Special Funtions

Max Date of Group

Required Parameters:

  • Group Key
  • Date Data Point

Optional Parameters:

  • Max Value Name

Description:

The Max Date of Group action determines the max date within a grouping Data Point contained in a Working Data collection.

How to Calculate the Max Date of Group
Step Description

1

Select the Working Data collection.

Note - We will be using the Product Sales Sample Dataset as our Working Data collection.

product sales sample dataset

2

Select the Group Key Data Point.

3

Select the Date Data Point.

4

Checking Store max value in new data point will store the max value in a new Data Point. This requires the user to enter a Max Value Name for this newly created Data Point. (optional)

Note - If you do not check this, the action will overwrite the value in the Date Data Point.

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5

Click OK.

Running the action...

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Copy Specified Intervals

Required Parameters:

  • Working Data
  • Copy from Datapoint
  • to New Datapoint OR Replace Datapoint
  • Start Index
  • Interval

Optional Parameters:

  • End Index
  • Replace Only If Blank if Replace Datapoint

Description:

The Copy Specified Intervals action will copy a specified allows the user to remove one or more Data Points from a Working Data collection. The user must first have a Working Data set in their workflow.

How to Copy a Specified Interval of a Data Collection
Step Description

1

Select the Working Data collection.

2

Select the Copy from Datapoint.

3

Enter a name for to New Datapoint.

OR

Check or Replace Datapoint and select a Data Point.

Check Replace Only if Blank if you only want to replace the blank values in the Replace Datapoint (optional).

4

Enter a Start Index.

5

Enter an End Index (optional).

6

Enter an Interval (optional).

7

Click OK.

Group and Concatenate Strings

Required Parameters:

  • Working Data
  • Group Key
  • String Data Point
  • Result Name

Description:

The Group and Concatenate Strings action creates a new Data Point that contains a list of concatenated string values belonging to each value in the Group Key Data Point.

How to Group and Concatenate Strings
Step Description

1

Select the Working Data collection.

Note - We will be using the Product Sales Sample Dataset as our Working Data collection.

product sales sample dataset

2

Select the Group Key Data Point.

3

Select the String Data Point.

4

Enter a Result Name.

group-and-concatenate-strings-how-to-1

5

Click OK.

Running the action...

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Is Datapoint Name Test

Required Parameters:

  • Working Data
  • Data Point
  • Result Data Point

Description:

The Is Datapoint Name Test action determines if the value contained in a Data Point is a person's name and stores the result in a Boolean Data Point.

How to Determine if the Value of a Data Point is a Name
Step Description

1

Select the Working Data collection that contains the targeted Data Point.

2

Select the targeted Data Point.

3

Enter a name for the Result Data Point.

4

Click OK.

If Then Replace Datapoint

Required Parameters:

  • Collection Name
  • Replace Data Point
  • Datapoint (Left)
  • Compare to Value (Right)
  • Comparison
  • If Expression is True Replace Data Point With

Optional Parameters:

  • Ignore Case

Description:

The If Then Replace Datapoint action replaces the value in the Replace Data Point if the configured Expression is True.

How to If Then Replace Values in a Data Point
Step Description

1

Select the Working Data collection that contains the targeted Data Point.

Note - We will be using the Product Sales Sample Dataset as our Working Data collection.

product sales sample dataset

2

Select the Replace Data Point.

3

Select the Left Data Point of the Expression.

4

Select the Comparison Operator of the Expression.

Check Ignore Case if capitalization does not matter (optional).

5

Select the Compare to Value Data Point of the Expression.

OR

Check Literal and enter a static value.

6

Select a Data Point Value to replace the value in the Replace Data Point if the Expression evaluates to True.

OR

Check Literal Value and enter a static value.

if-then-replace-data-point-how-to-1

7

Click OK.

Running the action...

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Percent Empty Remove

Required Parameters:

  • Collection
  • Percentage Blank Threshold

Description:

The Percent Empty Remove action scans the values contained in each Data Point within a specified Working Data collection and if the number of values that are blank is greater than the Percentage Blank Threshold, removes that Data Point.

How to Remove Sparse Data Points
Step Description

1

Select the Working Data collection that contains the targeted Data Points.

2

Enter a Percentage Blank Threshold.

Any Data Point with a higher percentage of blank values will be removed.

3

Click OK.

Standardize Address

Required Parameters:

  • Working Data
  • Address Data Point
  • Result Data Point

Description:

The Standardize Address action standardizes each address contained in the Address Data Point and strores the result in the Result Data Point.

How to Clean Addresses in a Data Point
Step Description

1

Select the Working Data collection that contains the targeted Data Point.

2

Select the Address Data Point.

3

Enter a Result Data Point.

4

Click OK.

Reverse Collection

Required Parameters:

  • Reverse Collection

Description:

The Reverse Collection action reverses a Working Data collection.

How to Reverse a Data Collection
Step Description

1

Select a Working Data collection.

Note - We will be using the Product Sales Sample Dataset as our Working Data collection.

There is an added Index Data Point to illustrate the result of the action.

product sales sample dataset

2

Click OK.

reverse-collection-how-to-1

Running the action...

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Split and Stack

Required Parameters:

  • Item Index
  • Collection Name
  • Data Point Name
  • Split On

Optional Parameters:

  • Tag
  • Append Existing

Description:

The Split and Stack action splits a Data Point (in the row indicated by Item Index and collection indicated by Collection Name) on the Split On parameter and stacks all split values in a new Working Data collection called Transposed Split.

The optional Tag parameter tags each row in the Transposed Split collection with an additional specified Data Point.

The optional Append Existing parameter allows the Split and Stack action to be performed in the context of a For Each loop and appends each set of split values into the same collection. If this is not selected, the previous Transposed Split collection will be overwritten.

How to Split and Stack a Data Point
Step Description

1

Select the Working Data collection that contains the targeted Data Point.

Note - We will be using the Product Sales Sample Dataset as our Working Data collection.

product sales sample dataset

2

Select a Variable for Item Index or enter a static value.

3

Select a Data Point.

4

Enter a value for Split On.

5

Select a Tag Data Point (optional).

6

Check Append Existing if you wish to run this action multiple times and store all values in the same collection (optional).

Note - if you do not check this, the previous Transposed Split collection will be overwritten.

split-and-stack-how-to-1

7

Click OK.

Running the action...

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Split and Stack (RegEx)

Required Parameters:

  • Item Index
  • Collection Name
  • Data Point Name
  • Operation
  • Regex Str

Optional Parameters:

  • Tag
  • Append Existing

Description:

The Split and Stack (RegEx) action splits a Data Point (in the row indicated by Item Index and collection indicated by Collection Name) according to the Regex Str parameter and stacks all split values in a new Working Data collection called Transposed Split.

The optional Tag parameter tags each row in the Transposed Split collection with an additional specified Data Point.

The optional Append Existing parameter allows the Split and Stack action to be performed in the context of a For Each loop and appends each set of split values into the same collection. If this is not selected, the previous Transposed Split collection will be overwritten.

How to Split and Stack a Data Point with a Regular Expression
Step Description

1

Select the Working Data collection that contains the targeted Data Point.

2

Select a Variable for Item Index or enter a static value.

3

Select a Data Point.

4

Select an Operation:

  • Split
  • Match

4

Enter a Regular Expression split on.

5

Select a Tag Data Point (optional).

6

Check Append Existing if you wish to run this action multiple times and store all values in the same collection (optional).

Note - if you do not check this, the previous Transposed Split collection will be overwritten.

7

Click OK.

Rename Data Point (Dynamic)

Required Parameters:

  • Collection Name
  • Data Point Name
  • New Data Point Name

Description:

The Dynamic Rename Data Point action renames a Data Point within a Working Data collection.

This action differs from the regular Rename Data Point action in that it can accept a static value OR dynamic Variable as any parameter.

How to Dynamically Rename a Data Point
Step Description

0

In order to illustrate the expressiveness of this action, we will use dynamic Variables for all parameters.

Note - As mentioned in the action description, you can substitute a static value for any parameter if you do not wish to use a dynamic Variable.

Add the following String Variables using the Add Variable action.

add-variable-collection-name
add-variable-data-point-name
add-variable-new-data-point-name

This will produce the following Variables.

dynamic-rename-data-point-how-to-1

1

Select the Variable that holds the value of the Collection Name that contains the targeted Data Point.

Note - We will be using the Product Sales Sample Dataset as our Target Collection.

product sales sample dataset

2

Select the Variable that holds the value of the Data Point Name that we will be renaming.

3

Select the Variable that holds the value of the New Data Point Name.

4

Click OK.

dynamic-rename-data-point-how-to-2

Running the action...

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Rename Data (Dynamic)

Required Parameters:

  • Collection Name
  • Rename to

Description:

The Dynamic Rename Data action renames a Working Data collection.

This action differs from the regular Rename Data action in that it can accept a static value OR dynamic Variable as any parameter.

How to Dynamically Rename a Data Collection
Step Description

0

In order to illustrate the expressiveness of this action, we will use dynamic Variables for all parameters.

Note - As mentioned in the action description, you can substitute a static value for any parameter if you do not wish to use a dynamic Variable.

Add the following String Variables using the Add Variable action.

add-variable-collection-name
add-variable-new-collection-name

This will produce the following Variables.

dynamic-rename-data-how-to-1

1

Select the Variable that holds the value of the Collection Name that we will be renaming.

Note - We will be using the Product Sales Sample Dataset as our Target Collection.

product sales sample dataset

2

Select the Variable that holds the value of the New Collection Name.

3

Click OK.

dynamic-rename-data-how-to-2

Running the action...

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Remove Data Point (Dynamic)

Required Parameters:

  • Collection Name
  • Data Point Name

Description:

The Dynamic Remove Data Point action removes a Data Point from a Working Data collection.

This action differs from the regular Remove Data Point action in that it can accept a static value OR dynamic Variable as any parameter.

How to Dynamically Remove a Data Point
Step Description

0

In order to illustrate the expressiveness of this action, we will use dynamic Variables for all parameters.

Note - As mentioned in the action description, you can substitute a static value for any parameter if you do not wish to use a dynamic Variable.

Add the following String Variables using the Add Variable action.

add-variable-collection-name
add-variable-data-point-name

This will produce the following Variables.

dynamic-remove-data-point-how-to-1

1

Select the Variable that holds the value of the Collection Name that contains the targeted Data Point.

Note - We will be using the Product Sales Sample Dataset as our Target Collection.

product sales sample dataset

2

Select the Variable that holds the value of the Data Point Name that we will be removing.

3

Click OK.

dynamic-remove-data-point-how-to-2

Running the action...

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Remove Data (Dynamic)

Required Parameters:

  • Collection Name

Description:

The Dynamic Remove Data action removes a Working Data collection.

This action differs from the regular Remove Data action in that it can accept a static value OR dynamic Variable as any parameter.

How to Dynamically Remove a Data Collection
Step Description

0

In order to illustrate the expressiveness of this action, we will use dynamic Variables for all parameters.

Note - As mentioned in the action description, you can substitute a static value for any parameter if you do not wish to use a dynamic Variable.

Add the following String Variable using the Add Variable action.

add-variable-collection-name

This will produce the following Variable.

dynamic-remove-data-how-to-1

1

Select the Variable that holds the value of the Collection Name that we will be removing.

Note - We will be using the Product Sales Sample Dataset as our Target Collection.

product sales sample dataset

2

Click OK.

dynamic-remove-data-how-to-2