Match logic

Hi Everyone. I am new to Alteryx, so I need help in finishing a task. I have two columns one has Agents and the other has their corresponding Parents. For a few Agents in the Agent column, the Parent is null. So I need to identify the same and similar agents for those agents whose parents are null from the agents whose parents are not null and map the corresponding Agent's Parent. Please help me in doing this. I am sending the sample data

SAMPLE.xlsx

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ChrisTX

Your primary task would be to update values like this to be the same:

CT CORPORATION SYSTEM
C T CORPORATION SYSTEM

CORPORATION SERVICE COMPANY
CO ORPORATION SERVICE COMPANY

COGENCY GLOBAL
COGENCY GLOBAL INC.

REGISTERED AGENT INC
REGISTERED AGENTS INC
REGISTERED AGENT SOLUTIONS, INC.

UNITED CORPORATE SERVICES, INC.
UNITED STATES CORPORATION AGENT INC.

I think you have two options:

1) create and manually maintain a translation table, then use a Find/Replace tool

2) use the Fuzzy Match tool (your results will likely never be "perfect")

Chris

Vighnesh_Ivaturi

Can you please send any sample workflow by doing those two suggestion? Thank you

grazitti_sapna

@Vighnesh_Ivaturi , I can see the agents name are different for example one agent will null is C T CORPORATION SYSTEM and other agents with parent value are CT CORPORATION SYSTEM, no space between C and T. So eventually these are different will your data be like this only?

Vighnesh_Ivaturi

Yes

grazitti_sapna

@Vighnesh_Ivaturi , Here is the sample workflow using fuzzy match. Most of the issues are resolved using this tool.

fuzzy_match.yxmd

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