Hello, I am still at the early stage of using Alteryx designer, and I'm not if Alteryx can do this - I have a pdf file and I've extracted it to excel. Now I have a key words file, containing all the key words that I would like to use to match against the excel - see below table:
Main Category | Sub Category Areas | Keywords (English) |
Data Awareness | Training & Communication | data related training |
Data Awareness | Training & Communication | data related communication |
Data Awareness | Training & Communication | data related awareness |
Data Awareness | Training & Communication | Data awareness |
Data Awareness | Training & Communication | Data training & awareness |
Data Awareness | Training & Communication | Training and Awareness |
So, the idea is whenever the keywords (in the keywords column) appear, then it would automatic show the sub category areas and main category. See the output columns below:
Output | Output | |||
Description | Results | Conclusion | Main Category | Sub Category Areas |
Perform a walkthrough to understand if management has implemented data related communication to the 3rd party vendors, and data related awareness has been acknowledged by the employees | We performed a walkthrough with management, based on the walkthrough and the supporting provided. We confirmed that management has implemented data related communication to the 3rd party vendors, and data related awareness has been acknowledged by the employees | Satisfactory | Data Awareness | Training & Communication |
The Find Replace tool is your friend here:
You can set it to look in a column (in my example Description), and find the value in Keywords. Upon a successful match you can append the required fields to the workflow.
A few points to note though; The wording will have to be written exactly as it appears on your keywords input, so if someone entered a double space for example it won't pick it up. You can set it to ignore case sensitivity though
Example workflow attached