Name and DOB relationships to a file

[ksampson]

Hi

I have a list of files with people and DOB. I want to be able to associate every person with each other per file. See below an example. To note sometimes the same person name appears with a different DOB. So using a record ID may be better than linking the DOB to the name

Sorry couldn't load an excel version so had to make it as below. There is one column each for file number, name and DOB

Thanks in advance 🙂

From:

File 1 - Tom Jones - 01/02/1991

File 1 - Tom Smith - 02/02/1991

File 1 - Mary Smith - 03/02/1991

File 1 - Danny Smith - 04/02/1991

File 2 - Mary Jones - 05/02/1991

File 2 - Mary Bloggs - 06/02/1991

File 3 - Jane Smith - 07/02/1991

File 3 - Jane Blogs - 08/02/1991

File 3 -  Jane Jones - 09/02/1991

To

Tom Jones - 01/02/1991 - Tom Smith - 02/02/1991

Tom Jones - 01/02/1991 - Mary Smith - 03/02/1991

Tom Jones - 01/02/1991 - Danny Smith - 04/02/1991

Tom Smith - 02/02/1991 - Mary Smith - 03/02/1991

Tom Smith - 02/02/1991 - Danny Smith - 04/02/1991

Mary Smith - 03/02/1991 - Danny Smith - 04/02/1991

Mary Jones - 05/02/1991 - Mary Bloggs - 06/02/1991

Jane Smith - 07/02/1991 - Jane Blogs - 08/02/1991

Jane Smith - 07/02/1991 - Jane Jones - 09/02/1991

Jane Blogs - 08/02/1991 - Jane Jones - 09/02/1991

[Jonathan-Sherman · Accepted solution]

Hi @ksampson,

You could achieve this by joining the data set to itself and using the file name as your join condition, filtering out where Name(1) = Name(2) and DOB(1) = DOB(2):

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan

[ksampson]

That's great. Is there any way I can also remove the duplicates for example

Tom Jones - Tom Smith

Tom Smith - Tom Jones

I don't need it both ways. Just one is fine. This will help reduce the amount of data

[Jonathan-Sherman]

Hi @ksampson,

I've added a little more to the original flow to take into account of those reverse duplicates:

If this solves your issue please mark the answer as correct, if not let me know! I've attached my workflow for you to download if needed.

Regards,

Jonathan