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Manipulate Workflow Data

The Interactive Results Grid of Designer Cloud lets you perform several data manipulations on a given column in your dataset that you can then add to your workflow as tools. Specifically, the Results Grid supports the Select, Filter, Sort, and Data Cleansing data manipulations.

Select

The Results Grid gives you access to some of the functionality that you would normally find in the Select tool. Specifically, you can rename a column, change a column's data type, or remove a column from the dataset. To perform any of these actions...

  1. Hover your mouse over a column header and select the vertical ellipsis icon to access the Select options for that column.

  2. Choose a Select option:

    • Rename: Select this option to rename your column and enter a new name directly into the column header. Use the Enter key on your keyboard to submit the update.

    • Change Data Type: Change the data type for the column. Choose from one of the common options or select More Types for a full list.

    • Remove: Remove the column of data.

  3. A Select tool is added to your workflow configured with the option you select.

Filter

The Results Grid also gives you access to basic filtering options that are otherwise available via the Filter tool. To create a basic filter based on data from a given column...

  1. Hover your mouse over a column header and select the vertical ellipsis icon to access the Filter options for that column.

  2. Select Filter to create a basic filter condition like what is available via the Filter tool. The available filter operators vary based on the data type of the selected column.

  3. Create your condition and select Apply. A Filter tool is added to your workflow configured with the condition you select.

  4. To remove the filter, select and delete the added Filter tool from the canvas.

To create a custom or advanced filter condition, use and configure a Filter tool in your workflow.

Sort

The Results Grid also gives you access to sorting options that are otherwise available via the Sort tool. To sort a specific column in the Results Grid...

  1. Hover your mouse over a column header and select the vertical ellipsis icon to access the Sort options for that column.

  2. Select Sort.

  3. Select one of these sorting options. A Sort tool is added to your workflow configured with the sorting option you select.

    • Sort Smallest --> Largest or Sort A --> Z (Depends on the data type.)

    • Sort Largest --> Smallest or Sort Z --> A (Depends on the data type.)

    • Don't Sort: Default option.

  4. To remove the Sort, select and delete the added Sort tool from the canvas.

Data Cleansing

The Results Grid gives you access options to clean up your data that are otherwise available via the Data Cleansing tool. To clean up your data in the Results Grid...

  1. Hover your mouse over a column header and select the vertical ellipsis icon to access the Data Cleansing options for that column.

  2. Select Clean Up Data.

  3. Select one of these data cleansing options. A Data Cleansing tool is added to your workflow configured with the data cleansing option you select.

    • Remove Null Rows

      • Remove all rows with a null value in every column.

      • Remove rows with null values—doesn't remove rows with empty string values.

      • Only remove rows that have a null value in every column.

    • Replace Nulls with Blanks: Replace null values with a blank string value. A blank registers as " " rather than [Null].

    • Modify Case: Change the text format of the column.

      • Change to UPPERCASE: Capitalize all letters in a string.

      • Change to lowercase: Convert all letters in a string to lowercase.

      • Change to Title Case: Capitalize the first letter of all words in a string.