SSIS:MatchUp Tutorial

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MatchUp Navigation
Overview
Editions
Tutorial
Advanced Configuration
On-Premise
MatchUp Tabs
Matchcode
Field Mapping
Options
Golden Record
Custom Expression Elements
Survivorship/Pass-Through
Lookup Pass-Through Columns
Output Filter
Matchcode Editor
Matchcode Evaluation
Matchcode List
Component List
Component Properties
Algorithms
Matchcodes Overview
Component Combinations
Blank Field Mapping
Mapping
Optimization
Swap Matching
Result Codes
Result Codes



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

Advanced Configuration

In the MatchUp Component, navigate to File > Advanced Configuration.

SSIS MU Advanced OnPremise.png

Set up the MatchUp Advanced Configuration. See Advanced Configuration.


Add Component

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

SSIS MU Tutorial Component.png


Connect Input

Select a data flow source to be 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.

SSIS MU Tutorial Source.png


Configure Component

Double click the MatchUp Component to bring up the interface.

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.

SSIS MU Matchcode.png

Field Mapping Tab

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

SSIS MU 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.

SSIS MU Options.png

Survivorship/Pass-Through Tab

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

SSIS MU SurvivorshipPassThrough.png

Lookup Pass-Through Columns Tab

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

SSIS MU LookupPassThrough.png

Output Filter Tab

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

SSIS MU OutputFilter.png


Connect Output

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

SSIS MU Tutorial Output.png


Save Settings

Click File and select Save Selected Items to save the project

SSIS Tutorial Save.png


Run Project

Now, the project is ready to run.