Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Warm and Fuzzy Matching

383 views

Published on

Ever wonder about the Fuzzy Matching tool? Does the name give you the "warm and fuzzies,” but you are stuck on how best to incorporate it? Chris and Mark discuss two perspectives to the art of Fuzzy Matching. Chris explains why it is his go-to tool and Mark shows alternatives for matching using other tools in his Alteryx arsenal. The pair argue the pros and cons of each approach using examples with “imagined” data. Watch them debate and gain a few best practices.

Mark Frisch - CEO & Founder - Marquee Crew
Chris Love - Account Manager - Information Lab

Published in: Data & Analytics
  • Be the first to comment

  • Be the first to like this

Warm and Fuzzy Matching

  1. 1. # A L T E R Y X 1 8# A L T E R Y X 1 8 Presented by ACEs Chris Love and Mark Frisch WARM AND FUZZY MATCHING
  2. 2. # A L T E R Y X 1 8 CHRIS LOVE ALTERYX USER SINCE 2005 When I use Alteryx, I feel like it’s an extension of my mind, another hand. With Alteryx, I don’t even have to think about the tool – it virtually disappears. .
  3. 3. # A L T E R Y X 1 8 MARK FRISCH @MarqueeCrew Never underestimate your own power with Alteryx. Alteryx connects my data in ways that expand my friends, family & community. . ALTERYX USER SINCE DateTimeFormat(DateTimeAdd(DateTimeStart(),-156,”Months”),”%B, %Y”)
  4. 4. # A L T E R Y X 1 8 AGE- NDA • Matching Overview • Fuzzy Matching in Alteryx • Demo Time! • Why even Fuzzy Match • Alternative Approaches • Takeaways
  5. 5. # A L T E R Y X 1 8 WHAT OPTIONS DO YOU HAVE FOR JOINING? HERE ARE 2018.1 TOOLS YOU CAN CHOOSE:
  6. 6. # A L T E R Y X 1 8 WHAT IS FUZZY MATCHING? Matching is broken up into two sub-problems: • Search • Match It is a technique used for finding strings that match a pattern approximately (rather than exactly).
  7. 7. # A L T E R Y X 1 8 FUZZY MATCH USE CASES • 50 Justin Biebers • Meeting Attendees • Dog Breeds • CRM Details
  8. 8. # A L T E R Y X 1 8 HOW DOES FUZZY MATCHING WORK? STEP 1: KEY MATCH STEP 2: MATCH FUNCTION
  9. 9. # A L T E R Y X 1 8 Not Matching as you expect? Check the Key Match first CHRIS’S TOP TIP
  10. 10. # A L T E R Y X 1 8# A L T E R Y X 1 8 DEMO TIME
  11. 11. # A L T E R Y X 1 8 FORMING YOUR FUZZY • Fuzzy matching is time & resource intensive • One size doesn’t fit all data • Sources or types of data may require unique matching rules • Fuzzy Matching is an art that is supported by science Quality Hygiene Exact Pass 1 of N Pass 2 of N Pass N of N Sanity Check Waterfall Metrics Output
  12. 12. # A L T E R Y X 1 8 CHOOSE YOUR STRATEGY SIMPLE & FUNCTIONAL COMPLEX & SAD
  13. 13. # A L T E R Y X 1 8 CHOOSING YOUR JOIN NOT ALL DATA IS CREATED EQUAL • Should you attempt the join? • Does data qualify for matching? • Will hygiene improve the results? Data Quality Evaluation Drop Hygiene As-Is Fuzzy Modified Join
  14. 14. # A L T E R Y X 1 8# A L T E R Y X 1 8 ALTERNATIVES TO FUZZY MATCHING
  15. 15. # A L T E R Y X 1 8 JOIN VS FIND REPLACE JOIN FIND REPLACE Multiple Keys Multiple Data Types Sorts Incoming Data by Key No Record Limits Case Sensitive Exact Match Only Left/Join/Right Data Output(s) Single Key String Data Type Only Un-Sorted Lookups Lookup Limit (~100,000) Case Sensitive or Insensitive Match (Begin/Any/Entire/Word) All Data is Output
  16. 16. # A L T E R Y X 1 8 MICHIGAN WINERIES There are over 125 wineries in Michigan. • WineMag Data =28 • DrinkMichigan.org/wine = 70 • Naked eye matching = 20/28 • JOIN = 7/28 • FUZZY MATCH {5, 7 or 34} • Hope Estate =? Rove Estate • Domaine Baron de l’Ecluse =? Domaine Berrien Cellars
  17. 17. # A L T E R Y X 1 8 TAKEAWAY #1 THE PATH TO TRUE ENLIGHTMENT IS NOT A STRAIGHT LINE
  18. 18. # A L T E R Y X 1 8 TAKEAWAY #2 LOTS OF WAYS TO SKIN A CAT
  19. 19. # A L T E R Y X 1 8 TAKEAWAY #3 P-R-A-C-T-I-C-E It’s how we spell Success
  20. 20. # A L T E R Y X 1 8 TAKEAWAY #4 Its about layers – applying one technique after another
  21. 21. # A L T E R Y X 1 8 TAKEAWAY #5 Keep looking for resources. New ones pop up daily. • Art of Fuzzy Matching – Inspire 2018 • Tool Mastery | Fuzzy Match • Keyword Fuzzy Matching Strings • Tips & Tricks for Fuzzy Matching • YouTube (Chris Love) • MedPro - Inspire 2017 • Live Training
  22. 22. # A L T E R Y X 1 8# A L T E R Y X 1 8 THANK YOU Chris Love @ChrisLuv Chris.love@theinformationlab.co.uk theinformationlab.co.uk Mark Frisch @Marqueecrew mark@marqueecrew.com Marqueecrew.com Relive the Excitement of Inspire here.

×