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KiwiPete
Frequent Visitor

Table.FuzzyNestedJoin threshold producing inconsistent reslts

Hi All.

I have a need to join two client system extracts where the keys don’t exactly match.

Each table has PolicyNo, FirstName, LastName fields, data patterns are like

 

999991,Joe,Bloggs  --matches--  AAA999991xx,Joe,Bloggs
999991,Joe,Bloggs  --matches--  AAA999992xx,Mary,Bloggs
88188,An,Other  --matches--  BBB88188,Anne,Other
88188,John,Smith  --matches--  CCC88188,John,Smithe

 

I am getting good results using Table.FuzzyNestedJoin joining on all three fields with a Threshold setting of .7, when using a filtered test dataset (1000 records). 999991,Joe,Bloggs produces the necessary two matches AAA999991xx,Joe,Bloggs and AAA999992xx,Mary,Bloggs.

 

But when I scale up across the entire records (6K records table1, 1.5M table2) using the same code,  {999991,Joe,Bloggs} only returns the AAA999991xx,Joe,Bloggs match.

 

Reducing the threshold to .5 produces many false matches e.g. {999991,Joe,Bloggs} returns additional hits such as BBB999991xx,Will,Robinson and 999991,Zachary,Smith but the important AAA999992xx,Mary,Bloggs match is missing.

Reducing the threshold further to say .3, {999991,Joe,Bloggs} produces a large number of false matches, but does produce the important AAA999992xx,Mary,Bloggs match.

 

So questions are:

  1.   Is this to be expected? Does the threshold somehow work like an average across the entire record set so each record is compared against a balance of the other records?
  2. Is there a way to return the threshold score for each match – this would help determine the right threshold setting?
  3. Is there another approach that maybe I should be taking?

Thanks for your help

1 REPLY 1
v-kelly-msft
Community Support
Community Support

Hi @KiwiPete ,

 

Check the reference below:

https://www.poweredsolutions.co/2019/03/26/fuzzy-matching-in-power-bi-power-query/

 

Best Regards,
Kelly

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