Fuzzy match by name

Question

Hi All,

I am new to Alteryx and also relatively new to data analytics.  I really need help to do fuzzy match name based on the information below:

Table 1 - Truncated Name

Client NameAccount numberAlex You1Santa Clau2John Turner3William Ladell4John Cliffor5Evelyn Powell6LeeLee Tan7

Table 2 - Clean Name

Client NameAccount numberNoteAlex Young1 Santa Clause2 John Turner3 William Ladell John4 John Clifford5 Evelyn Powell Jerome6 Kelvin Tan7Change of owner from LeeLee Tan to KelvinTan

Table 3 - Expected output

Client Name_TruncatedClient Name_CleanedFuzzyMatch_NameAccount numberAlex YouAlex YoungAlex Young1Santa ClauSanta ClauseSanta Clause2John TurnerJohn TurnerJohn Turner3William LadellWilliam Ladell JohnWilliam Ladell John4John ClifforJohn CliffordJohn Clifford5Evelyn PowellEvelyn Powell JeromeEvelyn Powell Jerome6LeeLee TanKelvin TanKelvin Tan7

From table 1 comprise of truncated clients name and we will need to do fuzzy match with table 2 which comprise of the cleaned client list name based on account number.

Table 3 is the expected output. However, if the name is not truncated name such as account number #7, I would need the new client name.

Appreciate your help on this workflow. Thank you very much.

ArtApa · Answer

Hi @abx - You wrote that you need "the cleaned client list name based on account number". I'm not sure why would you need fuzzy matching then... Here is how you can do this:

MatchAA.yxmd

jdminton · Answer

Try the attached. You will not be able to match name changes to the degree in your example, but you can match everything else and get a summary of the differences that can be manually reviewed. Fuzzy matching of this type will depend on most of the name being the same. Hopefully this helps.

Fuzzy Match.yxzp