Alteryx Day 14 – Union Tool Explained

Welcome to Day 14 of the 100 Days of Alteryx Learning Series!
Today, we explore the Union Tool, one of the most essential tools for combining datasets vertically.

If you’re working with multiple files, monthly data dumps, or similar tables coming from different sources, the Union tool becomes your best friend.

What You Will Learn Today
🔗 What is the Union Tool?

• Purpose of Union
• How it differs from Join
• When to use Union vs Append vs Join

🧩 Union Methods

• Auto Config by Name
• Auto Config by Position
• Manual Configuration
• Understanding field alignment

📌 Key Concepts

• Handling missing fields
• Reordering columns
• Ensuring consistent schema
• What happens if fields don't match
• Handling extra or fewer fields

🛠 Common Use Cases

• Combining monthly sales files
• Appending customer lists from multiple regions
• Merging output from multiple branches
• Combining logs or transaction files
• Stacking historical data with current data

Best Practices

• Always check field names and data types before union
• Use Select tool to standardize schema
• Use Formula/Data Cleansing to fix inconsistent fields
• Validate final output using the Browse tool

By the End of This Video, You Will Be Able To:

• Combine datasets using the Union tool
• Choose the right configuration for your case
• Avoid schema mismatch issues
• Build reliable and scalable multi-file workflows

Perfect For

Beginners, BI analysts, data engineers, and anyone working with multi-source datasets.

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