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Simetrik Academy (EN)
  • 🏡Simetrik Academy
  • 📺Youtube • Simetrik
  • 🚀What's new
    • Transformations improvement
    • Groupings
      • Cumulative groupings
    • Crossover rules
    • Link to Quicksight
    • Archive reconciliations
  • 🦮Quick guide
    • Create your first reconciliation
    • Accounts and workspaces
      • Account creation
      • Auth0 Guardian Authentication
    • 1. Prepare your sources
    • 2. Configure your crossover
    • Glossary
    • Folder manager for sources, reconciliations and dashboards
    • 3.Check your results
  • 📄Sources
    • Uploading TXT files
    • Sources management
    • Updating sources
    • What can you find in your source?
      • Automatic duplicates column
      • Automatic columns
      • Applying Filters
      • Reconcilable Groups
      • Groupings
      • Transformation columns
      • Duplicate columns
    • Deleting multiple files
    • Automatic columns
    • Join of sources
  • 🔁Reconciliations
    • Creation of crossover keys
    • Collisions
    • Modification of crossover keys
    • Reconciliation sweeps
    • Sweep robustness
    • Tolerance and non-equal keys
    • Edit reconciliation
    • Manual reconciliations
    • Crossover Types Configuration
    • Chained reconciliation
    • Reconciliation tables
    • VLookUp column
    • Validation of amounts in Manual Reconciliation
    • Record adjustment
    • Archive reconciliations
    • Multiple manual reconciliations
    • Reconciliation Folders
    • Status of a reconciliation
  • 📊Dashboards
    • Dashboards name edition
    • Reconciliation Percentage
    • Custom dashboard
    • Pivot table
    • Delete Dashboard
  • 🔔Alarms
    • Alarms and notifications
  • 🔌Integrations
    • What is an integration?
    • Types of input integration
      • SFTP
  • Training session
    • Training of Trainers
  • FAQ & Tips
    • ❔FAQ
    • 🎇Tips
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On this page
  • How to setup Tolerances
  • Step 1 - Set the crossover keys
  • Step 2 - Set the tolerance
  • Setting up non-equal keys
  • Step 1 - Set the crossover keys
  • Step 2 - Configure the criteria of the crossing keys

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  1. Reconciliations

Tolerance and non-equal keys

Tolerance and non-equal keys are a functionality found in the crossover configuration.

How are tolerance and non-equal keys used?

In some reconciliations, the crossover keys are not exactly equal, either because they are not strong enough to reconcile equal values or because sometimes the information accepts some small differences in the reconciliation.

As explained in previous articles, each of the sweeps can contain several keys, where the user can create different logics. Each of these generates a condition that must be met for the reconciliation to be effective. However, the reconciliation does not always behave in a strict and constant way, and this is how tolerance and non- equal keys become relevant.

This can generate collisions, which depending on your reconciliation process, may be required or may be inconvenient.

How to setup Tolerances

Step 1 - Set the crossover keys

To configure Tolerances, go to the Configure Crossover section and select or drag the columns you want to reconcile from each source to create the reconciliation keys.

Step 2 - Set the tolerance

Once they are created, apply a tolerance value on which the system can search for matching values. Tolerances can be entered or selected by clicking the range button.

Note: tolerances can be set with positive and negative numbers.

Setting up non-equal keys

Step 1 - Set the crossover keys

Go to the Configure Crossover section and select or drag the columns you want to reconcile from each source to create the reconciliation keys.

Step 2 - Configure the criteria of the crossing keys

Click on the drop-down list and choose a criterion other than "equal", with which you will be able to compare the created crossover keys. The available options are:

  • [!=] different from

  • [-=] contains (looks for the value of a data within the column of another data)

  • [>=] greater or equal to

  • [>] greater than

  • [<=] less than or equal to

  • [>] less than

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Last updated 2 years ago

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