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Excerpt

This example illustrates you to identify and list all values within a group that meet a specified condition.

Functions:

D generate list excerpts
pagesANYIF Function,LISTIF Function,WEEKDAY Function

Source:

The following data identifies sales figures by salespeople for a week:

EmployeeIdDateSales
S0011/23/1725
S0021/23/1740
S0031/23/1748
S0011/24/1781
S0021/24/1711
S0031/24/1725
S0011/25/179
S0021/25/1740
S0031/25/17 
S0011/26/1777
S0021/26/1783
S0031/26/17 
S0011/27/1717
S0021/27/1771
S0031/27/1729
S0011/28/17 
S0021/28/17 
S0031/28/1714
S0011/29/172
S0021/29/177
S0031/29/1799

 

Transformation:

In this example, you are interested in the high performers. A good day in sales is one in which an individual sells more than 80 units. First, you want to identify the day of week:

D trans
RawWrangletrue
p03Value'DayOfWeek'
Typestep
WrangleTextderive type:single value:WEEKDAY(Date) as:'DayOfWeek'
p01NameFormula type
p01ValueSingle row formula
p02NameFormula
p02ValueWEEKDAY(Date)
p03NameNew column name
SearchTermNew formula

Values greater than 5 in DayOfWeek are weekend dates. You can use the following to identify if anyone reached this highwater marker during the workweek (non-weekend):

D trans
RawWrangletrue
p03Value1
Typestep
WrangleTextpivot value:ANYIF(Sales, (Sales > 80 && DayOfWeek < 6)) group:EmployeeId,Date limit:1
p01NameRows labels
p01ValueEmployeeId,Date
p02NameValues
p02ValueANYIF(Sales, (Sales > 80 && DayOfWeek < 6))
p03NameMax number of columns to create
SearchTermPivot columns

Before adding the step to the recipe, you take note of the individuals who reached this mark in the anyif_Sales column for special recognition.

Now, you want to find out sales for individuals during the week. You can use the following to filter the data to show only for weekdays:

D trans
RawWrangletrue
p03Value1
Typestep
WrangleTextpivot value:LISTIF(Sales, 1000, (DayOfWeek < 6)) group:EmployeeId,Date limit:1
p01NameRows labels
p01ValueEmployeeId,Date
p02NameValues
p02ValueLISTIF(Sales, 1000, (DayOfWeek < 6))
p03NameMax number of columns to create
SearchTermPivot columns

To clean up, you might select and replace the following values in the listif_Sales column with empty strings:

Code Block
["
"]
[]

Results:

EmployeeIdDatelistif_Sales
S0011/23/1725
S0021/23/1740
S0031/23/1748
S0011/24/1781
S0021/24/1711
S0031/24/1725
S0011/25/1740
S0021/25/17 
S0031/25/1766 
S0011/26/1777
S0021/26/1783
S0031/26/17 
S0011/27/1717
S0021/27/1771
S0031/27/1729
S0011/28/17 
S0021/28/17 
S0031/28/17 
S0011/29/17 
S0021/29/17 
S0031/29/17 

 

D s also
labelexample_listif_functions