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.

You can upload or open an existing data set to transform the data using column menu options. After making the changes to the data set, you can create a project or open an existing project and add the data set to the project.

The data transform changes update the column data using the selected option or add a new column to the data set.

The list of available menu options for a column depends on the type of data in that column. See Transform Recommendation Reference and Column Menu Options for Quick Data Transformations.

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

  1. Open a project, and click Prepare. In the Preview data panel, select a column to transform.
  2. Click Options, and select a transformation option (for example, click Edit to display an Expression Editor that enables you to create complex functions, or click Trim to extract part of a column).
  3. In the step editor, update the fields to configure the changes. You can review the changes in the data preview table.
  4. Click Add Step to apply the data changes, close the step editor, and add a step to the Preparation Script Panel.
  5. Continue implementing data transform changes in the data set.
  6. Click Apply Script in the Preparation Script Panel to apply the data transform changes to the entire data set.
  7. Optional: Click Save, and then click Visualize to see the transformed columns.
This example shows a Gender column with the data values F, f, M and m. You can use Group in the column menu options to change the column data to use Female and Male.
  • Open the project or data set with the Gender column. If you're working on a project, go the Prepare canvas.
  • Select the Gender column and click Options, then click Group.
  • In the group editor, change the new column name to Gender_Fix.
  • Change the name of Group 1 to Female and select F and f.
  • Click (+) Group to add a new group and change the name to Male.
  • Click Add all to select the remaining values in the Gender columns that should represent men.
  • Click Add Step to include the new column Gender_Fix and standardized gender groups in the data set.
  • In the Preparation Script pane, click Apply Script to apply the data changes.