Target Matching in Zoho DataPrep

Target Matching

Target matching allows you to set a target and align the source dataset to match with your target before exporting data. You can attach a target dataset to match the column structure, formats, and the data types in the existing source dataset. This helps you ensure seamless exporting of high quality data to your destination.

Target matching happens before the data is exported to the destination. This way the schema or data model errors that could cause export to fail are caught beforehand preventing export failures.

Steps to perform Target Matching

You can apply target matching using the Target Matching icon from the upper right corner in the DataPrep Studio page. 

You can begin the target matching steps by attaching the target dataset to the current dataset.

1. Click the Target Matching icon and select Attach a new target option from the context menu. 

2. Choose the data source in which the target is available. You can choose one of the existing datasets from the current workspace.

Note: Other data sources such as, Cloud databases will be available soon.

3. The target's data model is displayed above the existing source dataset. The columns in the source dataset are automatically aligned to match the columns in the target dataset, if found.

Target matching displays the different icons and suggestions on the matched and unmatched columns. You can click on these suggestions to quickly make changes to match the existing column with the target column.

4. After attaching the target, you can choose one of the options below using the Target Matching icon:
  1. Refresh target - In case of any updates in the target dataset, you can use this option and refresh the target.
  2. Pause target - This option will temporarily remove the target from the source dataset.
  3. Resume target - Using this option you can resume the paused target dataset.
  4. Hide target - This option hides the target data under the source dataset.
  5. Show target - Using this option you can unhide the target dataset if it is hidden.
  6. Remove target - This option permanently removes the target dataset from the source dataset, but you can always attach a target using the Attach a new target option. 

5. All the columns in the source dataset are displayed in the grid by default. However, you can click the All columns drop down and apply the available filter options to view the mismatched and unmatched columns with your target.

Here are the available filter options,

All columns : All the columns, matched, mismatched, and unmatched columns in the source dataset are displayed.

Error columns : This options filters all the columns from the source dataset having errors after target matching.

Unmatched columns : This option filters the columns in the source dataset that do not match the columns in the target.

When using the unmatched columns filter, you can toggle the Show only mandatory columns option to see if there are any mandatory columns and include them.

Data type mismatch : This option filters the columns from the source dataset having data types that do not match the columns in the target.

Data format mismatch : This option filters columns from the source dataset having data formats that differ from those in the target dataset.

Constraint mismatch : This option filters the columns that do not match the data type constraints of the columns in the target. To know how to add constraints for a column, click here.

Mandatory columns mismatch : This option filters the columns that are mandatorily required in your target.

Data size overflow warnings : This option filters the columns with data exceeding the maximum size allowed in the target.

Note: The Data size overflow warning is only applicable to database targets.

6. The View summary option appears once the target is attached. Click the View summary link to get an overview of the Target match errors on the unmatched columns and error columns. 
  1. The Target match errors section shows the errors and the number of columns associated with each error. 
  2. The section at the top lists the error categories along with the number of errors in each category.
  3. You can click them to filter errors related to each category in the panel.
  4. In the default view, all columns are displayed. However, you can click any error category and get a closer look at the columns or view the error columns alone by selecting the Show only errors check box. 
  5. Your filter selection in the Target match errors panel will also be applied on the grid in the DataPrep Studio page. 

For the unmatched columns filter, you can select the Show only mandatory columns checkbox if you want to ignore non-mandatory columns.


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