Differences

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--- transformations:group [2016/06/19 19:09] – dmitry
+++ transformations:group [2021/05/20 14:00] – craigt
@@ Line 1: / Line 1: @@
-===== Group =====
+{{ transformations:GroupAction.png}}
+====== GROUP ======
+Category: Transform / Advanced\\
-Replace multiple values with a single value (constant or calculated).
+\\
+=====Description=====
+Replace multiple values with a single value (constant or calculated). \\
-** Use cases **
+\\
-  * Creating flags that can later be used in expressions. In this case the flag will designate a group (set), therefore verifying if a value belongs to the group can be done by checking the flag. For instance, instead of expressions with multiple comparisons, e.g. <code>if([x]='A' or [x]='B' or [x]='C' ...) </code> it can be more convenient to flag A, B, C,.. with 'Yes' and then rewrite expressions using the flag:  <code>if([Flag]='Yes', ...) </code>
+=====Use cases=====
+  * Creating flags that can later be used in expressions. In this case the flag will designate a group (set), therefore verifying if a value belongs to the group can be done by checking the flag. For instance, instead of expressions with multiple comparisons, e.g. <code>if([x]='A' or [x]='B' or [x]='C' ...) </code> it can be more convenient to flag A, B, C,.. with 'Yes' using the //Group// action, and then rewrite expressions using the flag:  <code>if([Flag]='Yes', ...) </code>
   * Group values for charts (e.g. changing insignificant dimension values to "Other")
   * Calculating new values of a column only for particular values in another column, leaving the rest unchanged.
+  * Create secondary demographic sets, combining specified values into rollup groups.
-** See also **
+\\
-  * [[syntax:functions:in]]
+=====Action settings=====
-  * [[syntax:functions:match]]
+^Setting^Description^
+|Create/Replace column|Select whether the results will replace the values in an existing column or be created in a new column.\\  Options: //Create new column// (and provide a column name), or //Replace existing// (and select an existing column).|
+|Group (flag) as<sup>*</sup>|Provide a static value or expression that will be used as the flag value.  All selected values will be converted\\ to this value. Options:  //It's an expression// or //It's a text or number//. |
+|Lookup column|Select the column with the values to be grouped.  Once chosen, a list of values present in the column will be\\ displayed at the bottom of the action settings pane. |
+|Grouping|Choose whether the selected values will be replaced with the group (flag) value, or whether all values //except//\\ the selected values will be replaced.  Options: //Group selected//, or //Group all but selected//.|
+|Value selection|Select the values to be replaced, or excluded from replacement, in the list.|
+<sup>*</sup> Setting can be specified using a [[:parameters|parameter]].
+\\
+=====Remarks=====
+Values that are not converted to the group (flag) value retain their original value.
+This action replaces whole, selected values within the //Lookup column//, and does not work on partial matches.\\
+\\
+=====Examples=====
+(coming soon)
+\\
+=====See also=====
+  * [[syntax:functions|Functions:  in()]]
+  * [[syntax:functions|Functions:  match()]]