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pythonpandasdataframereconciliation

Find Multiple Column Combination in Another Pandas Dataframe with Wildcards


I am trying to perform a daily reconciliation which will check a master dataset in a pandas dataframe, for the existence various combinations in another dataset (the reconciliation key), which contains wildcards.

Here is an illustrative representation of the issue (not using real information from my rec):

Master Dataset

FirstName LastName Occupation Gender
Angela Norris Firefighter Female
Angela Thompson Teacher Female
Ben Johnson Police Officer Male
Ben Peterson Solicitor Male
Charlie Davies Nurse Male
Debbie Smith Lawyer Female

Reconciliation Key

FirstName LastName Occupation Gender
Angela * * *
Ben Johnson * Male
Debbie * * Female

So what I am trying to do here is find in the master dataset:

  • Any records where FirstName = Angela (with three wildcards for LastName, Occupation, Gender)
  • Any records where FirstName = Ben, LastName = Johnson and Gender = Male (with one wildcard on Occupation)
  • Any records where FirstName = Debbie and Gender = Female (with two wildcards for LastName and Occupation)

I cannot work out how to do this task... I would normally create a unique key with the combinations of FirstName, LastName, Occupation and Gender, and then merge the two datasets, but with wildcards, this isn't working for me.

I also tried a cartesian product (which I could later filter), but the size of the dataset I am working with resulted in a memory issue, so that wasn't working either.

Ideally, the output of the check would give this table (i.e. showing rows in the master dataset that meet the criteria in the reconciliation key):

FirstName LastName Occupation Gender
Angela Norris Firefighter Female
Angela Thompson Teacher Female
Ben Johnson Police Officer Male
Debbie Smith Lawyer Female

Solution

  • It seems as though I was able to resolve this by defining a function that checked whether the row contained LastName = Wildcard or LastName = LastName, and Occupation = Wildcard or Occupation = Occupation.

    This is my code:

    Setup:

    import numpy as np
    import pandas as pd
    
    master_df = pd.DataFrame({
        'FirstName': ['Angela', 'Angela', 'Ben', 'Ben', 'Charlie', 'Debbie'],
        'LastName': ['N', 'T', 'J', 'P', 'D', 'S'],
        'Occupation': ['Firefighter', 'Teacher', 'Police', 'Solicitor', 'Nurse', 'Lawyer'],
        'Gender': ['Female', 'Female', 'Male', 'Male', 'Male', 'Female'],
    })
    
    recon_df = pd.DataFrame({
        'FirstName': ['Angela', 'Ben', 'Debbie'],
        'LastName': ['*', 'J', '*'],
        'Occupation': ['*', '*', '*'],
        'Gender': ['*', 'Male', 'Female'],
    })
    

    Solution:

    def matches_wildcard(row):
        recon_row = recon_df.loc[(recon_df['FirstName'] == row['FirstName']) & 
                                 ((recon_df['LastName'] == '*') | (recon_df['LastName'] == row['LastName'])) & 
                                 ((recon_df['Occupation'] == '*') | (recon_df['Occupation'] == row['Occupation'])) & 
                                 ((recon_df['Gender'] == '*') | (recon_df['Gender'] == row['Gender']))]
        return not recon_row.empty
    
    matched_df = master_df[master_df.apply(matches_wildcard, axis=1)]
    
    print(matched_df)
    

    Output:

    FirstName LastName Occupation Gender
    Angela N Firefighter Female
    Ben J Police Male
    Debbie S Lawyer Female