Create bucket - Date

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:
  1. Weekday or not
  2. Month of the year

  3. Week of the year

  4. Week of the month

  5. Day of the year

  6. Day of the month
  7. Minute of the hour

  8. Time of day
  9. Custom date range

Weekday or not

This option lets you create a new column next to the date column to classify weekdays and weekends. 

To apply the Weekday or Not option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select  Create Buckets  from the context menu. 
  3. Select the  Weekday or not  option from the Select bucket options dropdown in the Transform panel
  4. You can set the days of the week under the sections Weekdays or Weekends.
  5. Enter a name for your new column in the New column name field. 
  6. A preview of the new column will be shown in the data grid. 
  7. Click Apply .
      
            

Month of the year

This option lets you create a new column next to the date column to classify the months of a year.  To apply the Month of the year option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. In the Transform panel, select the Month of the year option from the Select bucket options  dropdown. 
  4. Enter a name for your new column in New column name. 
  5. Choose one of the options from the Create Buckets Using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply .

Custom range

You can use a custom range to input the conditions to determine the bucket labels.
  1. To do this, enter conditions using these comparative operators:
    1. Equal to (=), more than (>), or more than or equal to (>=), as part of the Start condition .
    2. Less than (<), or less than or equal to (<=), as part of the End condition .
  1. For example, the start condition to classify the date if it falls in the first half of the year will be greater than or equal to 1 (1st month). 
           The end condition will be less than or equal to 6 (6th month). Enter the bucket label as H1, 2018. 
  1. The start condition to classify the date if it falls in the second half of the year will be greater than 6.
          The end condition will be less than or equal to 12. Enter the bucket label as H2, 2018. 



  1. If the selected column has values that don't fit any condition, it will be marked as "N/A". You can edit this label in the Label for unmatched values  field. 
  1. Use the + button to add another condition below the current one or the -  button to delete the current condition.
  1. The buckets will be in the new column, next to each value in the selected date column that fits the range.

Specific values 

You can use the Specific Values option to label specific values from the selected numerical column as a bucket. 

To do this, enter conditions using these options:
  1. In 
  2. Not in

For example, if you want to bucket the months based on a season like Autumn, enter the months with the condition "in" and enter the label name under Bucket label as "Autumn" and click Apply .
 
If you choose the "not in" condition, every other value which is not mentioned in this condition will get bucketed under one label.



           

Week of the year

This option lets you create a new column next to the date column to classify weeks of the year. 

To apply the Week of the year option to a date column:  

  1. Right-click on the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select the Week Count option from the  Select bucket options  dropdown in the Transform  panel. 
  4. Enter a name for your new column in New Column name
  5. Choose one of the options in the Create Buckets Using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply .

Custom range

You can use the Custom Range option to input the conditions to determine bucket labels.
  1. To do this, provide conditions using these comparative operators:
    1. Equal to (=), more than (>), or more than or equal to (>=), as part of the Start condition.
    2. Less than (<), or less than or equal to (<=), as part of the End condition.
  1. For example, the start condition to classify the date if it falls in the first half of the year will be greater than or equal to 1 (1st week).
          The end condition will be less than or equal to 26 (26th week). Enter "H1, 2018" as the bucket label.
          The start condition to classify the date if it falls in the second half of the year will be greater than 26.
          The end condition will be less than or equal to 52. Enter "H2, 2018" as the bucket label. 




  1. If the selected column has values that don't fit any condition, they will appear as "N/A". You can edit this label in the Label for unmatched values option.
  1. Use the +  button to add another condition below the current one, or the -  button to delete the current condition.

Specific values 

You can use the Specific Values option to label specific values from the selected numerical column as a bucket.

To do this, provide the following conditions:
  1. In
  2. Not in
  1. For example, if there is a high volume of sales in a grocery store during specific weeks of the year such as holidays, you can select the Specific Values  option, select the "In" condition and enter the week numbers, e.g.-  45, 46, 47. Enter the Bucket label as "High sales week" and click apply.
  1. You can enter the same weeks in the "Not in" condition.  The ones that are not in the mentioned months can be named "Low sales week".
  1. The ones that do not match the condition will have the default value "N/A".  





Week of the month 

This option lets you create a new column next to the date column to classify the weeks in a month. 

To apply the Week of the Month option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. In the Transform panel, select the Week of the month option from the Select bucket options  dropdown. 
  4. Enter a name for your new column in the New column name field. 
  5. Choose one of the options in the Create buckets using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply

Custom range 

You can use the Custom Range option to enter the conditions to determine bucket labels.
  1. To do this, enter conditions using these comparative operators:
    1. Equal to (=), more than (>), or more than or equal to (>=), as part of the Start condition 
    2. Less than (<), or less than or equal to (<=), as part of the End condition 
  1. For example, if the first two weeks of every month have a high volume of sales of your product, you can classify the weeks using start and end conditions: >= 1 and <=2 as "high sales" and >2 and <=4 as "low sales". 
  1. If the selected column has values that don't fit any condition, it will be marked as "N/A". You can edit this label in the Label for unmatched values option. 
  1. Use the + button to add another condition below the current one, or the - button to delete the current condition.




Specific values

You can use the Specific Values option to label specific values from the selected numerical column as a bucket.
  1. For example, if a certain week of each month has a high volume of sales in your company, you can select the Specific Values option, enter the week number, and label it as "Peak sales week". 
  1. The entries that do not match the condition will have the default value "N/A".  



Day of the year 

This option lets you create a new column next to the date column to classify the days in a year. 

To apply the Day of the year option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select  Day of the year  from the Select bucket options  dropdown in the Transform panel
  4. Enter a name for your new column in the New column name field. 
  5. Choose one of the options in the Create buckets using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply .
Custom range 

You can use the Custom Range option to input the conditions to determine bucket labels.
  1. To do this, enter conditions using these comparative operators:
    1. Equal to (=), more than (>), or more than or equal to (>=), as part of the Start condition
    2. Less than (<), or less than or equal to (<=), as part of the End condition
  1. For example, if there is a high volume of sales in your grocery store during the holiday season, you can select the Custom Range option and enter the Start and End conditions as >= 300 and <=356 to specify the range. 



  1. If the selected column has values that don't fit any condition, it will be marked "N/A". You can edit this label in the Label for unmatched values option. 
  1. Use the + button to add another condition below the current one, or the - button to delete the current condition.

Specific values 

  1. You can use the Specific Values option to label specific values from the selected numerical column as a bucket.
  1. For example, if your business sees a high volume of sales on the first 2 days of every month, you can select the Specific values option and enter the day numbers as: 1, 2, 32, 33, 60, 61, and so on through to 334 and 335. Assuming the rest of the month sees low sales, you can select the "Not in" condition to label the days which do not fall under high sales volume. The ones that do not match the condition will have the default value "N/A".  


Day of the month

This option lets you create a new column next to the date column to classify the days in a month. 

To apply the Day of the month option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select the Day of the month option from the Select bucket option dropdown in the Transform panel
  4. Enter a name for your new column in the New column name field. 
  5. Choose one of the options in the Create buckets using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
      6. Click Apply .

Custom range 

You can use the Custom Range option to input the conditions to determine bucket labels.
  1. To do this, enter conditions using these comparative operators:
    1. Equal to (=), more than (>), or more than or equal to (>=) as part of the Start condition
    2. Less than (<), or less than or equal to (<=) as part of the End condition
  1. For example, if you need to schedule different team meetings during the first half and the second half of the month, you can enter the start and end conditions using comparison operators: 
    1. If the day is between >= 1 and <=15, the label is "Technical discussion"
    2. If the day is between >15 and <=31, the label is "Status update" 
  1. If the selected column has values that don't fit any condition, it will be marked "N/A". You can edit this label in the Label for unmatched values option. 
  1. Use the + button to add another condition below the current one, or the -  button to delete the current condition.



Specific values  

You can use the Specific Values option to label specific values from the selected numerical column as a bucket. 

For example, if you want to schedule team meetings on the 6th and 20th of each month, you can enter 6 and 20 and label them as "Project management meet" and "Status meet".
The dates that do not match the condition will have the default value "N/A".

                    

Minute of the hour

This option lets you create a new column against the date-time column classifying hours of time in a day. 

To apply the Time of Day option to a date column:
  1. Right-click the date-time column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select the Minute of the hour option from the Select bucketing method dropdown in the Transform panel
  4. Enter a name for your new column in the New column name field. 
  5. Choose one of the options in the Create buckets using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply.
Custom range 

You can use the Custom Range option to input the conditions to determine bucket labels.

To do this, enter conditions using these comparative operators.
  1. Equal to (=), more than (>), or more than or equal to (>=) as part of the Start condition
  2. Less than (<), or less than or equal to (<=) as part of the End condition   

For example, if you need to specify meeting timings in your team, you can enter the start and end conditions using the comparison operators: >= 1 and < 3 as "Status update" and >=3, and <10 as "Product update".

If the selected column has values that don't fit any condition, it will be marked "N/A". You can edit this label in the Label for unmatched values option. 

Use the + button to add another condition below the current one, or the -  button to delete the current condition. 



Specific values 

You can use the Specific Values option to label specific values from the selected numerical column as a bucket. 

For example, if you want to schedule team meetings and first 10 minutes of each hour it is conducted, you can enter the minutes in which the specific meeting is to be conducted and label them as "Status update". 

The dates that do not match the condition will have the default value "N/A".  You can edit this label in the  Label for unmatched values  option.



Time of day 

This option lets you create a new column against the date-time column classifying hours of time in a day. 

To apply the Time of Day option to a date column:
  1. Right-click the date-time column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select the Time of day option from the Select bucketing method dropdown in the Transform panel
  4. Enter a name for your new column in the New column name field. 
  5. Choose one of the options in the Create buckets using section and fill in the required fields (see detailed descriptions below):
    1. Custom range
    2. Specific values
  6. A preview of the new column will be shown in the data grid.
  7. Click Apply .

Custom range 

You can use the Custom Range option to input the conditions to determine bucket labels.

  1. To do this, enter conditions using these comparative operators.
  1. Equal to (=), more than (>), or more than or equal to (>=) as part of the Start condition
  1. Less than (<), or less than or equal to (<=) as part of the End condition   
  1. For example, if you need to specify shift timings in your team, you can enter the start and end conditions using the comparison operators: >= 7AM and < 3PM as "Morning shift", >=3PM and <11PM as "Noon shift", and >=12AM and <7AM as "Night shift".


  1. If the selected column has values that don't fit any condition, it will be marked as "N/A". You can edit this label in the Label for unmatched values option.
  1. Use the + button to add another condition below the current one, or the - button to delete the current condition.

Custom date range 

This option lets you create a new column next to the date column to classify a range of dates and label them.

To apply the Custom Date Range option to a date column:
  1. Right-click the date column in the DataPrep Studio page. 
  2. Select the Create Buckets option from the context menu. 
  3. Select the Custom date range option from the Select bucketing method dropdown in the Transform panel
  4. Enter a name for your new column in the New column name field. 
  5. Select the from date and to date using the date picker and enter the bucket label. 
  6. For example, to label a range of dates during the holiday season, you can select the Start condition as December 6th, and the End condition as December 10th and label it as "Holidays". 
  7. If the selected column has values that don't fit any condition, it will be marked as "N/A". You can edit this label in the   Label for unmatched values  option.
  8. A preview of the new column will be shown in the data grid.
  9. 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. Seasonal: This option helps you filter rows based on the seasonal parameters such as quarter, month, week etc. Click  here  to know more.
  5. 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. 
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 AND 2) OR (3 AND 4)) , at first the condition ( 1 AND 2 ) will be executed and the condition ( 3 AND 4 ) will be executed next. Thirdly, since, the OR operator is used, the filter will be applied when either or both the conditions is 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




    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








                                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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • 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 - 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 ...
                                                                                                  • Date and time formats supported in Zoho DataPrep

                                                                                                    Datetime A datetime format is formed using various format strings such as yyyy, dd, mm, etc. All the supported format strings are incorporated into the date picker feature of DataPrep. You can simply click to select the required element to form or ...
                                                                                                  • Change date format

                                                                                                    DataPrep offers a wide range of predefined date and time formats. Choose to apply a predefined datetime format from the template or create your own custom format. Your custom format is saved to the template and can be used again in the future. To ...
                                                                                                  • Extract from date

                                                                                                    DataPrep provides various options to extract part of date values into a new column. The portions which can be extracted are: Year Quarter and year Month and year Week and year Date Time Quarter Month Week Day of the week Day of the month To extract ...
                                                                                                    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