Contents:
Functions:
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Source:
The following data identifies sales figures by salespeople for a week:
| EmployeeId | Date | Sales |
|---|---|---|
| S001 | 1/23/17 | 25 |
| S002 | 1/23/17 | 40 |
| S003 | 1/23/17 | 48 |
| S001 | 1/24/17 | 81 |
| S002 | 1/24/17 | 11 |
| S003 | 1/24/17 | 25 |
| S001 | 1/25/17 | 9 |
| S002 | 1/25/17 | 40 |
| S003 | 1/25/17 | |
| S001 | 1/26/17 | 77 |
| S002 | 1/26/17 | 83 |
| S003 | 1/26/17 | |
| S001 | 1/27/17 | 17 |
| S002 | 1/27/17 | 71 |
| S003 | 1/27/17 | 29 |
| S001 | 1/28/17 | |
| S002 | 1/28/17 | |
| S003 | 1/28/17 | 14 |
| S001 | 1/29/17 | 2 |
| S002 | 1/29/17 | 7 |
| S003 | 1/29/17 | 99 |
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:
| Transformation Name | New formula |
|---|---|
| Parameter: Formula type | Single row formula |
| Parameter: Formula | WEEKDAY(Date) |
| Parameter: New column name | 'DayOfWeek' |
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):
| Transformation Name | Pivot columns |
|---|---|
| Parameter: Rows labels | EmployeeId,Date |
| Parameter: Values | ANYIF(Sales, (Sales > 80 && DayOfWeek < 6)) |
| Parameter: Max number of columns to create | 1 |
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:
| Transformation Name | Pivot columns |
|---|---|
| Parameter: Rows labels | EmployeeId,Date |
| Parameter: Values | LISTIF(Sales, 1000, (DayOfWeek < 6)) |
| Parameter: Max number of columns to create | 1 |
To clean up, you might select and replace the following values in the listif_Sales column with empty strings:
[" "] []
Results:
| EmployeeId | Date | listif_Sales |
|---|---|---|
| S001 | 1/23/17 | 25 |
| S002 | 1/23/17 | 40 |
| S003 | 1/23/17 | 48 |
| S001 | 1/24/17 | 81 |
| S002 | 1/24/17 | 11 |
| S003 | 1/24/17 | 25 |
| S001 | 1/25/17 | 40 |
| S002 | 1/25/17 | |
| S003 | 1/25/17 | 66 |
| S001 | 1/26/17 | 77 |
| S002 | 1/26/17 | 83 |
| S003 | 1/26/17 | |
| S001 | 1/27/17 | 17 |
| S002 | 1/27/17 | 71 |
| S003 | 1/27/17 | 29 |
| S001 | 1/28/17 | |
| S002 | 1/28/17 | |
| S003 | 1/28/17 | |
| S001 | 1/29/17 | |
| S002 | 1/29/17 | |
| S003 | 1/29/17 |
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