Create buckets - Text

Create buckets - Text





You can choose to implement bucketing in a text column using conditions.

Consider a situation where you need to assign people to specific teams.  You can implement the logic of adding values to a bucket, which in this case is the team name. 

Name
Team
 Sena, Stephen, Alfy  Sales
 Weber, Tandy, Hallsy
 Marketing
 Jared
 Engineering
 Jerrie, Karim
 Support


In order to start the bucketing process with this data, you can form the conditions, such as:

If value in ( Sena, Stephen, Alfy ), add to the bucket: Sales
If value in ( Weber, Tandy, Hallsy ), add to the bucket: Marketing
If value in ( Jerrie, Karim ) add to the bucket: Support
If value in ( Jared ) add to the bucket: Engineering

Apart from the "in" condition, you can use the following other conditions:
  1. not in
  2. contains
  3. doesn't contain
  4. begins with
  5. doesn't begin with
  6. ends with
  7. doesn't end with
  8. regex

To apply bucketing in a text column:  
  1. Right-click the text column in the  Studio  page. 
  2. Select the Create Buckets option from the context menu. 
  3. In the Studio  panel, give a name to your new column under Base column name
  4. Enter the label for the bucket in the field  Bucket label.  
  5. If the selected column has values that won't fit in any of the conditions, it is marked with a separate label such as NA under the  Label for unmatched values  option. 
  6. Enter the conditions as required and click Save  (please refer to the sample use cases and examples above). 
  7. A preview of the resultant column will be shown next to the selected column in the data grid.
  8. Click Apply.



To apply filters

If you want to apply some filters along with this transform, you can use the filters functionality.

1. Click the  Filters  tab.

2. Click the   icon and add the required columns in the Filters section. You can also reorder the filters using the drag and drop method.



3. For every column added, you can select one of the following options from the drop-down:
  1. Actual: This option lets you filter rows based on the actual values in the column. Click  here  to know more.
  2. Data quality: This option lets you filter rows based on the quality of data in the column. Click  here  to know more.
  3. Patterns: This option helps you filter rows based on the data patterns in the selected column. Click  here  to know more.
  4. Outliers: This option allows you to filter rows based on the outliers present in the data of the selected column. Click  here  to know more. 
Notes
Note: The filter options are displayed based on the datatype of the column added for the filter.

4. When you add more than one filter to the  Filters  section, the logical operators, AND or OR appear next to the filters. You can click to toggle the logical operator between AND and OR.
  1. Using the logical operators, you can combine the conditions and apply logic to determine the rule of precedence. The final expression is displayed in the  Criteria expression  box. You can click  Edit  to alter the default expression using logical operators and parenthesis to specify the precedence or the sequential order as to which condition should be evaluated first. Click Save after making the required changes. 
  1. For example, In the expression, ((1 OR 2) AND (3 OR 4)) , at first the condition ( 1 OR 2 ) will be executed and the condition ( 3 OR 4 ) will be executed next. Thirdly, since, the AND operator is used, the filter will be applied when both the conditions are true.
5. You can further drill down to choose specific values based on the filter option selected for each filter, in the next section.


For example, in the above screenshot, the  Data quality  option is selected for the All columns filter in the  Filters  section. Based on the selection, further options to filter specific values are displayed in the  All columns (Data quality)  section.

6. You can choose to include or exclude the selected items in the last section.

7. If you want to remove all the filters for some reason, you can use the  Clear  button.

8. A live preview of the filter transform is shown as you make changes. 

9. Click the  Apply  button to apply the transform along with the filters.

SEE ALSO


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Create buckets - Number

                                                                                                                The bucketing transformation groups values in multiple ranges or buckets for easier understanding of highly scaled data. The granular details of such data can prevent us from getting a broad view of the data. This form of grouping values in a range ...
                                                                                                              • Create buckets - Date

                                                                                                                You can classify a group of date values or individual dates using the bucketing technique. The bucketing options for a date column are: Weekday or not Month of the year
 Week of the year
 Week of the month
 Day of the year
 Day of the month Minute of ...
                                                                                                              • Text and pattern matching

                                                                                                                Zoho DataPrep supports the following text and pattern matching types. Text literals: Text literals are used to match the exact specified text in your data. Regular expressions: Regex are used to match data based on the expression provided. For ...
                                                                                                              • Extract from text

                                                                                                                Zoho DataPrep offers options to identify and extract a subset of the data from a column. You can extract very specific portions of the column data using the extract transform. For example, your column contains a mixture of letters and numbers, but ...
                                                                                                              • Create workspace and add new dataset

                                                                                                                To import data, you need to create a new workspace, or open an existing workspace and add a dataset. To import data 1. Create a new workspace from the home page using the Create workspace option. Alternatively, you can select an existing workspace if ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources