Join of sources

This new functionality will allow you to join sources vertically, so you will be able to centralize information from sources with a different design but containing the same information.

How does the Join of Sources work?

This functionality allows you to join different sources of information, one below the other mainly with the following objectives:

• In order to join or enrich a single source to perform a reconciliation that contains the same structure.

• In the event that the structure (number of columns, change in titles, etc) of a source changes over time.

Before setting up a source join, you must make sure that the columns you will use from the original sources have the correct data format.

You can change the column format from the original source or during the initial setup of the join, but not afterwards.

You can change the data format of columns you create later directly in the join.

How does the Join of Sources work?

Step 1 - Select the join of sources

You must select the join of sources icon that appears at the top right of the source module.

Step 2 - Choose the name of the source union

Give a name to the join of sources.

Step 3 - Select the first source

Select the first source you are going to add.

In order to allow you to select a source, it must already contain uploaded files.

Step 4 - Select reconcilable group (optional)

You can select a reconcilable group created in the source if you want Simetrik to only take the data from this group at the time of the join.

Step 5 - Choose the first column

Select the column of the first source you want to be part of this join of sources.

Here you can change the name with which you want the column in the join of the source to be named, if you don't want to change it Simetrik will automatically inherit the name of the first mapped column.

Step 6 - Choose the second source

Select the second source with which you will make the join, repeating the steps performed with the first source. Remember that the columns you associate must have the same format.

Step 7 - Choose the column of the second source

Add your second source column.

The columns selected between source 1 and source 2 must contain the same formatting, here you can adjust the formatting of each column.

Additionally, you can deactivate one or more columns, so Simetrik will omit the data belonging to the source of the deactivated column.

Keep in mind

If a column from a source is active and you have already saved the new source join, you cannot disable this column since the final source would already have records saved.

You can repeat the process of adding columns between source 1 and source 2 according to the number of columns you want to join.

Step 8 - Save the new source

Click on the "Save new source" button.

Keep in mind

If you deactivated a column, when you save the new source you will get a pop up like in the image. Click the Disable Columns option.

Now you have a new source with the join made, here Simetrik shows you the details of the source to which each of your records corresponds.