Unison:Matching - Revision history

Admin at 23:20, 14 March 2024

2024-03-14T23:20:45Z

← Older revision		Revision as of 23:20, 14 March 2024
Line 10:		Line 10:

	==Getting Started==		==Getting Started==
	[[File:~~Unison_Sidebar_Matching~~.~~png~~\|link=]]		[[File:UNI_Dashboard_Menu_Matching.jpg\|link=\|200px]]

	The Matching Project is located under Projects > Matching.		The Matching Project is located under Projects > Matching.

Admin at 16:45, 5 May 2023

2023-05-05T16:45:19Z

← Older revision		Revision as of 16:45, 5 May 2023
Line 80:		Line 80:
	It's also important to ensure the '''Data Type''' matches the colmn type.		It's also important to ensure the '''Data Type''' matches the colmn type.

	To learn more about each ~~algorithms~~ and ~~an example~~, see: [[Matchcode Optimization:Accunear\|Matchcode Optimization - Accunear]]		*To learn more about each algorithm and see examples, see: [[Matchcode Optimization:Accunear\|Matchcode Optimization - Accunear]], and check any algorithm in the table of contents.
			*To view a description for each algorithm, see: [[SSIS:MatchUp:Algorithms\|MatchUp Algorithms]].
	To view a description for each algorithm, see: [[SSIS:MatchUp:Algorithms\|MatchUp Algorithms]]

Admin at 16:40, 5 May 2023

2023-05-05T16:40:26Z

← Older revision		Revision as of 16:40, 5 May 2023
Line 79:		Line 79:

	It's also important to ensure the '''Data Type''' matches the colmn type.		It's also important to ensure the '''Data Type''' matches the colmn type.

			To learn more about each algorithms and an example, see: [[Matchcode Optimization:Accunear\|Matchcode Optimization - Accunear]]

			To view a description for each algorithm, see: [[SSIS:MatchUp:Algorithms\|MatchUp Algorithms]]

Admin at 23:21, 18 October 2019

2019-10-18T23:21:59Z

← Older revision		Revision as of 23:21, 18 October 2019
Line 25:		Line 25:

	==Title and Description==		==Title and Description==
	[[File:Unison_1_TitleAndDescription.png~~\|upright=0.25~~\|link=]]		[[File:Unison_1_TitleAndDescription.png\|link=]]

	The first step to a Matching Project with Unison is to give it a name. Enter a '''Project Title''' and optionally a '''Project Description'''.		The first step to a Matching Project with Unison is to give it a name. Enter a '''Project Title''' and optionally a '''Project Description'''.

Admin at 23:21, 18 October 2019

2019-10-18T23:21:47Z

← Older revision		Revision as of 23:21, 18 October 2019
Line 11:		Line 11:
	==Getting Started==		==Getting Started==
	[[File:Unison_Sidebar_Matching.png\|link=]]		[[File:Unison_Sidebar_Matching.png\|link=]]

	The Matching Project is located under Projects > Matching.		The Matching Project is located under Projects > Matching.

Line 24:		Line 25:

	==Title and Description==		==Title and Description==
	[[File:Unison_1_TitleAndDescription.png\|link=]]		[[File:Unison_1_TitleAndDescription.png\|upright=0.25\|link=]]

	The first step to a Matching Project with Unison is to give it a name. Enter a '''Project Title''' and optionally a '''Project Description'''.		The first step to a Matching Project with Unison is to give it a name. Enter a '''Project Title''' and optionally a '''Project Description'''.

Admin: Created page with "{{UnisonNav |ServicesCollapse= }} {{CustomTOC}} The Unison by Melissa Matching Project can match and deduplicate multiple sets of record data. ==Getting Started== [[File:..."

2019-10-18T23:15:43Z

Created page with "{{UnisonNav |ServicesCollapse= }} {{CustomTOC}} The Unison by Melissa Matching Project can match and deduplicate multiple sets of record data. ==Getting Started== [[File:..."

New page

{{UnisonNav
|ServicesCollapse=
}}

{{CustomTOC}}

The Unison by Melissa Matching Project can match and deduplicate multiple sets of record data.

==Getting Started==
[[File:Unison_Sidebar_Matching.png|link=]]
The Matching Project is located under Projects > Matching.

There are five main steps to a Matching Project:
#[[#Title and Description|Title and Description]]
#[[#Add Input Sources|Add Input Sources]]
#[[#Column Mapping|Column Mapping]]
#[[#Match Configuration|Match Configuration]]
#[[#Finish|Finish]]

Click any of the links above to jump to that section or continue below.

==Title and Description==
[[File:Unison_1_TitleAndDescription.png|link=]]

The first step to a Matching Project with Unison is to give it a name. Enter a '''Project Title''' and optionally a '''Project Description'''.

When you create these you can also check the '''Make this a private project''' box to do so.

==Add Input Sources==
[[File:Unison_2_AddInputSources.png|link=]]

The second step is to add Input Sources.

These can be from a file on your computer or one you have previously uploaded. To upload a new file, drag it to the '''Drag file here or broswer''' box or click the '''browse''' link to open a system dialog to find the file you want to upload.

[[File:Unison_2_AddAnInput.png|link=]]

<h3 class="productfield">Preview Input</h3>
[[File:Unison_2_PreviewInput.png|link=]]
:Once you select a file, the '''Preview Input''' window will open. This will be automatically populated based on the source file.

:You can choose which columns to use by toggling them and change their '''HEADER''' names by entering a different name.

<h3 class="productfield">File Settings</h3>
[[File:Unison_2_FileSettings.png|link=]]

:Under File Settings you can modify the settings for your file. This includes specifying if your file has a header row, the type of delimiter, and enclosure.

==Column Mapping==
[[File:Unison_3_ColumnMapping.png|link=]]

The third step is Column Mapping. Here you choose which columns from your file(s) you want to:
*Passthrough
*Use for Matching
*Exclude

[[File:Unison_3_MappingSelection.png|link=]]

By default all columns are passthrough only. To change a column from passthrough to '''Use for Matching''', click the '''Passthrough Only''' button to toggle it for matching.

<span style="color:red;">You '''MUST''' have at least one column set as '''Use for Matching''' to continue.</span>

You can also click the '''x''' next to a field to exclude it. This can also be done in bulk by clicking the '''Remove all passthrough rows''' button at the bottom of the window. Be aware that this button will remove '''ALL''' columns listed as '''Passthrough Only'''.

<h3 class="productfield">Add Another Row</h3>
:You can choose to add another row to add another row. You must choose a column name from a file you uploaded and a column name for it.

==Match Configuration==
[[File:Unison_4_MatchConfiguration.png|link=]]

The fourth step is Match Configuration. Here you specify the matching method you want for each column you set as '''Use for Matching''' in the previous step.

It's also important to ensure the '''Data Type''' matches the colmn type.

==Finish==
[[File:Unison_5_Finish.png|link=]]

The fifth and final (or finishing?) step is to simply '''Run this project now'''. You can also '''Adjust Survivorship Rules''' or '''Adjust Golden Record Rules''' before you run the project.

[[File:Unison_5_JobStatus.png|link=]]

After you click '''Run this project now''' you'll see the '''Job Status''' page. This will show you the progress of your matching project as it runs.

Once it is finished running, you can click '''Show me the results''' to view the final results.

[[File:Unison_5_Results.png|link=]]

Viewing the '''Matching Results''' will show you which columns matched and what result codes they returned. Mouse over the codes to view their description.

[[Category:Unison by Melissa]]