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soha1902
Creator
Creator

Group into one

Hi All,

I have below field

   

Customer
ABC Corp
ABC Limited
XYZ
DEF
HJK ASSOCIATES
HJK Finance

My Requirement is if 2 Customer names having the similar left name then I need to combine them into one name.

For example in above fields we have ABC CORP and ABC LIMITED so here ABC is common for both so I need to combine as ABC, likewise HJK ASSOCIATES and HJK Finance as HJK.

I want to implement this in UI level not in script level plz suggest.

2 Replies
swuehl
MVP
MVP

I would strongly suggest that you do this in the script, e.g. using a MAPPING approach:

Data Cleansing

You can also use Wildmatch() function to create your groups in calculated dimensions, but why don't you want to do this once in the script?

MindaugasBacius
Partner - Specialist III
Partner - Specialist III

Then in calculated dimensions use this script:

=subfield(Customer, ' ', 1)

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