📌 Overview

In cofi.ai, there are several ways to align data across systems — Mapping, Database Joins, and Relationships.

Each serves a different purpose depending on your data structure and how consistently your dimensions are named.

This article helps you choose the right approach for your situation — balancing flexibility, accuracy, and ongoing maintenance needs.


🧠 Understanding Your Options

Approach Primary Use Description
Column Mapping Standardizing categorical values Translates inconsistent names from different systems (e.g.,”HR”, “Human Resources” ) into one single, consistent label
Relationship mapping Structuring data hierarchically Connects one-to-many or parent-child datasets (e.g., Department → Sub-department) to enable drill-down analysis and aggregated roll-ups
Database Join Combining related metrics or dimensions from different tables Links datasets that share a common identifier (e.g., Company_ID, Account_Code)

đź’ˇ Tip: Mapping focuses on data consistency (naming), while Joins and Relationships handle data connectivity (structure).


❓When to Use Each Approach

âś… Use Column Mapping When:

Example: Unifying “U.S.”, “United States”, and “America” under “United States.”


đź§­ Use Relationship Mapping When:

Example: Linking “Department → Team → Employee” for multi-level reporting.