Fuzzy relationship between tables?

General Ledger

Active Member
Joined
Dec 31, 2007
Messages
460
Is there a way to create a "fuzzy" relationship between tables?

For example, the key field in a table might be a person's full name (first and last names with optional middle name or initial). The key field in another table might be last name and first name. Is there a way to create a relationship on these fields and have Power Pivot correctly determine that "John Q. Public" matches to "Public, John"?
 

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Hi General Ledger,

You could achieve this by setting up a lookup table that contains two columns: Name Variant and Name Unique.
Name Variant contains all possible variants of each name that might appear in the fact table (constructed manually or according to some rules) and Name Unique contains the unique version of each name.

Then your fact table's Name column would be related to the lookup table's Name Variant column, and you could filter on Name Unique or Name Variant as desired.

For example (blue columns are related):
Fact Table:
NameSales
John Q. Public1
John Public2
Public, John3
Abel Gideon4
A Gideon5

<colgroup><col><col></colgroup><tbody>
</tbody>

Lookup Table:
Name VariantName Unique
John Q. PublicPublic, John
John PublicPublic, John
Public, JohnPublic, John
Abel GideonGideon, Abel
A GideonGideon, Abel
Dr Abel GideonGideon, Abel
Gideon, AbelGideon, Abel

<colgroup><col><col></colgroup><tbody>
</tbody>
 
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