Finding a match fuzzy logic

[sriniprad08]

Hi Team,

I am trying to find the below. Please let me know how to go about it.

How to find people having same Name , same account but different Id?

thanks

Sriniv

[sriniprad08]

Thank you @Maskell_Rascal . I will try it on Original data set and let you know.

Cheers,

Srinivas

[RobertOdera]

Sure thing, and you're most welcome @sriniprad08 

It's great seeing you have a lot of help on this from the Community!

Credit @Maskell_Rascal @jdunkerley79 

Reach out if you need anything else!

[sriniprad08]

Hi @Maskell_Rascal 

Thank you for all the support. I was going through your workflow. Can you please help me to read your output? 

For e.g. My goal is to check if there are similar names in the same column if yes find the match score. Ideally each text will be searched through the and against each row. if yes there is a match then output the score.

Cheers,

Sriniv

[Maskell_Rascal · Accepted solution]

Hey @sriniprad08 

The workflow is setup to do exactly what you're looking for in the final output. The final step to get the desired results would be to add a formula tool to the end of the workflow like below:

This final formula tool goes through and determines if the Matched Name is an exact match to the Original Name. If so, it says the match is 100, otherwise it will output the match score as determined from the Fuzzy Match process. 

I've attached an updated version of the workflow with this formula at the end of it. 

Thanks!

Phil

[sriniprad08]

Hi @Maskell_Rascal ,

Thank you so much .Really appreciate your time and help.

I will let you know if anything i am missing.

Cheers,

Srinivas

[sriniprad08]

hi @Maskell_Rascal ,

One more support ,is it possible to create a flag at the end which says "yes" or "no" based on the following conditions

- same name, different id but same account.

thanks,

[Maskell_Rascal]

@sriniprad08 

Can you give me an example and what you'd expect the output to look like? The formula should be easy enough, but want to make sure its configured correctly to your needs. 

Thanks!

Phil

[sriniprad08]

hi @Maskell_Rascal 

Thank you for the reply. Something like the below

[Maskell_Rascal · Accepted solution]

Hey @sriniprad08 

So the formula itself was easy enough, but accounting for scenarios where the name and account are both unique was the part that threw me. To get that part to work, I added in a filter, unique, and join tool to separate out just the unique scenarios listed above. I could then change the indicator to "Yes" and combine all the data back together again. 

I've attached a copy of the updated workflow for you. 

Thanks!

Phil

[sriniprad08]

Hi @Maskell_Rascal ,

Thank you so much.The best and perfect solution !!!

Cheers,

Sriniv