Match Type options are additional mapping options that enhance the flexibility of scanning the mapped tables. Match Type options define a search pattern for the different roles and broaden the system’s ability to extract the desired table even if elements in this table have changed.
The “Match Type” option enables the tool/table to capture cell values that are not quietly the same.
“Match Types” arguments, listed from least to most flexible search types:
- Value – The expected value will be exactly the same as the value of the cell that was mapped.
- List – In case you have a variation in one of the cell’s values between different version of your file, you can create a list of acceptable values.
- Example: The header’s value in this version of the table, located in cell B6, is “Line Item”. However, in other versions of the file this cell’s value can have a slight variation in value (e.g. lower-case letters: “line item”). Choosing Match Type: List, then insert a list of acceptable values for this header. It will allow the following/previous versions to be extracted successfully as well.
- Location – Use this option when the cell value changes (or might change) throughout versions, but the location of the cell stays the same.
- Example: The cell's value is a date that changes daily/every version, but its location stays the same.
- Regex – Extract values based on a textual or numerical pattern. Regex is a textual syntax for representing patterns for matching text.
- Clicking on Suggest will assist you to write a valid regex pattern or contact your Success Manager for further assistance.
- Example: The cell’s values is “As of date 1.1.2018”. The constant terminology is “As of date” and the date can change. Using the regex option, we can extract any cell that has “As of date” in it.
- Any Text – Used for tables that have constant headers along with some headers that vary between versions and do not have any common identifiers. Mostly relevant for the dimension role, “Any Text” will scan for any possible header values.
- Note: It is the least recommended argument because it takes the longest processing time.
- Example: A table has fixed headers in the first 2 columns (Category & Line Item) and following them varied columns (Department Names).
- Mapping is as follows:
- To capture data from 2 tabs, select “All Sheets” (the default option).
- For the fixed columns (Category & Line Item, B3-C3) assign the Header role.
- Select the department columns (D3-F3).
- Assign a Dimension role.
- Select Any Type as the match type.
Name the dimension as Department
- Click on OK
In the generated preview you will be able to see the data for the current sheet only. When you access the extracted data from the Insights tab or when querying the data, you will be able to select the relevant data by choosing the tab it was scanned from (using the “Worksheet (tab)” element of an Insights widget).