Transform Data Using Column Menu Options

You can use column menu options to transform data. For example, you might convert text to uppercase or trim leading and trailing spaces from data.

If you don’t apply the transformation script and close the workbook or the dataset, you lose all the data transform changes you’ve performed.

1. On the Home page, open a dataset or workbook.
   • Select the dataset, click the Actions menu, and then select Open. In the Data Diagram or Join Diagram, right-click a data source and click Open to display the transform editor.
   • Select the workbook that contains the dataset, click the Actions menu, select Open, then click Data. In the Data Diagram or Join Diagram, right-click a data source and click Open to display the transform editor.

   Note:

   Oracle Analytics displays a Data Diagram for single-table datasets or a Join Diagram for multi-table datasets. For file-based data sources, Oracle Analytics displays the transform editor directly.
2. In the Preview data panel, select a column to transform.
3. Click Options, and select a transformation option (for example, Uppercase or Trim).
   Oracle Analytics adds a step to the Preparation Script panel.
4. To save your data preparation changes and apply them to your data, click Save Dataset.
   If you're working with a single table dataset or a file-based dataset, click Apply Script.