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SOLVED

Searching names that match between two columns

RajBala
5 - Atom

Hi, I am looking for a solution to match any names in first column (delimited by semi column) to that of the second column. Any help appreciated.

 

  Expected result
RemitterReceiverAny Name matched?
Jack Ma; John Poh; Robert FanJohn PohYes
Jack Ma; John PohJack SmithNo
ABC Limited; Asia CompanyAsia Company; Africa Company; US CompanyYes
5 REPLIES 5
andyuttley
11 - Bolide
11 - Bolide

Hi @RajBala 

 

As there's multiple names per row, I'd use a text to columns tool to split it out (into one name per row) and match from there. Example attached:

match.PNG

 

 

Hope that helps

 

Andy 

JoeS
Alteryx Alumni (Retired)

I have attached a process whereby I split the names out in you remitter column to multiple rows. Then ran a search, combined back the max result, so if there was a true that is what is attached back.

 

2019-06-27_11-45-58.jpg

estherb47
15 - Aurora
15 - Aurora

A slightly different approach avoids using joins, so might run a touch faster.

 

image.png

 

To compare the receivers one at a time against the remitters, we need to separate multiples into single instances. Used the Text to Columns tool, separating into rows, and then a Data Cleansing to remove leading spaces

A formula tools uses Contains to figure out if receivers matches to the remitters.

 

Build back the original number of rows with a Summarize. Then another formula tool checks if there are any "yes" in a multiple receiver row. If so, a "yes" is the final answer.

 

Please let me know if this works.

 

Cheers!

Esther

RajBala
5 - Atom

Thanks for your help, however one issue though:

 

Contains formula does not match exact names. So "Jack Ma" is contained in "Jack Mason" and therefore it returns "Yes". In this case I want it to return "No" as "Jack Ma" is not exactly same as "Jack Mason"

 

 

JoeS
Alteryx Alumni (Retired)

I have modified mine to check they are exactly equal, case sensitive as well

 

I split out the second column "Receiver" to multiple rows as well, allowing me to check exactly rather than search a contains.

 

2019-06-28_09-00-10.jpg

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