AO Match Report by Source

This reporting macro is designed to categorize all matches and give counts. Advanced Object (AO) Match Report by Source takes a single stream as input and produces a single output categorizing all matches and giving counts by priority value and type of match. The input table must have Source, Priority, and Match ID predefined. In addition, you may supply some "tie breaker" logic for refining the match priority of records within a match group.

An example output:

Reported ID	Source	Priority	Suppress	Record Count	Unique Count	Single Master Count	Single Dupe Count	Multiple Master Count	Multiple Dupe Count	Suppress Master Count	Suppress Dupe Count
IND_ID	MASTER	1	N	5088	435	93	110	2339	2111	111	15
IND_ID	UPDATE	10	Y	4912	454	75	94	0	4289	215	191
	TOTAL			10000	889	168	204	2339	6400	326

AO Match Report by Source configuration parameters

AO Match Report by Source has three sets of configuration parameters: Input, Output, and Master.

AO Match Report by Source Input tab

Parameter	Description
Match ID	(Required) For correct reporting, this will assume empty (null) values are Unique (U) and calculate single source only matches (S) and multi source matches (M) based on the Source value. Default: blank
Source	(Required) Source name, typically assigned using AO Define Source. Default: `SOURCE_NAME`
Priority	(Required) Match Rank Priority value. This is typically assigned using AO Define Source and determines a record's position in a match group. This will determine which source receives the "Master" designation in multi source matches. If you have used AO Match Append Info already, use the output Group Order field as the priority. This will eliminate the need for tie-breakers. Default: `PRIORITY`
Suppress flag	Indicates that the record is from a source used for suppression (value should be Y or N). Default: blank

AO Match Report by Source Output tab

Counts

Parameter	Description
Records	Total records from each data source. Default: `REC_COUNT`
Uniques	Total number of records matching no other record. Default: `UNIQUE_CNT`
Single-source masters	Total number of records matching only within a single source (single source masters). Default: `SINGLE_MSTR_CNT`
Multi-source masters	Total number of records that are the first record of a group matching only one source (multi-source masters). Default: `MULTI_MSTR_CNT`
Suppressed masters	Total number of records that are the first record of a group matching a suppression source. Default: `SUPPRESSED_MSTR_CNT`
Single-source dupes	Total number of presumed duplicates (records 2 through N) of groups matching only within a single source (single source duplicates). Default: `SINGLE_DUPE_CNT`
Multi-source dupes	Total number of presumed duplicates (records 2 through N) of groups matching more than one source (multi-source duplicates). Default: `MULTI_DUPE_CNT`
Suppressed dupes	Total number of presumed duplicates (records 2 through N) of groups matching a suppression source. Default: `SUPPRESSED_DUPE_CNT`

Match ID

Parameter

Description

Append reported ID?

If selected, outputs the name of the ID used to generate the values.

Default: yes

Reported ID

ID field name.

Default: REPORTED_ID

AO Match Report by Source Master tab

Values in text fields sort in alphabetical order, even if the characters are numbers. Numbers are sorted by the first digit, then by the second digit, and so on, instead of by the numeric values. Thus "12" will appear before "7". Check data types or use leading zeros ("07") to ensure correct tie-breaking. Most text fields have a limit of 100MB.

Field	Description
Random priority	Uses random sorting as final tie-breaker. This option may generate different results for each run. If this is option is not selected, the final tie-breaker is the input record order. Default: no
Tie-breaker field 1	The first field used to break priority ties. Default: blank
Order 1	If ASCENDING, then lower values of Tie-breaker 1 field will have higher priority. Default: ASCENDING
Tie-breaker field 2	The second field used to break priority ties. Default: blank
Order 2	If ASCENDING, then lower values of Tie-breaker 2 field will have higher priority. Default: ASCENDING
Tie-breaker field 3	The third field used to break priority ties. Default: blank
Order 3	If ASCENDING, then lower values of Tie-breaker 3 field will have higher priority. Default: ASCENDING

Configure AO Match Report by Source

Select the AO Match Report by Source icon.
Go to the Input tab on the Properties pane.
Select Match ID and choose the field containing the match ID generated by the upstream matching process.
Select Source and choose the source name, typically assigned using an upstream AO Define Source macro.
Select Priority and choose the match rank priority field (assigned by upstream AO Define Source).
Optionally, select Suppress flag and choose the suppression flag field.
Optionally, select the Output tab and edit output field names.
Optionally, select the Master tab and configure master record options:
- Select Random priority to use random sorting as final tie-breaker rather than input record order.
- Select Tie breaker field 1 and choose a field to be used as final tie-breaker.
- Select Order 1 and choose Ascending or Descending sort order. You may add up to three tie-breaker fields.
Optionally, go to the Execution tab, and then set Web service options.