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Workflow Design help

Alteryxuserhere
8 - Asteroid

Hi there

I have the following information in my data:
Name
Email
Mobile

I want to assign a unique ID to each person in my dataset but some records might have the same email/mobile but either do not have the same mobile number/email in the other record, but because they have either the same email or mobile number they are considered the same person and would like to assign the same Unique ID to them.

Can someone suggest some steps I can achive this?

Thanks in advance

7 REPLIES 7
caltang
17 - Castor
17 - Castor

You can try using the Tile tool and set it to unique values, and then choose your fields of interest to uniquely count like a RecordID for each specific person based on Tile Numbers.

 

If you can provide some samples, I can show you an example.

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
Alteryxuserhere
8 - Asteroid

Thanks for your reply @caltang 

Would the following be sufficient?

 

Unique IDNameEmailMobile
 James Smithjamessmith@webmail.com1234
 Daisy Whitehellodaisy@hotmail.com68290
 James Rogan Smithjamessmith@gmail.com1234
 James Smithjamessmith@gmail.com123456


So essentially Im looking to generate a unique ID per unique individual. So since row 1, 3 and 4 are the same person he should receive 1 unique ID even although there might be some inconsistency in the name, email and mobile.

caltang
17 - Castor
17 - Castor

Now working off your info, I gather that the email field is the most reliable comparator as it takes first and last names.

image.png

 

Though I would say that my method only works if the assumption above is true. Alternatively, you'll need to use Fuzzy Match tool under "Join" tab to get what you want - though not a perfect outcome as well since it is dependent on your settings.

Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
flying008
14 - Magnetar

Hi, @Alteryxuserhere 

 

FYI.

 

录制_2024_01_15_09_43_53_52.gif

Alteryxuserhere
8 - Asteroid

Thanks @flying008 
Can you attach the workflow here for reference? thanks!

flying008
14 - Magnetar

Hi, @Alteryxuserhere 

 

Tile tool by [Match], that's all ! 

Pang_Hee_Choy
12 - Quasar

hi @Alteryxuserhere 

 

here my test. it using macro, just in case the chain is more than 2. i.e. email > mobile > email > mobile.

 

workflow: 

Screenshot 2024-01-15 115617.png

macro:

copy lowest mobile_id to rest if email is same
copy lowest mobile_id if mobile is same            
copy lowest email_id to rest if mobile is same
copy lowest email_id if email is same

 

repeat, till nothing is change.

then use tile for both final id to get the unique_id

 

Note: sort is required in my testing, to ensure lowest id (or highest) is copy instead of random id.

Screenshot 2024-01-15 115558.png

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