Configuring the preparation
About this task
Procedure
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To correct the country names, use the fuzzy matching function.
- Select the column: delivery_country.
- In the right panel, select Column and start typing fuzzy matching.
- Select the function Standardize value (fuzzy matching).
- Set the Match threshold to Default (> 80%).
- Click Submit. The step is added to the preparation steps in the left panel and the country names are corrected. For example, United Staates is replaced by United States.
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To convert the country codes, use a conversion function. The
delivery_country column is still selected.
- In the right panel, select Column and start typing convert.
- Select the function Convert country names and codes.
- Set From to ISO country code and To to English country name.
- Click Submit. The country names are converted. For example, CA is replaced by Canada.
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To correct the TIN, use the lookup feature.
It lets you match the data from the current preparation with a reference dataset. For more information, see the Dynamically using the data from another dataset.You need to associate matching columns.
- Select the column: customer_id. In this example, this column is the matching one.
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Click the lookup icon above the right panel.
The Lookup panel opens as the right panel.
- Click Select dataset.
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Select the reference dataset and click Select.
You are back to the Lookup panel and the
reference dataset is displayed below the preparation.
- In Current preparation and Lookup dataset, select customer_id.
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Select the column from the reference dataset to be added to the
preparation.
In this example, you want to correct the TIN. You need to select customer_tax_id.
- Click Submit. The step is added to the preparation steps in the left panel.
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