Summarize tool

[Janani2]

I want to group my dataset based on counterparty group. Each counterparty group has 5-6 counterparties in it. the counterparty group name is in CAPS for some lines and in lowercase for some lines because of which i'm getting 2 different grouping for the same  counterparty. Can you help me to make this "groupby" in summarize tool work case insensitive. 

[Emil_Kos · Accepted solution]

Hi @Janani2,

Use data cleansing tool and change the case of everything to upper case. After this action summarize should work. 

[AngelosPachis · Accepted solution]

This can't be done in the summarize tool @Janani2 as it will always be case sensitive. 

What you can do however is stick a formula tool before the summarize tool and convert the counterparty group column to uppercase, lowercase or titlecase using the relevant embedded functions.

Hope that helps,

Angelos

[Janani2]

Thank you so much, This helps

[estherb47]

Hi @Janani2 

Both @AngelosPachis  and @Emil_Kos should work well for you. 

I've gone ahead and marked them as solutions, so that others with the same challenges can easily find answers. You will need to convert the case before the summarize tool.

Cheers!

Esther