Data Deduplication with QGate Paribus Family

Managing the Information Columns – Converting Picklist Codes

Summary: Some systems hold the codes of picklist fields and not the text value displayed in the CRM table/entity being cleansed.
Article Type: How-To Guide
Related Product(s): This article relates to the following products:

  • Paribus Discovery
  • Microsoft Dynamics CRM/365 (Delete as appropriate)
  • Infor CRM (Delete as appropriate)
  • Saleslogix (Delete as appropriate)
  • Sage (Delete as appropriate)


Introduction

For the reviewers of Paribus Discovery Match Results having information columns that speed up the decision are important. The information columns displayed are controlled in the Data Set.

Data Set Definition
Fig 1

As well as adding standard fields the information displayed can be enhanced further.

Converting Picklist Values

Some systems hold the codes of picklist fields and not the text value displayed in the CRM table/entity being cleansed.  This means that sometimes the code will be displayed when selecting a picklist field.

Figure 2
Fig. 2

The reviewer will wish to see the text value.  Where it is not available directly, a SQL Case statement can be used within the Information Column selection to convert the codes to text values as shown in example below.

CASE contact.gendercode

WHEN  1 THEN ‘Male’

WHEN  2 THEN ‘Female’

END as Gender

For example, it would be added as follows:

End as Gender
Fig. 3

This change will result in a more informative value being displayed in the review:

Gender Female
Fig. 4

 Related Resources:
Further Information:


See the Paribus Help Center User Guidelines for important considerations of use.