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Partial Match Between two Lists with names

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  1. #1
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    Partial Match Between two Lists with names

    Hi all,

    I need help to create a formula that finds partial matches between two lists with thousands of account names.

    I have attached a small sample of data with similar issues.

    The ideal solution would be to find and return the lookup table's account name 2 if there is a 80% match between the two names, but a more simple solution is also very appreciated!

    I have manually written the expected result, but i need a formula to do this of course :)
    any help is highly appreciated!
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    Forum Moderator AliGW's Avatar
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    Re: Partial Match Between two Lists with names

    Will there only ever be ONE variation, or could there be multiple variations? Instead of trying to match things, consider having a drop-down selection box in the table on the left so that you don't get incorrect manual entries. Based on your small sample, what you are asking is going to get very complicated and would be best avoided.
    Ali


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    Forum Expert bebo021999's Avatar
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    Re: Partial Match Between two Lists with names

    I would suggest 4 levers of matching 80, 70, 60 , 50%, and check from the left and from the right, with helper columns.

    It works for:
    "Academia LTD B.V" vs "Academia LTD BV" : 80% from the left
    "Åkes Værksted Hellerup" vs "Aakes Vaerksted Hellerup" : 70% from the right

    But, it does not work for:
    "Jakobs North West" vs "Jakob North W." : not match from left or right

    In case you only want it up to 70%, just delete 60% and 50%
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    Quang PT

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    Forum Moderator alansidman's Avatar
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    Re: Partial Match Between two Lists with names

    To get the expected results, I used Power Query Fuzzy Match but had to set the percentage at 60%

    let
        Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
        #"Changed Type" = Table.TransformColumnTypes(Source,{{"Account name", type text}}),
        #"Merged Queries" = Table.FuzzyNestedJoin(#"Changed Type", {"Account name"}, Table2, {"Account name 2"}, "Table2", JoinKind.LeftOuter, [IgnoreCase=true, IgnoreSpace=true, Threshold=0.6]),
        #"Expanded Table2" = Table.ExpandTableColumn(#"Merged Queries", "Table2", {"Account name 2", "Account No."}, {"Account name 2", "Account No."})
    in
        #"Expanded Table2"
    Alan עַם יִשְׂרָאֵל חַי


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