Find "brand" keywords in free text fields

TrimFunction

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Joined
Jan 9, 2018
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18
background: I'm building a reference file of branded product names. My aim is to have a clean list that can be used to search through a free text fields from a CRM system.

I want to find brand-names, but do not want common words like "account" or "management", since that will return almost every entry. the list of terms i search for is usually about 300+, using {=INDEX($B$2:$B$300,MATCH(1,COUNTIF(I3,"*"&$A$2:$A$300&"*"),0))}.

Question: What is the best way to "scrub" out the brand names from free text?

my current process is start with the list:

[TABLE="width: 311"]
<colgroup><col></colgroup><tbody>[TR]
[TD]Original Product Name[/TD]
[/TR]
[TR]
[TD]Accounts Receivable, JD Edwards EnterpriseOne[/TD]
[/TR]
[TR]
[TD]IBM Kenexa Employee Assessments[/TD]
[/TR]
[TR]
[TD]Catalog Management, PeopleSoft[/TD]
[/TR]
[TR]
[TD]SAP Ariba Invoice Management

Text to columns, sort, then manually read through to determine which are "brand" names:

Column A Column B
[TABLE="width: 194"]
<colgroup><col><col></colgroup><tbody>[TR]
[TD]Accounts[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]Ariba[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Assessments[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]Catalog[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]Edwards[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Employee[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]EnterpriseOne[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]IBM[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Invoice[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]JD[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Kenexa[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Management[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]Management,[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]PeopleSoft[/TD]
[TD]USE[/TD]
[/TR]
[TR]
[TD]Receivable,[/TD]
[TD]SKIP-Common[/TD]
[/TR]
[TR]
[TD]SAP[/TD]
[TD]USE[/TD]
[/TR]
</tbody>[/TABLE]

I've been using countifs to determine how frequent the word occurs and LEN to quickly go through short words, but this is not efficient.

Is there a better way to do this?[/TD]
[/TR]
[TR]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
 

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Is there a better way to do this?
Probably.

But from what you have posted, I can't really tell what you have, where, and exactly what you are trying to do.

Can you give us some small dummy sample data and the expected results and clearly show or describe where various data is and where the results should go?
Better (clearer) ways to present your sample data are given in a link in my signature block below.
 
Upvote 0
How about PowerQuery (Get&Transform) ?

[Table="width:, class:head"]
[tr=bgcolor:#FFFFFF][td]Table1[/td][td][/td][td]Table2 (user defined)[/td][td][/td][td]Result table[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#5B9BD5]Product name[/td][td][/td][td=bgcolor:#5B9BD5]Common[/td][td][/td][td=bgcolor:#70AD47]Keywords[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]Accounts Receivable, JD Edwards EnterpriseOne[/td][td][/td][td=bgcolor:#DDEBF7]Accounts[/td][td][/td][td=bgcolor:#E2EFDA]Ariba[/td][/tr]

[tr=bgcolor:#FFFFFF][td]IBM Kenexa Employee Assessments[/td][td][/td][td]Assessments[/td][td][/td][td]Edwards[/td][/tr]

[tr=bgcolor:#FFFFFF][td=bgcolor:#DDEBF7]Catalog Management, PeopleSoft[/td][td][/td][td=bgcolor:#DDEBF7]Catalog[/td][td][/td][td=bgcolor:#E2EFDA]EnterpriseOne[/td][/tr]

[tr=bgcolor:#FFFFFF][td]SAP Ariba Invoice Management[/td][td][/td][td]Employee[/td][td][/td][td]IBM[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td=bgcolor:#DDEBF7]Invoice[/td][td][/td][td=bgcolor:#E2EFDA]JD[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td]Management[/td][td][/td][td]Kenexa[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td=bgcolor:#DDEBF7]Receivable[/td][td][/td][td=bgcolor:#E2EFDA]PeopleSoft[/td][/tr]

[tr=bgcolor:#FFFFFF][td][/td][td][/td][td][/td][td][/td][td]SAP[/td][/tr]
[/table]


Table1: source
Table2: user-defined words that should not be taken into account

for table1:
Code:
[SIZE=1]let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Replaced Value" = Table.ReplaceValue(Source,",","",Replacer.ReplaceText,{"Product name"}),
    #"Split Column by Delimiter" = Table.ExpandListColumn(Table.TransformColumns(#"Replaced Value", {{"Product name", Splitter.SplitTextByDelimiter(" ", QuoteStyle.Csv), let itemType = (type nullable text) meta [Serialized.Text = true] in type {itemType}}}), "Product name")
in
    #"Split Column by Delimiter"[/SIZE]
for result table:
Code:
[SIZE=1]let
    Source = Table.NestedJoin(Table1,{"Product name"},Table2,{"Common"},"Table3",JoinKind.LeftAnti),
    #"Removed Other Columns" = Table.SelectColumns(Source,{"Product name"}),
    #"Sorted Rows" = Table.Sort(#"Removed Other Columns",{{"Product name", Order.Ascending}}),
    #"Renamed Columns" = Table.RenameColumns(#"Sorted Rows",{{"Product name", "Keywords"}})
in
    #"Renamed Columns"[/SIZE]

example file
 
Upvote 0
I forgot about duplicates, so

for result table
Code:
[SIZE=1]let
    Source = Table.NestedJoin(Table1,{"Product name"},Table2,{"Common"},"Table3",JoinKind.LeftAnti),
    #"Removed Other Columns" = Table.SelectColumns(Source,{"Product name"}),
    #"Sorted Rows" = Table.Sort(#"Removed Other Columns",{{"Product name", Order.Ascending}}),
    #"Removed Duplicates" = Table.Distinct(#"Sorted Rows"),
    #"Renamed Columns" = Table.RenameColumns(#"Removed Duplicates",{{"Product name", "Keywords"}})
in
    #"Renamed Columns"[/SIZE]
 
Upvote 0

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