Hi everyone
I have a data set (A) I need to overlay with another data set (B). Data set A has Case number, theme and issue data. Data set B has this too, but a fourth column which includes a 'fix'.
I need to identify which records in dataset A can have a fix applied to it, based on a match between case numbers, themes and issues. Example below:
Data set A (my data)
| Case Ref | Theme | Issue |
| 001 | Affordability | Affordability not assessed |
| 001 | Complaint | Complaint not identified |
| 002 | Fees | Excessive fees |
| 003 | Fees | High interest |
Data set B (has the fix)
| Case Ref | Theme | Issue | Fix |
| 001 | Affordability | Affordability not assessed | Fix_001 |
| 001 | Probing | Insufficient probing | Fix_002 |
| 002 | Fees | Excessive fees | Fix_003 |
| 003 | Fees | High interest | Fix_004 |
How might I identify instances where case ref, theme and issue match, unlocking a fix for data set A?
As you can see, there may be instances where data set B has different themes and issues and combinations, so I will need to identify those too?
Can anyone help?
Thanks!
KA