Comparing data across multiple Excel spreadsheets can be a tedious task. This article outlines how to effectively compare three Excel sheets for differences in values using Alteryx Designer, addressing challenges like varying schemas and the need for batch processing.
Utilizing Alteryx for Efficient Comparison
Alteryx Designer offers a powerful platform for automating data comparison. Leveraging macros and control parameters, you can build a workflow to compare data across multiple sheets and files efficiently.
Standard vs. Batch Macros
A standard macro in Alteryx functions as a single tool encapsulating a specific workflow. It executes once with predefined inputs and outputs. For instance, a standard macro could compare Sheet A from three Excel files and output the differences to a new file. However, this approach limits comparison to a single sheet.
Batch macros provide the flexibility to iterate over multiple inputs. By introducing a control parameter, such as a list of sheet names, the macro can execute for each sheet. This allows for comparing data across all sheets within the three Excel files. The control parameter, through action tools, dynamically modifies the sheet name in the input data tools, triggering separate iterations for each sheet.
Addressing Schema Differences
Comparing sheets with different schemas requires a more nuanced approach. Alteryx’s dynamic input tool relies on a template file with a fixed schema, posing a challenge when schemas vary. To overcome this, consider these strategies:
-
Nested Batch Macros: Implement smaller batch macros within the main batch macro to handle the individual sheet loading for each file, accommodating schema variations. Each nested macro would be responsible for processing a specific file, regardless of its sheet structure.
-
Specialized Macros: Utilize pre-built macros like the “xlsx wildcard” macro from the CreW macro pack, designed for handling files with varying schemas. This macro allows for flexible data input without being constrained by a fixed template.
-
Data Reshaping: Before comparison, use Alteryx tools to reshape the data from each sheet into a consistent format. This involves selecting the necessary columns and ensuring data types align across all inputs. Tools like the “Select” and “Formula” tools are invaluable for this task.
Building Your Comparison Workflow
Developing a robust comparison workflow involves carefully structuring your macros and utilizing appropriate Alteryx tools.
-
Control Parameter: Define a control parameter containing a list of all sheet names to be compared.
-
Input Data Tools: Configure three input data tools, one for each Excel file. Use the control parameter and action tools to dynamically change the sheet name in each input tool for every iteration.
-
Join or Union Tools: Employ join tools (e.g., Join Multiple tool) if comparing data based on specific keys. If simply looking for differences in values regardless of row order, utilize the union tool followed by a summarize tool to identify discrepancies.
-
Output Data Tool: Configure the output data tool to write the comparison results to a file or database. The output filename can be dynamically generated to reflect the compared sheets.
By combining these techniques, you can create an efficient and automated solution for comparing three Excel sheets with varying schemas for differences in values within Alteryx Designer. Remember to thoroughly test your workflow with sample data to ensure accuracy and address any unexpected issues.
