Best Practices

  • Excel to Wrangler: VLOOKUP

    Excel Context VLOOKUP is a powerful and much-used Excel function. If you’re not familiar, it finds a lookup value in a table and returns the corresponding value of another column. This is great for looking up information by reference. This is a very commonly used function in Excel to reconcile, combine, or merge information from multiple worksheets and workbooks. Wrangler Context Wrangler provi…

  • Excel to Wrangler: Pivot Tables

    Excel Context Pivot tables are one of Excel's most powerful features. A pivot table allows you to extract the important information from a large, detailed data set. A pivot table can automatically sort, count, total or give the average of the data stored in one table or spreadsheet, displaying the results in a second table showing the summarized data. Wrangler Context You can use two primary…

  • Excel to Wrangler: Text Concatenation

    Excel ContextThe concatenate or the '&' operator combines data from two or more columns into a single column. Common examples that require concatenation in Excel are joining names and address parts, combining text with a formula-driven value, displaying dates and times in the desired format, to name a few.Wrangler ContextWith Wrangler it is possible to combine multiple values into a …

  • Excel to Wrangler: Text Manipulation

    Excel Context Excel has a number of text functions that can help you to extract a word or a text from a cell. There are multiple formulas, or combination of formulas to use, depends on your situation. Excel provides formulas to extract text by position starting from the left (LEFT), right (RIGHT) or a position in between characters (MID). Often FIND is used to retrieve a position of a character o…

  • Excel to Wrangler: Extracting Text

    Excel ContextWith Excel a new column can be inserted between 2 existing columns. From there, this is possible to enter new values or new formulas in these additional cells. There are ways to extract text based on the position of text, but beyond that Excel lacks the ability to extract information based on patterns. Wrangler ContextWith Wrangler there’s no need to insert a new column before ente…

  • Excel to Wrangler: Unpivot

    Excel ContextFrequently, data that comes from Excel is formatted for ease of manual entry: one row for each unique key (for example, a person name), and one column for each unique data point (for example, the time spent on a task in a given month). While this denormalized representation of data makes it easy to record data in an ongoing manner, denormalization makes it difficult to summarize and r…

  • Excel to Wrangler: Move/Rearrange a Column

    Excel ContextMoving a column in excel is more of a pre-step in larger data preparation activity. It might be followed by more complex activity such as VLOOKUP or might be used for ease of visibility to view the data in two columns side by side.Wrangler ContextMoving column in Wrangler is not a prerequisite for a VLOOKUP equivalent data preparation step but might be used for better visibility purpo…

  • Excel to Wrangler: Index-Match

    Excel ContextINDEX-MATCH and INDEX-MATCH-MATCH are essential and versatile formulas that performs a vertical lookup and matrix lookup respectively. If you’re not familiar, the combination of the INDEX and MATCH formulas produces scalable lookups in Excel which have advantages over simpler lookup formulas such as VLOOKUP, HLOOKUP, MATCH, and any combination of those formulas. Since this is a dyna…

  • Excel to Wrangler: Filtering

    Excel ContextIn Excel, you frequently work with datasets that contain records that belong to various groups--for example, your dataset may include people who live in multiple states. When analyzing your data or designing transformations, it can be useful to filter your dataset so that you only see records that meet a certain condition.Wrangler ContextTrifacta Wrangler allows you to apply multiple …

  • Excel to Wrangler: Merge Spreadsheets

    Excel ContextIf you get workbooks that have identically data structured on each worksheet, you may be interested in a way to combine the multiple worksheets into a single, large worksheet. There isn’t a dedicated tool in Excel to append multiple datasheets or workbooks together. However you can achieve it through multiple methods.You can simply copy the rows from one worksheet to append it to an…

  • Excel to Wrangler: Text to Columns

    Excel ContextThe Text to Columns Wizard in Excel enables users to split cell data into multiple columns based on a delimiter, such as a space or a character.On the data tools area, there is a shortcut for the Text to Columns Wizard. Wrangler ContextWrangler transform: split or extractData: 1data.csvWrangler solution:In Wrangler, a user utilizes the functions Split and Extract to extract data to m…

  • Excel to Wrangler: Undo & Redo

    Excel ContextIn Excel, you can undo and redo up to 100 actions in order. This is a commonly used tool to adjust or check formulas and calculations within Excel. There are shortcuts for undo and redo in the quick access toolbar.The keyboard shortcut for undo is CTRL + Z for a PC and COMMAND + Z for a Mac. Similarly, the redo keyboard shortcut is CTRL + Y for a PC and COMMAND + Y for a Mac. Wrangler…

  • Excel to Wrangler: Cleaning Data in Excel

    Your data output is only as good as your data input. If you leave undiscovered invalid, incorrect, or inconsistent data, your analysis and the decisions that you’ll be taking can be jeopardized. This is why it is critical to have a well organized, repeatable and trustworthy process to generate accurate data you can rely on.The process to cleaning data must always starts by assessing the data iss…

  • Excel to Wrangler: Slow Excel Spreadsheets

    Excel ContextIf there is one thing we may have all experienced, it is the frustration to keep up with slow excel spreadsheets. While it may be negligible when there is less data, it becomes more profound as you add more and more data and calculations to the workbook.There is hardly anything you can do about slow Excel spreadsheets. Excel is a good application to deal with megabytes of data, even f…

  • Excel to Wrangler: What Wrangler Is, What it is not

    Excel is often used to manipulate data, clean it up, consolidate various data sets together, generate summarized views, create some key indicators and provide trends to communicate insight and build reports. Excel users have been pushing this wonderful solution to its limits, bending it to its maximum to manipulate data because this is the tool they know the best. Eventually they reach the conclus…

  • Excel to Wrangler: Conditional Aggregation

    Excel ContextThe SUMIF formula allows you to sum a range of cells if they meet the criteria that you specify. The SUMIF function syntax has the following arguments:range: The range of cells that you want evaluated by criteria. Cells in each range must be numbers or names, arrays, or references that contain numbers. Blank and text values are ignored. criteria: The criteria in the form of a number…

  • FAQ: When should I gather a new random sample?

    Sampling is only available in Wrangler Enterprise. New random samples can be generated to get more accurately representative distributions of a dataset's values. However, if no transforms have been done that alter the makeup of the data’s rows, then sample generation is not possible, as indicated by the tooltip message for the collection button in the Sampling Menu. If any one of particu…

  • BEST PRACTICE: Splitting Data into Multiple Columns

    When wrangling data in Trifacta, you may need to split data from a single column into multiple columns. You can use predictive transformation or wrangle script to create multiple columns from a single column. This article explains the best practices to follow when using either predictive transformation or wrangle script to create multiple columns.Predictive Transformation Depending on the desired …

  • BEST PRACTICE: Methods for Transforming a Dataset

    To transform your datasets, you build a series of steps in your transformation recipe. You can build your steps using the following methods: Make selections: Choose something in the data grid. At the bottom of the screen, suggestion cards are provided based on your selection and accumulated intelligence from usage of the platform. Transform Builder: Using Builder, you can select transformations…

  • HOW TO: Using column ranges and column wildcards

    Does your dataset have a bunch columns or nasty syntax over multiple columns?  Don’t waste your time fixing the issues column by column.  With column ranges and wildcards, you can transform many or all columns with one line of script. Column Ranges A range of columns can be specified in your transform by using a tilde (~). For example, in the dataset below, let’s say we wanted to drop column…

  • VIDEO: Data Aggregation Methods in Trifacta

    Learn about data aggregation and the data aggregation methods that you can use in Trifacta.See also:FAQ: What is data aggregation and when should I aggregate?keywords: aggregate, aggregation…

  • HOW TO: Reset User Passwords (Administrator)

    A Trifacta administrator may need to change a user's password or disable a Trifacta user account.  NOTE: Self-Service Password Reset is available with Trifacta Wrangler Enterprise, please contact your CSA or support@trifacta.com for details.1. When logged in as an Admin, go to 'Admin Settings' from the User menu. 2. Scroll to 'Users' and click the 'Edit Users'…