transformations:match
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transformations:match [2020/03/25 07:37] – dmitry | transformations:match [2025/02/10 18:41] (current) – rework examples craigt | ||
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- | ===== Match ===== | + | {{ transformations: |
+ | ====== | ||
+ | Category: Transform / Advanced\\ | ||
- | This action goes through text values | + | \\ |
+ | =====Description===== | ||
+ | This action goes through text values in the source | ||
- | **Match modes** | + | \\ |
+ | =====Use cases===== | ||
+ | | ||
+ | | ||
+ | | ||
+ | | ||
+ | *Categorize products for an e-commerce site by converting long names to keywords within the names. | ||
+ | *Log file analysis for IT & Security by flagging keywords in system and network logs. | ||
+ | *Flag competitive brand names within customer comments. | ||
- | | + | \\ |
- | * //Starts with// - a lookup value is matched | + | =====Action settings===== |
- | * //Ends with// - a lookup value is matched | + | ^Setting^Description^ |
- | * //Fuzzy// - a lookup value is matched | + | |Column|Select the column in the current dataset that contains the values to match in the lookup table.| |
+ | |Lookup table|Select the dataset to be use for the lookup.| | ||
+ | |Lookup column|This setting appears once the //Lookup table// has been selected. | ||
+ | |Match mode|Options: | ||
+ | |Case sensitive match|When checked, text case must match in the lookup values.| | ||
+ | |If not matched|Choose how unmatched values are handled. | ||
+ | \\ | ||
+ | ====Match mode settings==== | ||
+ | ^Mode^Description^ | ||
+ | |Contains|A | ||
+ | |Starts with|A lookup value is returned | ||
+ | |Ends with|A lookup value is returned | ||
+ | |Fuzzy|A lookup value is returned | ||
+ | |Max. edit distance|This setting appears when the // | ||
- | ===See also=== | + | \\ |
+ | =====Remarks===== | ||
+ | In the case of multiple matches, an arbitrary match is taken (in no particular order) and other matches are ignored. | ||
+ | |||
+ | \\ | ||
+ | =====Examples===== | ||
+ | ====Example #1==== | ||
+ | >Flag and categorize potential issues within customer comments. | ||
+ | |||
+ | ===Before (source table)=== | ||
+ | Table 1: Table of customer comments. | ||
+ | ^Comment^ | ||
+ | |Item arrived broken.| | ||
+ | |No comments.| | ||
+ | |My order is late again!| | ||
+ | |||
+ | Table 2: Lookup table | ||
+ | ^Issue list^ | ||
+ | |refund| | ||
+ | |late| | ||
+ | |broken| | ||
+ | |||
+ | ===After (result table)=== | ||
+ | ^Comment^ | ||
+ | |**broken**| | ||
+ | |No comments.| | ||
+ | |**late**| | ||
+ | |||
+ | ===Action parameters=== | ||
+ | >Column: Source text (Table 1) | ||
+ | >Lookup table: Table 2 | ||
+ | >Lookup column: Issue list (Table 2) | ||
+ | >Match mode: Contains | ||
+ | >If not matched: Keep existing value | ||
+ | |||
+ | \\ | ||
+ | ====Example #2==== | ||
+ | >Flag and categorize potential fraudulent transactions in a financial institution. | ||
+ | |||
+ | ===Before (source table)=== | ||
+ | Table 1: Text value to match. | ||
+ | ^Transaction summary^ | ||
+ | |Wire transfer to unknown receipient| | ||
+ | |Mobile check deposit| | ||
+ | |Scheduled transfer from checking| | ||
+ | |||
+ | Table 2: Lookup table | ||
+ | ^Fraud flags^ | ||
+ | |lottery| | ||
+ | |wire| | ||
+ | |gift card| | ||
+ | |||
+ | ===After (result table)=== | ||
+ | ^Transaction summary^ | ||
+ | |**wire**| | ||
+ | |Mobile check deposit| | ||
+ | |Scheduled transfer from checking| | ||
+ | |||
+ | ===Action parameters=== | ||
+ | >Column: Source text (Table 1) | ||
+ | >Lookup table: Table 2 | ||
+ | >Lookup column: Fraud flags (Table 2) | ||
+ | >Match mode: Contains | ||
+ | >If not matched: Keep existing value | ||
+ | |||
+ | \\ | ||
+ | ====Example #3==== | ||
+ | >Return a Lookup value contained within the Source text value.\\ | ||
+ | |||
+ | ===Before (source table)=== | ||
+ | Table 1: Text value to match. | ||
+ | ^Source text^ | ||
+ | |Motorola| | ||
+ | |||
+ | Table 2: Lookup table | ||
+ | ^Lookup values^ | ||
+ | |tor| | ||
+ | |Moto| | ||
+ | |rola| | ||
+ | |Motrola| | ||
+ | |||
+ | ===After (result table)=== | ||
+ | ^Source text ^ | ||
+ | |**tor** | ||
+ | |||
+ | **Action parameters: | ||
+ | >Column: Source text (Table 1) | ||
+ | >Lookup table: Table 2 | ||
+ | >Lookup column: Lookup values (Table 2) | ||
+ | >Match mode: Contains | ||
+ | >If not matched: Make empty | ||
+ | |||
+ | \\ | ||
+ | =====Community examples===== | ||
+ | * [[https:// | ||
+ | * [[https:// | ||
+ | * [[https:// | ||
+ | |||
+ | \\ | ||
+ | =====See also===== | ||
* [[transformations: | * [[transformations: | ||
- | * [[syntax: | + | * [[syntax: |
- | * [[syntax: | + | * [[syntax: |
- | * [[syntax: | + | * [[syntax: |
- | * [[syntax: | + | * [[syntax: |
transformations/match.1585136229.txt.gz · Last modified: 2020/03/25 07:37 by dmitry