Keyword Search and Classification

jerryjiang0413

Hello, I am still at the early stage of using Alteryx designer, and I'm not if Alteryx can do this - I have a pdf file and I've extracted it to excel. Now I have a key words file, containing all the key words that I would like to use to match against the excel - see below table:

Main Category	Sub Category Areas	Keywords (English)
Data Awareness	Training & Communication	data related training
Data Awareness	Training & Communication	data related communication
Data Awareness	Training & Communication	data related awareness
Data Awareness	Training & Communication	Data awareness
Data Awareness	Training & Communication	Data training & awareness
Data Awareness	Training & Communication	Training and Awareness

So, the idea is whenever the keywords (in the keywords column) appear, then it would automatic show the sub category areas and main category. See the output columns below:

			Output	Output
Description	Results	Conclusion	Main Category	Sub Category  Areas
Perform a walkthrough to understand if management has implemented data related communication to the 3rd party vendors, and data related awareness has been acknowledged by the employees	We performed a walkthrough with management, based on the walkthrough and the supporting provided. We confirmed that management has implemented data related communication to the 3rd party vendors, and data related awareness has been acknowledged by the employees	Satisfactory	Data Awareness	Training & Communication

Alteryx-keywords.xlsx

Alteryx-PDF extract.xlsx

davidskaife

Hi @jerryjiang0413 

The Find Replace tool is your friend here:

You can set it to look in a column (in my example Description), and find the value in Keywords. Upon a successful match you can append the required fields to the workflow.

A few points to note though; The wording will have to be written exactly as it appears on your keywords input, so if someone entered a double space for example it won't pick it up. You can set it to ignore case sensitivity though

Example workflow attached

New Workflow1.yxmd