Assign correct category/tag based on data entries

[kzivanov]

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!

[mceleavey]

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.

[kzivanov]

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