Hello,
We have two minor items we are trying to resolve, hoping the great folks here can assist.
1) We want a common Customer Name field to blend from 2 data sources from (DB2 and SQL) however, the column names and customer names in both systems are different. If exported into excel from both data sources and merged into one file we simply have a seperate tab that has ALL customer names in all variations in column A and in Column B we have a mapping to merge all variations into one common customer name.
In the original data tab there is a ParentName field and it just VLOOKUPs the "ParentName" field that can merge them from both systems per the below. We're trying to eliminate exporting these files and having alteryx take care of this process but it will need to know what we want the fields to map to, that's where we're having difficulty:
NamesFromBothSystems ParentName
ABC CO ABCCO
ABC CO ABCCO
ABC ABCCO
ABC ABCCO
ABCD ABCCO
2) All fields from date to charges etc. are named differently in both data sources, from what i've seen/read just using the select tool i can rename the fields and I should be ok.
Your help is very much appreciated! Thank you.