Need Help In Match Funtion

[vishwa1979]

Hi,

I have a data with two columns Policy Holder Name and Instrument Given By.

If cells in both these columns match the Flagging column should reflect as "Match" Else "Miss Match".

Problem is some were there is full name in one column and in other there is only first and last name.

In some column there is more space reflecting between the name.

Can I get help to find some formula to get this mapped as Match.

Policy Holder Name	Instrument Given By
Kirti Atul Parikh	KIRTI PARIKH
SAURABH N SANGHAVI	SAURABH N  SANGHAVI
VISHAL MALIK	VISHAL  MALIK

Thanks in advance

[Kaustubh17]

Hi @vishwa1979 ,

You can use the fuzzy match tool to execute the task. I will suggest make your data clean in some case i can see some names are small letter make a defined case upper case or lower case(for this activity you can use data cleansing tool) then use the fuzzy match tool. Please follow the below Alteryx help document.

https://help.alteryx.com/20231/en/designer/tools/join/fuzzy-match-tool.html

Best,

Kaustubh

[gawa]

@vishwa1979  As @Kaustubh17 said, the Fuzzy Match tool may help you when matching criteria cannot be precisely defined.

If you just need to compare first name and last name for matching, I suggest 2 methods.

1st method is to parse data into row and get first name and last name, and compare them by the Join tool. By doing so, you will get mathc result like this.

Another method is to use Regex function to compare first name and last name, if you are already familiar with Regex concept.

If you are using Designer 2023.2 or later, GetLeft() and GetRight() functions can be used instead of Regex function to do the similar approach.