Question 1
Hi,
I’m trying to perform a fuzzy match on two columns containing financial company names. Some investor names, like the examples below, appear to match but aren’t recognized by the fuzzy match tool, likely due to extra spaces.
Examples:
File 1: Australian Super Pty Ltd
File 2: Australiansuper
File 1: BCC Financial Services Banking Investments
File 2: BCC Investments LLC
I've attached an image of my fuzzy match workflow.
Question 2
I also have a set of investor names that should match, for example:
Is there a way to include these names in a separate Excel file and connect it to the workflow so the fuzzy match tool recognizes them as matches? I want the original names (e.g., "BNS," "RBC") to remain unchanged in the final output. I tried using the Find and Replace tool, but it didn’t work.
Could someone help me with these?
hi! try he accepted solution from this old inquiry... it has a WF diagram too....
hope this helps a bit!