Grouping Duplicate Companies by Name and Location

Create a Grouping System

Instead of deleting entries, establish a system to identify and group related records:

1. Normalize company names using Tools → "Normalize Company Names" to standardize variations (e.g., "Inc.", legal suffixes)

2. Create a unique identifier column:

   • Use Add Column → Merge columns
   • Combine normalized company name and location fields
   • Name this column "Clinic/Practice ID"

3. Filter unwanted business types (optional):

   • Apply conditions to exclude entries
   • Example filter: Most Common Clinic Name does not contain any of UNIVERSITY|HOSPITAL|HEALTH SYSTEM|MEDICAL CENTER

4. Maintain a reference table:

   • Use Actions → "Send table data" to generate a separate reference table with unique identifiers
   • Keep all original entries intact and accessible in your primary table

This approach preserves all data while providing clear organization and grouping of related companies.