In the Join panel, you can join your current dataset with another dataset or recipe based upon information that is common to both datasets. For example, you could join together two sets of regional sales data based upon the product identifiers that they both use to track sales. In the Search panel, enter join datasets or select from the toolbar.

Tip: Depending on the types of operations you need to perform, you may need to perform joins earlier or later in your recipe. For more information, see Optimize Job Processing.

Before You Begin

Step 1 - Select Dataset

In the Search panel, enter join.

In the Choose Datasets to Join dialog, select the dataset that you wish to join with your current dataset.

Select dataset to join

You can use the Data tab to preview the data in the selected object.

NOTE: You must have read access to the object to join it to your dataset.

Step 2 - Select Join Conditions

In the next step, you specify the type of join and one or more join keys.

Specify join type and join keys.

Join type:

From the drop-down, select the type of join to apply. For more information, see Join Types below.

Join keys:

In the above image, the platform has determined that the item number (Item_Nbr) field of Region 1 data and the item number (ITEM_NBR)  field from REF_PROD should be used as the keys for performing the join.  

Edit keys:

By default, matches between join keys are performed on a strict, case-sensitive matching between key values in the selected columns. In some cases, it may be useful to loosen the conditions under which matches are found.

These following options are applied to the join key columns in both sources to attempt to find matches. After the join is executed, no data in either column is changed based on these selections.

fuzzy match

Use a fuzzy matching algorithm for key value matching.

Tip: Use this option to perform fuzzy join matching of primary keys between datasets.

Fuzzy matching uses the doublemetaphone algorithm for matching strings (keys). Both primary encodings of each key value must match. See DOUBLEMETAPHONEEQUALS Function.

Ignore caseIgnore case differences between the join key values for matching purposes.
Ignore special charactersIgnore all characters that are not alphanumeric, accented Latin characters, or whitespace, prior to testing for a match.
Ignore whitespaceIgnore all whitespace characters, including spaces, tabs, carriage returns, and newlines.

Join Key Summary:

You can use these metrics to identify the likelihood of accurate matching between the join keys and the row count generated in the output.

Click Next.

Step 3 - Select Output Columns

From the selected datasets, you can specify the columns to include in the output.


Select output columns

Select columns:

Review the list of available columns, which are displayed for both sources. 

Advanced options

Name prefixes

You can apply prefixes to column names in the joined dataset, which can be helpful for tracking the source of a column in complex datasets. For example, you may wish to prepend each column from a dataset called, salesRegion01 with the prefix: sR01.

Dynamically updating Joins

After you have joined in another set of data, subsequent changes to that data can be automatically reflected in the output of the join: 

NOTE: After you add your join to the recipe, if the data grid is empty, then the keys that you specified in the join may not have a match in the currently selected sample. You should revisit the keys used in your join. If the join still generates an empty grid on the current sample, you should collect a new sample. See Samples Panel.

Tip: If you must freeze the data in the dataset that you are joining in, you should create a copy of the dataset as a snapshot and join in the copy. See Dataset Details Page.

To join in the copy, edit the join and change the source that is being joined. See Fix Dependency Issues.

Click Save and Continue.

After you have selected your columns and any advanced settings, click Review.

Step 4 - Review Join

Review the join that you have specified. To modify any aspect of it, click Edit.

Review join

To add the specified join to your recipe, click Add to Recipe.