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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

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

Records

Total records from each data source. Default: REC_COUNT.

Uniques

Total number of records matching no other record. 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

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

Note that 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.

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

  1. Select the AO Match Report by Source icon, and then select the Input tab on the Properties pane.

  2. Select Match ID and select the field containing the match ID generated by the upstream matching process.

  3. Select Source and select the source name, typically assigned using an upstream AO Define Source macro.

  4. Select Priority and select the match rank priority field (assigned by upstream AO Define Source).

  5. Optionally, select Suppress flag and select the suppression flag field.

  6. Optionally, select the Output tab and edit output field names.

  7. 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 select a field to be used as final tie-breaker, and then select Order 1 and select Ascending or Descending sort order. You may add up to three tie-breaker fields.

  8. Optionally, go to the Execution tab, and then set Web service options.

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