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orana
Helper I
Helper I

Populate column based on similar text in another column

Hello,

 

I have a list of customer accounts (see column to the left). These account names are all slightly different names. For example, some have an LLC; others may have the suite name, etc. In another column, I would like to group similar account names together. The output of the grouping doesn't matter to me. It can be common text found under the account name (see example output 1) or a number (see example out 2).

 

 

Account Names

Example output 1

example output 2

John allergy center of America

John allergy center

1

John allergy center

John allergy center

1

Logen medical center

Logen medical center

2

Specialty clinic

Specialty clinic

3

Specialty clinic LLC

Specialty clinic

3

John allergy center of America - Suite 4

John allergy center

1

2 REPLIES 2
Kishore_KVN
Super User
Super User

Hello @orana ,

If the account names are going to be static then you can use grouping activity in Power BI Desktop and create second column. Then if you want ranking you have to create any numeric column for reference or else you can also use alphabetical order for the same. 

 

If this post helps, then please consider accepting it as the solution to help other members find it more quickly. Thank You!!

Hey @Kishore_KVN 

 

If I understand your comment correctly - there is a grouping function that allows me to group accounts. Would you happen to know if this grouping function is automated? I have about 31,000 account names, and manually grouping accounts would take a lot of time. 

 

RE: Ranking - I'm not trying to rank the account names. The column example output 2 is another way to group the account names. I can group them numerically or by text. 

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