2026 Week 25 | Can you standardize your inputs?

1. Data Sources
   • The data sources are all made up this time
2. Creating your input tables
   • Rename your current page ‘Mapping’
   • Create two input tables (this would also work with one source table that contains fund names, and another table that has input tables)
     • Proper Fund Names
     • Manually Entered Fund Names – Deduplicated
   • In the Proper Fund Names table, write your standardized fund names
   • In the Manually Entered Fund Names – Deduplicated, go absolutely wild, spell things as incorrectly as you can
3. Sprinkle on some AI magic
   • Create a new table in the same page called AI Mapped Fund Names. Set the source to Manually Entered Fund Names – Deduplicated
   • In the right sidebar, press the ‘+’ sign to add a new column, and select Add Column Via > AI Column
     • When the modal opens, change the column name to Fund Name AI Cleaned
     • Set the LLM Model to Claude 4.5 Haiku
     • Update the prompt, here’s an example of what you can use:
       ”’

Classify [Fund Name Manual Entry] into one of the following names:

Emerging Markets Growth Fund 2

Emerging Markets Growth Fund 4

North Saladsville Pension Fund

Fisher’s Gravy Boat Supreme Fund

The Rebel Alliance Pension Fund

Baker’s Dozen Fund

Home Run Inn Pizza Lover’s Fund

Hungry Hungry Hippo’s Memorial Fund

Yo-Yo Forever Fund

Atlantis Fund

If you are unsure of which category it fits into, please fill the response with ‘UNSURE’.

Do not provide any extra commentary except for the classification.
”’
 

• Preview the changes to make sure the AI column results are giving you expected results, you may need to tweak your prompt, depending on your task.

4. Displaying the results
   • Create a page called Validation
   • Update your header, as desired. I like to use the ‘Page Header’ option under Workbook Settings. Select a blank area on your page to access Workbook Settings, and go to Workbook Navigation to find Page Headers.
   • Add a KPI to display the Unmapped Fund Names, this should be any funds where the cleaned name is null or ‘UNSURE’
   • Add a bar chart titled Fund Names Cleaned to show the number of fund names cleaned by the AI Cleaned Name
   • Add a table titled Cleaned Fund Names that shows the raw fund names
   • Add a control that filters only the Cleaned Fund Names table by the AI Result, this will show us all the fund names that fall under that mapping for easier troubleshooting / validation.
   • Create an action on the Fund Names Cleaned bar chart
     • On select, update the AI Result control.
5. Extensions
   • There may be cases where you have to manually override the AI result, because the underlying fund name is too messy, or maybe has changed. This can be handled through a linked input table
   • Assign Fund Owners who are tasked with managing their funds and confirming that the AI results are correct