Pentaho/Contact Zone:MatchUp Tutorial

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← Contact Zone

← Data Quality Components for Pentaho

MatchUp Navigation
Advanced Configuration
MatchUp Tabs
Field Mapping
Source Pass-Through Columns
Lookup Pass-Through Columns
Output Filter
Matchcode Editor
Matchcode List
Component List
Component Properties
Expression Elements
Result Codes

The following steps will guide you in the basic usage of MatchUp.

Add Component

To add MatchUp to your project, drag the component onto the Data Flow screen. This will snap the MatchUp Component into your workflow space.

PENT MatchUp Tutorial Component.png

Connect Input

Select a data flow source for your input data. Many formats can be used as sources, including Excel files, flat files or Access Input data sources. Connect this data source to the MatchUp Component by dragging the arrow from your data flow source to the MatchUp Component.

PENT MatchUp Tutorial Source.png

Configure Component

Double click the MatchUp Component to bring up the interface.

Advanced Configuration

Click the Advanced Configuration button on the bottom of the window.

Set up the MatchUp Advanced Configuration. See Advanced Configuration.

Matchcode Tab

Select the matchcode you want to use from the drop-down menu. If you need a customized matchcode, you may create your own by using the Matchcode Editor.

PENT MatchUp Matchcode.png

Field Mapping Tab

Designate the input columns to be matched against the lookup columns.

PENT MatchUp FieldMapping.png

Options Tab

Designate any special naming for the output columns, select the lookup options (e.g. whether to suppress or intersect), and select any Golden Record algorithms.

PENT MatchUp Options.png

Source Pass-Through Columns Tab

Select any columns to pass through to the output table unprocessed. If you choose to use Survivor Pass, you can consolidate column data from any matching record(s) into a single output record.

PENT MatchUp SourcePass.png

Lookup Pass-Through Columns Tab

Select any columns that should appear in the Lookup output stream.

PENT MatchUp LookupPass.png

Output Filter Tab

You can specify the filter from the drop down or you can also create your own custom filter.

PENT MatchUp OutputFilter.png

Connect Output

Add data destinations for downstream output. Connect the respective output filter pin to the output destination.

PENT MatchUp Tutorial Output.png

Save Settings

Click File and select Save as to save the project.

PENT Tutorial Save.png

Run Project

Now, the project is ready to run. It is possible to observe in real time as records flow from your input source through the MatchUp Component and pipe output source depending on the filtering options.