Alteryx If Formula
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Download Tableau Desktop today and start visualising your data. Start a 14-day free trial and discover the power of fast and easy data visualisation. Alteryx Download and Install for Windows and Mac Alteryx Designer. December 14, 2019 Yoda Learning Alteryx, Tutorials. Alteryx is popularly known as a Self-Service Analytics tool. Business users can build their data workflows in Alteryx by quickly blending and preparing the data without any programming skills. With drag and drop workflows. Download Alteryx Designer - Software solution that allows you to process data, it's both an editor and an engine and it has the ability to process all sort of complex data. Alteryx reads through the specified field and assigns Keys to the components of that field. Once all keys are generated, Alteryx compares the concatenated keys for every match field. If the keys generated are equal for two records, a potential match is identified and the pair proceeds to the next phase of the match process. Idea: An Alteryx version for Mac OS X sounded like a nice idea. Although there are options for using bootcamp with windows 7-8. Or some virtualisation software as mentioned in a community post here. Rationale 1 (Competitors do it):First of all there is no need to neglect a customer segment using Mac's.

Use the Edit button of the Fuzzy Match Tool Configuration window to access the Edit Match Options.

Match Style is a predetermined method of finding an appropriate match between records of an input file. The individual match style choices are defined on the Fuzzy Match Tool page.

Match Style

Any predefined or custom, user-defined match styles will appear in this list. The subsequent specifications in the dialog box will be selected based on the match style chosen.

If you edit a predefined match style, it will change to 'Custom' in the drop down list. The settings specified in this custom match style will save with the workflow.

Add new custom match styles rather than deleting or editing default options.

You can delete a match style by selecting it from the drop down and clicking Delete. You can add a match style by typing in a new name and clicking OK.

Preprocess describes a procedure that runs before Generate Keys and the Fuzzy Match function. The Preprocess should result in better matches. The choices from this list include:

Preprocess

None: No Preprocess is run.
Strip Punctuation: Any punctuation characters within the specified data field will be ignored while the tool is determining matches.
Strip Punctuation & Salutations: Any punctuation characters as well as any titles such as 'MR' 'MS' and'MRS' within the specified data field are ignored while the tool is determining a match.
Strip Punctuation & AND, OF & THE: Any punctuation characters as well as any instances of the words 'AND' 'OF' and 'THE' within the specified data field are ignored while the tool is determining matches.
Strip Punctuation & Remove Units from US Addresses: Any punctuation characters as well as any unit numbers within the specified data field are ignored while the tool is determining matches.

Manual edits to preprocessing

The preprocess can be user-defined by editing the FuzzyMatchStyles.xml. This file is located in the Alteryx Runtime directory: Program FilesAlteryxbinRuntimeDataFuzzyMatch. This file should only be edited by a user who is familiar with XML and Regular Expressions.

Generate Keys is the method by which a potential match is identified.

Alteryx If Formula

Generate Keys

Alteryx reads through the specified field and assigns Keys to the components of that field. Once all keys are generated, Alteryx compares the concatenated keys for every match field. If the keys generated are equal for two records, a potential match is identified and the pair will proceed to the next phase of the match process. Function choices are:

None: Keys for this field are considered when deciding which records match.
Digits Only: Only records with the same digits in the specified field will be matched.

Example

1-(303)440-8896 would not match 303-440-8896.

Even though non-digit characters are ignored, these phone numbers still do not match because there is a leading 1 in the first record.

Digits Only - Reverse: Only records with the same digits (in the order from last to first) in the specified field will be matched.

Example

1-(303)440-8896 would match 303-440-8896.

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Non-digit characters are ignored and numbers are matched from last (6) to first (3 or 1). For this record to match, specify that the Maximum Key Length = 10 to ignore the leading 1.

Double Metaphone: Double Metaphone is the preferred algorithm. An algorithm to code English words (and foreign words often heard in the English Language) phonetically by reducing them to 12 consonant sounds. This reduces matching problems from wrong spelling. The Double Metaphone is the preferred method for matching based on sound. It returns two keys if a word has two feasible pronunciations, such as a foreign word. For more information, see Double Metaphone.
Double Metaphone w/ Digits: Uses the same Double Metaphone algorithm but includes digits as well. When there are digits in string, digits in the first token will be the key.
Soundex: An algorithm to code surnames phonetically by reducing them to the first letter and up to three digits, where each digit is one of six consonant sounds. This reduces matching problems from different spellings.
The algorithm was devised to code names recorded in US census records. The standard algorithm works best on European names. Variants have been devised for names from other cultures. For more information, see Soundex.

Leading letter replacements

Alteryx automatically replaces the following leading letters and letter combinations prior to generating the match key:

Leading letter(s)	Replacement
AV	AF
AH	A
AW	A
CAAN	TAAN
DG	G
D	G
HA	A
KN	K
K	C
MAC	MC
M	N
NST	NS
PF	F
PH	F
Q	G
SCH	SH
Z	S

Soundex w/ Digits: Uses the same Soundex algorithm but includes digits as well. When there are digits in string, digits in the first token will be the key.
Whole Field (Case Insensitive): Only records where the entire field matches will be matched. Case is ignored.
Alphanumeric Only (Case Insensitive): Looks only at alphanumeric characters to make a match. Case is ignored.
Address Number + Soundex: Removes the address number from a string and applies the Soundex algorithm to the rem

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