CHOOSING THE ENABLERS

These tools help you when you are

RIGHT TOOL using other tools.
Hover over or select the tool icons for more info.

Browse Input Data Output Data

Layout

ACTION
Calculators
TAKERS
Transpose Cross Tab

Modifiers
Specific Use these tools to take
Values action on your data to
Row Column
get you closer to insights.

Data Cleansing Find Replace

Formula Summarize

Data Type
Organizers

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WANT TO TAKE THAT IN DESIGNER
FUNCTIONS
Conditional X X X X X

Conversion X X
Change a data type Select Formula Auto Field When you use functions in Designer, keep in
mind that your data’s data type is very DateTime X X
Change a row to a column Transpose important. The table on the right shows the File X
function category and an X in a column indicates
Change a column to a row Cross Tab the function is compatible with that column’s Finance X

data type. This is not an exhaustive list. Rather, Math X

Split one cell into multiple cells Text To Column Formula use this table to match your data’s data type and
Math: Bitwise X
find a category that is compatible with that data
Combine lists by adding rows Union type to ensure the function will work. Note that Min/Max X
you may need to change your data’s data type.
Combine lists by adding columns Join Find Replace Append Fields Operators X X X X X

Spatial X X
Group information Union Find Replace Summarize
Specialized X X X X X

Rank data Sort Summarize

String X

Remove columns Select Test X X X X X

Remove empty values Formula Filter TERMINOLOGY

Remove rows Formula Filter Sample
Blend: Merge data from different sources into one dataset, such as data from different
Remove punctuation or whitespace Data Cleansing spreadsheets, databases, or other sources into one complete dataset.

Perform a calculation Summarize Formula Concatenate: Join one or more text strings together.

Data type: A data type is an attribute of data that lets the computer know how to interpret
Work with dates DateTime Formula
that value. There are five main data types in Designer: string, numeric, DateTime, Boolean, and

Find a value (unique, min, max) Summarize Unique Find Replace spatial. Data types can be changed for some values.

Delimiter: A delimiter is a sequence of one or more characters that creates a boundary

Identify records with a unique ID Record ID
between values. Common delimiters include commas, pipes, and quotes.

Replace a value Find Replace Formula Filter: Filtering separates your data into two streams. The True stream contains the data that

met your criteria, and the False stream contains the data that did not meet your criteria.
Input data Input Data
Flag: Flagging data is a technique used to categorize data. This is usually accomplished with a

Rename fields Select conditional statement that checks values against a set of criteria and creates a corresponding

flag in another column.

Reorder fields Select
Parse: Parsing separates values based on delimiters. Examples include separating keywords

View results Browse from phrases, numbers from letters, or area codes from phone numbers.

Sort: Rank items in ascending or descending order.

Output results Output Data