Hello everyone, I'm working on a process to update our main hierarchy. We have two sample workbooks for this.
Raw Data Input: This workbook contains details like Vendor, Product, Buyer, About Buyer, and Dates. From this raw data, we create two hierarchies: Competitor hierarchy and Product hierarchy.
Hierarchy Input: This workbook includes fields such as Competitor Code, Competitor Name, City, and Country or Territory.
Here's what we do:
We download these datasets once a month. However, we're facing a challenge. The data provider changed a company's name, and now there are duplicates in the hierarchy. For instance, you'll see "SpotX" in the hierarchy, but in the raw data, it's listed as "SpotX (by Magnite)." The product names are also the same. I know these are the same company, but I need to automate the process to handle these situations.
I'm seeking help to resolve this issue and streamline the process. Your assistance would be greatly appreciated.
Let me know if there is any confusion, i have tried my best to explain the situation.
Hi @gmamtani
I just adapted this workflow to your case: https://community.alteryx.com/t5/Alteryx-Use-Cases/Fuzzy-Match-Check-Row-by-Row/ta-p/270809
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