Assign correct category/tag based on data entries

Question

Hi, I'm very new to Alteryx and could use some help! I'm trying to get Alteryx to assign the correct category and tag using excel files.

Basically, I have two excel sheets: one houses the master list where the correct categories and tags were manually entered, another houses the unresolved/unassigned entries.

What tools do I use or how can I create the flow that'll assign the data to it's correct category and tag? Ideally, I want it to create a new column labeled something like "Determined Category" and "Determined Tag" where I can then QC if the match is correct. I think for now, I'd want these columns added right into the sample unresolved xlsx

I've attached some sample sheets of the data I'm working with.

Thank you!

sample unresolved.xlsx

sample sorted.xlsx

kzivanov · Answer

Fuzzy lookup still has me a bit confused. I'm not sure how I could link certain phrases of the unresolved list to the match resolved one

mceleavey · Answer

Hi @kzivanov ,

This would usually be achieved using the Join tool, but you have no common key between the two inputs. Think of it like a VLOOKUP (but more powerful). You have no common field to look up against.

You can try Fuzzy Matching with the comments fields.

You can find information on Fuzzy Matching here:

https://help.alteryx.com/20213/designer/fuzzy-match-tool

https://community.alteryx.com/t5/Videos/Fuzzy-Matching-for-Beginners/td-p/330575

M.