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Objective:

Automatically map list of transactions to a vendor based on whether the name of the Transaction contains a keyword from the Vendor dimension (specified in a mapping table), and return the matched Vendor. 


I have a dimension block which contains a list of transactions (incl. a text property with the transaction name & a property formatted by the vendor dimension where I map them to a vendor). I also have another dimension block called Vendor which contains a list of vendors & a text formatted property where i want to input a key word for each vendor that is typically in the transaction name. I want to leverage this mapping in the Vendor dimension and do a lookup on my transaction list to check each transaction name. search if it contains a keyword and populate the correct vendor. 

Is this possible?

Hi ​@Jessica hope all is well.

Your request should be achievable by leveraging Pigment's formula capabilities. You can try using text functions to search for keywords in transaction names and map them to the Vendor dimension. You should ensure the following:

1. The Vendor dimension includes a property for keywords (text format).
2. The Transaction list includes a property for transaction names (text format) and a property formatted by the Vendor dimension.
3. Use a formula in the Transaction list to search for keywords in the transaction name and return the corresponding Vendor.

For more information on the text function and formulas/modelling, refer to our articles here:

https://community.pigment.com/functions-84

https://community.pigment.com/modeling-formulas-85

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