Name written in all CAPS vs Name written with only first capital letter

[sbjelic]

Hi - I have a following excel table 

In Alteryx, since it is sensitive to CAPs summing and grouping by Company Name produces:

While in reality total should be $46,500 and only one 'Company A'. Is there a way around this in Alteryx and summing by Company Name without Alteryx differentiating b/w names with all CAPs vs non-CAPS?

Thank you!

[WesCannon · Accepted solution]

Hi @sbjelic 

I would recommend standardizing the Company Name's case by using the modify case feature of the 'Data Cleansing Tool' shown below before summarizing the data.

Thanks,

Wes

[MilindG]

See the attached workflow.

[Felipe_Ribeir0]

Hi @sbjelic 

You could apply the uppercase formula before of the summarize tool.

[gautiergodard]

Hi @sbjelic 

You can use the data cleansing tool to standarize the casing on your field:

Alternatively, you can also use edit your field with a formula tool and apply the uppercase() formula.

hope this helps!