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CHOOSING THE
RIGHT TOOL
ACTION
TAKERS
ENABLERS
These tools take action
on your data to get you
closer to your answer.
Tools that help you when
using other tools.
Modifiers
Browse Input Data Output Data
AutoField
DateTime
Find & Replace
Data Cleansing
Cross Tab
Transpose
Specific
Values
Column
Row
DataType
Layout
R
e
o
r
d
e
r
C
o
l
u
m
n
s
T
a
c
k
o
n
i
n
f
o
t
o
v
a
l
u
es
B
y
c
ell
T
r
u
e
o
r False
R
a
n
k
b
y
N
u
m
b
e
r
o
r
L
e
t
t
e
r
Rearrange Combine Rank
Sort
Select Filter
Text to Columns
Union
Join
Append Fields
Summarize
Formula
By
r
o
w
A
d
d
n
e
w
i
n
f
o
i
n
r
o
w
s
A
d
d
n
e
w
i
n
f
o
i
n
c
o
l
u
m
n
s
D
e
d
u
p
e
Sample Unique
Organizers
Categorize
Split Up
Separate
Hover or click the icons for more info.
Calculators
ACTIONS YOU MAY
WANT TO TAKE...
TOOLS THAT CAN DO
THAT IN DESIGNER
Change Datatype Select Formula Autofield
Row to Column Transpose
Column to row Cross Tab
Split one cell into multiple cells Text to Column Formula
Combine lists by adding rows Union
Combine lists by adding columns Join Find & Replace Append Fields
Group Information Union Find & Replace Summarize
Rank Data Sort Summarize
Get rid of columns Select
Get rid of empty values Formula Filter
Get rid of rows Formula Filter Sample
Get rid of puncutation or whitespace Data Cleansing
Perform a calculation Summarize Formula
Work with dates DateTime Formula
Find a value (unique, min, max) Summarize Unique Find & Replace
Identify records with a unique ID Record ID
Replace a value Find & Replace Formula
Input Data Input Data
Rename Fields Select
Reorder Fields Select
View Results Browse
Ouput Results Output Data
S
t
r
i
n
g
N
u
m
e
r
i
c
D
a
t
e
T
i
m
e
S
p
a
t
i
a
l
B
o
o
l
e
a
n
Conditional X X X X X
Conversion X X
DateTime X X
File X
Finance X
Math X
Math: Bitwise X
Min/Max X
Operators X X X X X
Spatial X X
Specialized X X X X X
String X
Test X X X X X
Blend – merging data from different sources into one dataset, such as data from different
spreadsheets, databases, or other sources into one complete dataset.
Concatenate – joining one or more text strings together.
Datatype – an attribute of data which lets the computer know how to interpret that value.
There are 5 main datatypes in Designer (string, numeric, DateTime, Boolean, Spatial). Data-
types can be changed for particular values.
Delimiter - a sequence of one or more characters that creates a boundary between values.
Common delimiters include commas, pipes, and quotes.
Filter – filtering separates your data into two streams: True containing the data met your
criteria, and False containing the data that did not meet your criteria.
Flag – flagging data is a technique used to categorize data. This is usually accomplished with a
conditional statement which checks values against a set of criteria and creates a correspond-
ing flag in another column.
Parse – parsing separates values based on delimiters. Examples include: separating keywords
from phrases, separating numbers from letters, or area codes from phone numbers.
Sort – ranking items in ascending or descending order.
FUNCTIONS
When using functions in Designer, keep in mind
that datatype is very important. The table on the
right shows the function category and an
X indicates that functions in that category are
compatible with that column’s corresponding
datatype. This is not an exhaustive list. Rather,
use this table to match your data’s type and find
a category that is compatible with that datatype
to ensure the function will work. Note that you
may need to change your data’s datatype if you
wish to use it with a particular function.
TERMINOLOGY

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Designer Cheat Sheet.pdf

  • 1. CHOOSING THE RIGHT TOOL ACTION TAKERS ENABLERS These tools take action on your data to get you closer to your answer. Tools that help you when using other tools. Modifiers Browse Input Data Output Data AutoField DateTime Find & Replace Data Cleansing Cross Tab Transpose Specific Values Column Row DataType Layout R e o r d e r C o l u m n s T a c k o n i n f o t o v a l u es B y c ell T r u e o r False R a n k b y N u m b e r o r L e t t e r Rearrange Combine Rank Sort Select Filter Text to Columns Union Join Append Fields Summarize Formula By r o w A d d n e w i n f o i n r o w s A d d n e w i n f o i n c o l u m n s D e d u p e Sample Unique Organizers Categorize Split Up Separate Hover or click the icons for more info. Calculators
  • 2. ACTIONS YOU MAY WANT TO TAKE... TOOLS THAT CAN DO THAT IN DESIGNER Change Datatype Select Formula Autofield Row to Column Transpose Column to row Cross Tab Split one cell into multiple cells Text to Column Formula Combine lists by adding rows Union Combine lists by adding columns Join Find & Replace Append Fields Group Information Union Find & Replace Summarize Rank Data Sort Summarize Get rid of columns Select Get rid of empty values Formula Filter Get rid of rows Formula Filter Sample Get rid of puncutation or whitespace Data Cleansing Perform a calculation Summarize Formula Work with dates DateTime Formula Find a value (unique, min, max) Summarize Unique Find & Replace Identify records with a unique ID Record ID Replace a value Find & Replace Formula Input Data Input Data Rename Fields Select Reorder Fields Select View Results Browse Ouput Results Output Data S t r i n g N u m e r i c D a t e T i m e S p a t i a l B o o l e a n Conditional X X X X X Conversion X X DateTime X X File X Finance X Math X Math: Bitwise X Min/Max X Operators X X X X X Spatial X X Specialized X X X X X String X Test X X X X X Blend – merging data from different sources into one dataset, such as data from different spreadsheets, databases, or other sources into one complete dataset. Concatenate – joining one or more text strings together. Datatype – an attribute of data which lets the computer know how to interpret that value. There are 5 main datatypes in Designer (string, numeric, DateTime, Boolean, Spatial). Data- types can be changed for particular values. Delimiter - a sequence of one or more characters that creates a boundary between values. Common delimiters include commas, pipes, and quotes. Filter – filtering separates your data into two streams: True containing the data met your criteria, and False containing the data that did not meet your criteria. Flag – flagging data is a technique used to categorize data. This is usually accomplished with a conditional statement which checks values against a set of criteria and creates a correspond- ing flag in another column. Parse – parsing separates values based on delimiters. Examples include: separating keywords from phrases, separating numbers from letters, or area codes from phone numbers. Sort – ranking items in ascending or descending order. FUNCTIONS When using functions in Designer, keep in mind that datatype is very important. The table on the right shows the function category and an X indicates that functions in that category are compatible with that column’s corresponding datatype. This is not an exhaustive list. Rather, use this table to match your data’s type and find a category that is compatible with that datatype to ensure the function will work. Note that you may need to change your data’s datatype if you wish to use it with a particular function. TERMINOLOGY