Grouping into a table

Hi guys

I have a loop here that returns this:

I want all of these grouped in the same place, one after another... instead of generating a different table each time

This is the code I used to generate it

document1 = "Analyst Actions: Citigroup Cuts Fiverr International's Price Target to $22 From $31, Reiterates Neutral Rating";
document2 = "Analyst Actions: JPMorgan Downgrades Beyond Meat to Neutral From Overweight, Cuts Price Target to $134 From $138";
document3 = "Analyst Actions: Credit Suisse Raises Beyond Meat's Price Target to $125 From $115; Keeps Neutral Rating";
document4 = "Analyst Actions: Oppenheimer Initiates Coverage on Beyond Meat With Perform Rating";
document5 = "Analyst Actions: Morgan Stanley Trims GoPro's Price Target to $3.50 From $4.50, Maintains Underweight Rating";
document6 = "GoPro downgraded by Zacks Investment Research to strong sell. $3.75 PT. (NASDAQ:GPRO)";
document7 = "Analyst Actions: BofA Merrill Lynch Upgrades Fiverr International to Buy From Neutral";

% data is a table containing all documents in a str form

data = table(document1,document2,document3,document4,document5,document6,document7)

issuer = ["JPMorgan";
    "Citigroup";
    "Credit Suisse";
    "Oppenheimer";
    "Morgan Stanley";
    "Zacks";
    "BofA"
    "Merrill Lynch";
    "Bank of America"];
tblnames = {'Text', 'Issuer'};

sz = (size(data))
rows = sz(1)
columns = sz(2)
N = columns
K = size(issuer)

for idx = 1:N % for as long as idx is 1 to the # of N
scan = data{:,idx}; % scan the documents in data

    for i = 1:K % go over all K issuers
        if (contains(scan,issuer(i)))
            x = issuer(i);
            tbl = table(scan,x,'VariableNames',tblnames)
        else
            "No Match.";
        end
    end
    
end

Answer 1

[Tom Holz]

In a situation like this, I usually plan out the table I want to see in advance, and then create variables that I can use to create that structure in a single call to table. In this case, it looks like you want a single table with two columns, Text and Issuer, which you could create in a single call like this, assuming the variables were created correctly.

tbl = table(Text, Issuer);

Here is how I would create those variables:

% Define all the source documents.
documentList = [
    "Analyst Actions: Citigroup Cuts Fiverr International's Price Target to $22 From $31, Reiterates Neutral Rating";
    "Analyst Actions: JPMorgan Downgrades Beyond Meat to Neutral From Overweight, Cuts Price Target to $134 From $138";
    "Analyst Actions: Credit Suisse Raises Beyond Meat's Price Target to $125 From $115; Keeps Neutral Rating";
    "Analyst Actions: Oppenheimer Initiates Coverage on Beyond Meat With Perform Rating";
    "Analyst Actions: Morgan Stanley Trims GoPro's Price Target to $3.50 From $4.50, Maintains Underweight Rating";
    "GoPro downgraded by Zacks Investment Research to strong sell. $3.75 PT. (NASDAQ:GPRO)";
    "Analyst Actions: BofA Merrill Lynch Upgrades Fiverr International to Buy From Neutral";
    ];

% Define all the issuers.
issuerList = [
    "JPMorgan";
    "Citigroup";
    "Credit Suisse";
    "Oppenheimer";
    "Morgan Stanley";
    "Zacks";
    "BofA"
    "Merrill Lynch";
    "Bank of America"
    ];

% Create variables to store the table columns. The 'Text' column
% is simply the existing document list, but we will have to do
% some work to determine the issuer.
Text = documentList;
Issuer = strings(size(documentList));

% Loop through each issuer.
for k = 1:numel(issuerList)
    
    % Check to see which text(s) contain this issuer.
    ind = contains(Text, issuerList(k));
    
    % Assign this issue to the correct rows in the output table.
    Issuer(ind) = issuerList(k);
    
end

% Create the final table.
tbl = table(Text, Issuer);

If you find it confusing to loop over issuers, you can loop over documents instead, like this:

% Loop through each document
for k = 1:numel(documentList)
    
    % Check each issuer.
    for j = 1:numel(issuerList)
        
        % Assign the issuer only if it's present in the document string.
        if contains(documentList(k), issuerList(j))
            Issuer(k) = issuerList(j)
        end
        
    end
    
end

Either way, this leaves you with a 7x2 table with Text in the first column and Issuer in the second.

[Or Shem Tov]

Thank you very much!

Actually I understood the first method more, the second method has given me an output 7 times which contains the issuer list.

Much appreciation...

[Tom Holz]

Glad that worked for you.