Preview

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In this article, you will learn about the various operations available on the Preview tab of the data set to gain a better understanding of the uploaded records.

Profiling

Profiling provides a breakdown and distribution of all vocabulary key values in a graphic format. It can help you identify issues and anomalies in data quality. Profiling is not limited to a data set, meaning that it displays information about vocabulary key values coming from different data sources.

Profiling is a beta feature. To access profiling, go to Administration > Feature Flags, and enable the Profiling dashboards feature.

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You can view profiling at any stage of the data ingestion process: immediately after uploading the data, after creating the mapping, or after processing the data. Profiling is type-specific, so if you change the data type during mapping and then process the data, the profiling dashboard may look different from when you first uploaded the data. For example, if you change the data type for the ‘Revenue’ column from text to integer, the profiling dashboard will display metrics such as minimum value, maximum value, and average value instead of a breakdown and distribution of text values.

To view profiling

  • In the column header, open the menu, and select View profiling.

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    For more information, see Vocabulary keys.

Data set filters and operations

Data set filters and operations allow you to view, search, and analyze uploaded data based on various criteria. Additionally, you can switch to edit mode to manually change values and add columns.

Data set filters and operations are an alpha feature. To access data set filters and operations, go to Administration > Feature Flags, and enable the Data Set Filters & Operations feature.

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Filter records

You can apply the following filters to any column:

  • Search – select a specific value in the column to display all records containing the selected value.

  • Is empty – display all records where the column contains empty values.

  • Is not empty – display all records where the column does not contain empty values.

  • Aggregation – consolidate and summarize all values contained in the column.

To apply a filter

  • In the column header, open the menu, select Filter, and then select the needed option.

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    All applied filters are displayed in the Filters tab. If you don’t need a filter temporarily, you can disable it and enable it again when needed. If you no longer need a filter, you can delete it by selecting the delete icon.

Sort records

You can sort the records by the following criteria:

  • Sort by oldest – arrange the records in ascending order based on the time they were created, displaying the oldest records first.

  • Soft by new – arrange the records in descending order based on the time they were created, displaying the most recent records first.

Switch to edit mode

In the edit mode, you can make changes to the values directly in the cells and add columns to the data set.

Exiting the edit mode reverts all changes made to the data set in the edit mode and returns the data set to its original state.

To switch to the edit mode

  • Next to the sorting dropdown, open the menu, and select Switch to edit mode. Then, confirm that you want to switch to the edit mode.

To make manual changes

  1. Click on the value that you want to change and make the needed changes. The edited value will be displayed in bold.

  2. Select Save. The bold formatting of the changed value disappears.

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    The history of your manual changes is displayed in the Operations tab. If you no longer need the change or you made it by mistake, you can revert the change. To do it, select the Undo the last operation icon or the delete icon. Note that changes can only be reverted consecutively, one by one, and not selectively.

To add a column to the data set

  1. Select Add column.

  2. Enter the column name.

  3. Select the column type:

    • Stored column – generate the values for the column: empty values that can modified later, values based on other existing fields in the data set, or values based on the low-code approach expression.

    • Computed column – combine the values from two already existing columns into one new column.

  4. Select Next.

  5. Choose an option for generating the values for the column fields:

    • (Stored column) Empty – a new column with empty fields will be added to the data set.

    • (Stored column or computed column) From existing fields – select the fields from the data set that you want to combine to create values for a new column. You can add multiple fields. By default, the values are separated with a space, but you can enter another delimiter if needed.

    • (Stored column or computed column) Expression – enter a C.E.L supported expression to create values for a new column.

  6. Select Save.

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To exit the edit mode

  • Next to the sorting dropdown, open the menu, and select Switch to original. Then, confirm that you want to switch back to the original mode.

    All changes made in the edit mode will be lost.

View duplicates

This feature allows you to check if the column contains duplicate values. Viewing duplicates in a column is available only after the mapping for the data set has been created.

To view duplicates

  1. Open the menu in the column heading, and then select View duplicates.

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    You can view the total number of duplicate values in the column, identify which values are duplicates, and see how many times each duplicate value occurs.