Generated Columns allow you to perform calculations, groupings, and transformations on data in your Data Table based on rules or instructions that you select. This is a powerful tool that can allow you to analyze your data in additional ways in your Dashboards. The most commonly used forms of generated columns are Value Map, Group by Value, Calculation and Aggregation.
Value Map allows you to transform text to number or text to text. Unlike the “Rename Values” tool that layers the renamed values on top of your actual data without changing the underlying data, the data that is in the “Value Map” generated columns is itself changed.
As an example of text to text: if you have a column with “Site Name”, you can create a new column that buckets the specific site names into categories like “School”, “Food Pantry”, and “Other”.
As an example of text to number: if you have a column with yes/no values, you can create a new column that contains 0/1 values (0 for “no” and 1 for “yes”). This will allow you to perform calculations with the data such as the overall percentage of “yes” values.
Group by Value allows you to bucket values from a specified field into different groups based on numeric ranges that you select for each group. “Group by Value” can be used to transform an unlimited range of number data into a finite range of string data (the labels that you give to each of the group options). The data in this generated column can be used for filtering or to make your data more comprehensible by looking at it in groups.
For example, you could bucket participants into a “Low Engagement” group or a “High Engagement group” based on whether they have below or above 50 hours in the “Participation Hours” field.
Rollup allows you to perform calculations between two different data tables. Once you have set up the relationship between data tables using the Manage Relationships feature, the Rollup allows you to transfer data from one data table to the other.
For example, if you have a list of participants and their zip codes in one Data Table, and a list of census data by zip code in another Data Table, you can calculate the number of participants per zip code in the census data table.
Calculation allows you to perform simple or complex calculations based on an equation that you create by selecting operations (e.g. add, subtract, multiply, divide) to perform on specific fields.
For example, if you have three different columns for tracking “Breakfast Meals Delivered,” “Lunch Meals Delivered,” and “Dinner Meals Delivered,” you can create a new column that adds up the values in those three columns to display “Total Daily Meals Delivered”.
Aggregation allows you to perform an aggregation (sum, average, maximum, or minimum) of multiple selected fields.
For example, if you have 12 columns for tracking the number of meals delivered each month, you can create a column that calculates the average number of meals delivered each month, or the total number of meals delivered over the year.
Geocoding and Map Geocoding Value utilize more advanced geodata. Geocoding allows you to create data that our geo map tool can utilize in different ways. With a typical address or zip code you will be able to visualize data by that zip code, but with a geocoded value you will be able to visualize data by city, county, state, or country. To use the geocoding feature, simply choose which field contains your zip code or address and the system will calculate everything on the backend.
Please reach out to the Support team or your Client Manager if you have specific questions around using these categories.