pbPassingBI
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What are the risks of automatic value grouping?

intermediate
Answer

Fuzzy matching will merge values that are genuinely different — two real customers with similar names, or product codes differing by a character that matters.

The risk is asymmetric. An ungrouped duplicate is visible in the output and someone will spot it. An incorrect merge silently becomes one row and nobody ever knows.

So review the proposed groups before applying, and prefer the more conservative methods where the values are identifiers rather than free text.

If the same inconsistency arrives every month, the better fix is upstream — a validated dropdown at entry, or a mapping table joined into the flow.