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Create a Merged Table

Merge two or more tables based on specified matching and merging criteria.

Overview

This procedure generates a merged table by combining data from multiple tables based on user-specified merge criteria. You can designate a master table and a working table and define how rows should be matched (exact or fuzzy match). Additionally, you can configure which columns to include or exclude, how to treat similarly named columns, and whether to sort the columns in the final output.

Syntax

Below is a line-by-line overview of the automation syntax. Expand each line to learn more.

create a merged table

What does it do?

Begins the procedure to merge tables using the specified parameters.

the tables are

What does it do?

References the tables to be merged.

the master table x

What does it do?

Specifies the table with which other tables will be merged. This table serves as the base for the merge operation.

the working table is y

What does it do?

Specifies the secondary table to be merged into the master table. This is considered when fuzzy or exact match columns are specified.

the master fuzzy match columns are "column1", "column2", "column3"...

What does it do?

Defines columns in the master table to use for fuzzy matching.

the working fuzzy match columns are "column1", "column2", "column3"...

What does it do?

Defines columns in the working table to use for fuzzy matching.

the master exact match columns are "column1", "column2", "column3"...

What does it do?

Defines columns in the master table to use for exact matching.

the working exact match columns are "column1", "column2", "column3"...

What does it do?

Defines columns in the working table to use for exact matching.

the similar columns are "column1", "column2", "column3"...

What does it do?

Specifies similarly named columns to consider for merging.

the excluded columns are "column1", "column2", "column3"...

What does it do?

Specifies columns to exclude from the final merged table.

the blacklist table is b

What does it do?

References a table containing rows that will be excluded from the merged table.

the sort columns is {"on" | "off"}

What does it do?

Determines whether the columns in the final merged table are sorted alphabetically.

Examples

1. Create a Basic Merged Table

2. Create a Merged Table with Similar and Excluded Columns

3. Create a Merged Table without Sorting Columns

4. Create a Merged Table with Fuzzy and Exact Match Merge

Where does it go?

This phrase should be written on a new line.

Is it required?

βœ… Yes β€” This phrase is required.

Does it require data?

❌ No β€” This phrase does not require data.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Table References need to be provided.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace x with a reference to a table.

Example

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace y with a reference to a table.

Example

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace column1, column2, column3, etc. with the names of the columns.

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Replace b with a reference to a table.

Example

Where does it go?

Indented under create a merged table with.

Is it required?

❌ No β€” This phrase is optional.

Does it require data?

βœ… Yes β€” Use either "on" or "off". Default value is "on", if not specified.

Example

the master table is the above
the working table is the above
create a merged table with
    the tables are the above tables
create a merged table with
    the tables are the above tables
    the excluded columns are "FRIEND", "FOE"
    the similar columns are "ALIAS" and "NAME", "MONEY" and "WORTH"
create a merged table with
    the tables are the above tables
    the sort columns is "off"
open a master table at "s3://my-bucket/data/master_table.xlsx"
open a working table at "s3://my-bucket/data/working_table.xlsx"
open a blacklist table at "s3://my-bucket/data/blacklist_table.xlsx"
create a merged table with
    the master table
    the working table
    the master fuzzy match columns are "name", "age"
    the working fuzzy match columns are "nom de guerre", "life span"
    the master exact match columns are "address"
    the working exact match columns are "location"
    the blacklist table
the blacklist table is the above
the sort columns is "off"