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  • 1.  Duplicate Customers

    Posted 01-31-2023 16:44
    Have a client with significant number of duplicate customers.  Currently, we are dumping records into Excel, then using a pivot table to locate duplicate fields.

    Does any one have a more efficient way to identify suspected duplicates?

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 2.  RE: Duplicate Customers

    Posted 02-01-2023 02:18
    The hard part is for your customer to define what a "duplicate" is. If there are one or more fields that - if are an exact match - you could use this Excel/Power Query method. If your match criteria is a bit "fuzzy" then Power Query provides Fuzzy Inner Joins with threshold matching options for what defines a match.

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    Dan Burleson
    Software Consultant
    Connex Software
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