | 9852 | Jonathan | Castle | 123 Main St | manage employees |
735564 | John Snow | Manager | 9098 | Rudy | Castle | 123 Main St | manage employees |
735564 | John Snow | Manager | 9851 | Karen | Castle | 123 Main St | manage employees |
is there a way to write out the index/match formula?
Solved! Go to Solution.
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.