Join or Find Replace

Depending on our use case, a Find Replace tool can provide the same results as the Join tool, but in a more performant way.

Getting ready

We are going to use some data about a company’s billing, which we need to relate to the customer’s data and the article’s descriptions. You can access this test set here: https://github.com/PacktPublishing/Alteryx-Designer-Cookbook/tree/main/ch7/Recipe1.

The DOCUMENTS.yxdb file contains the data related to the bills, including a CUSTOMER_ID field that can be used to relate this data to the customer’s data within the CUSTOMER.yxdb file.

Figure 7.1: The DOCUMENTS dataset

The CUSTOMERS.yxdb file contains attributes of each customer, identified by the CUSTOMER_ID field.

Figure 7.2: The CUSTOMERS dataset

And the ARTICLES.yxdb file has the DESCRIPTION field for each article identified by a combination of two values: COMPANY_ID and ARTICLE_ID...