Fuzzy Match & grouping : Field not matching

[Aurz]

Hello, 

I am struggling to get the output in Column B of MainSheet where it calculates all the number of calls made by an agent on that particular day

To calculate column B, the formula used in excel is 

SUMIFS (('Call Sheet'!C:C,'Call Sheet'!B:B,'Main Sheet'!D2,'Call Sheet'!A:A,'Main Sheet'!C2)

So the task is:

• Sum up all calls made by that agent in that particular day
• The other Challenge here is in some rows in another sheet, Agent name does not match 100% with main sheet Agent Name, hence there is no match

I have tried Fuzzy match and Make group but still struggling to get the desired output - need help

I have also attached the .xlsx 

MainSheet: Table

A	B	C	D
Month	Calls	Date	Agent
Dec	0.0	2019-12-03	Junior Cobrand
Dec	0.0	2019-12-05	Sanisha Sands
Dec	0.0	2019-12-05	Shamika Hannan
Dec	48.0	2019-12-03	Wasim Akram
Dec	68.0	2019-12-03	Kumar SangaKara
Dec	42.0	2019-12-03	Murali Parsad
Dec	64.0	2019-12-03	Brittni-Lee Gordon
Dec	55.0	2019-12-04	Arjuna Ranatunga
Dec	57.0	2019-12-04	Kumar SangaKara

Call Sheet: Table 

A	B	C
Date	Agent	Calls
2019-12-03	SHAMOYA ROBINSON	53
2019-12-03	Alicia Brown	50
2019-12-03	Kumar SangaKara	68
2019-12-03	Roshane James	50
2019-12-03	SHERIKA LEVINE	58
2019-12-03	Geneva Foster	87
2019-12-03	SHANIQUE WRIGHT	38
2019-12-03	SHAHIDI BURKE	60
2019-12-03	Lascelle Brown	99
2019-12-03	SHAREE SMITH	47

[fmvizcaino]

Hi @Aurz 

Attached is an example showing how to build your regex.

LEt me know if that works for you.

Best,

Fernando Vizcaino

[Aurz]

@ fmvizcaino

Thanks for sharing this, but still not getting the desired output 

One thing to note is that it should sum up all the calls made by that agent during a particular day 

Your solutions seem to make sense but I don't see a sum of call for that agent on that date

Thanks very much for looking into this 

[fmvizcaino · Accepted solution]

Hi @Aurz ,

I have added the second part of the workflow where I get all the similarities and insert the call total for them.

Let me know if this works for you.

Best,

Fernando Vizcaino

[Aurz]

that works - thanks a lot !!!