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- Inside the Alteryx workflow designer, go to the left-side panel and find 'Union'. Drag this tool onto the canvas for further configuration.
- After that, go to the first Input Data tool that contains one of the Excel files and then drag its Output Anchor to the Input Anchor of the Union tool.
- Repeat the same step for the second Input Data tool.
- Once done, click the 'Union' tool.
- Head over to the right-hand panel afterwards, then configure the settings based on your preference. Simply specify how you wish to stack columns vertically, what you want to do when the columns differ, and select your preferred output options.
- Finally, the Excel files from the selected Input Data tools in your Alteryx workflow will be combined accordingly.
How to Combine Excel Files in Alteryx
Try this guided demo to learn how to combine excel files in Alteryx.
📌 Why this matters
Combining Excel files saves you from manually copying and pasting data between spreadsheets, which becomes impractical with large datasets or multiple sources. Beyond the time savings, this technique transforms how you handle recurring data workflows. When you automate the combination process, you create a repeatable solution that adapts to new files with the same structure. This means monthly reports, quarterly data updates, or daily imports can run without manual intervention, freeing you to focus on analysis rather than data preparation tasks.
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