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Change Case

Abstract

Change text columns to upper or lower case.

Use when you want to change the case of text values to either uppercase or lowercase.

Case matters when predicting text values. Using the Change Case tool to clean up your data before running a prediction cleans the data. If you don't clean your data before using prediction tools, such as the Classifier, Regressor, or Predictor tools, the prediction tools can interpret values like "True" and "true" as two different values.

Input

The Change Case tool requires one data input.

Configuration

Use the following configuration options to configure the Change Case tool.

Configuring the Change Case tool

  1. Go to the Pipes module from the side navigation bar.

  2. From the Pipes tab, click an existing pipe to open, or create a new pipe. To create a new pipe, read the Creating a pipe documentation.

  3. Locate the pipe you want to work with and click to open it.

  4. In the Pipe builder, add at least one data source to your pipe. For more information on adding a data source, see the Data tool.

  5. Click symon_add_icon.png + Tool.

    The Tools modal opens where you can add tools, such as the Aggregate tool to your pipe.

  6. In the Tools modal, search for Change Case and then click + Add Tool.

    Tip

    You can also find the Change Case tool in the Organize section.

  7. Click the tool node and drag the line to the next tool to connect the tools. If you need to undo the action, click the line and then click Unlink.

  8. In the configuration pane, enter the following information:

    Table 81. Change case tool configuration

    Field

    Description

    Target columns

    Select the column for which you want to change the text type.

    Change to

    Select one of the following options to change the text case to lowercase or UPPERCASE



Usage example

For example, if you want to evaluate the performance of your sales team to boost sales performance and identify areas for improvement.You want to use prediction tools to analyze historical data and forecast future sales outcomes, but you must clean the data before you can do that.

Without standardizing data, especially the casing of text entries, sellers’ performances might be inaccurately reported if different case versions of text values are treated as distinct entities. For example, user-generated entries for sales stages such as "Closed-Won" and "closed-won" could mistakenly be treated as separate categories, skewing the comparative and predictive analyses.