Table Builder

Empower Your Data Analysis with Excel-Like Simplicity

Unlock the power of data engineering without writing a single line of SQL! Presight's Table Builder brings the flexibility and familiarity of Excel into your data analytics workflow. It allows you to effortlessly create new tables with specific conditions and filters directly from your database.

Imagine shaping and analyzing your data just like you would in Excel, but with the robustness of a powerful data platform. With Table Builder, you can transform and manipulate your data intuitively, making complex data engineering tasks accessible to everyone.

---

Use-Cases

• Filter Datasets When you have a rather unclean datasets resulting in a lot of filtering in other to use them comprehensively, then using table builder to create a new clean one is a good way to navigate this without altering anything in the raw data collection process. Find the Demo Use Case here: Filter a Dataset

• Simple Data Enrichment

• Advanced Data Enrichment - Segmentation

• Advanced Data Transformation - Working with Project Data

---

Getting Started with Table Builder

Table Builder can be accessed easily within your Presight workspace, offering a user-friendly interface that simplifies data manipulation. Here's how you can get started:

Accessing Table Builder

You can launch Table Builder in two ways:

1. Via the Left-Side Panel:

   • Navigate to the left-side panel within your Presight workspace.

   • Click on the Table Builder icon to start crafting your custom table.

     
2. When Breaking Down a Metric by a Dimension:

   • While analyzing a metric, choose to break it down by a dimension.

   • From the dimension list, select the option to create a new table.

     

Creating a New Table

Once you've accessed Table Builder:

• Name Your Table: Give your new table a meaningful name that reflects its purpose.

• Add Columns: Start adding columns to your table. You can:

  • Drag and Drop Raw Data Columns: Select columns directly from your existing data tables, located on the left-side pane.

  • Use Formulas for Calculated Fields: Apply Excel-like formulas to create new dimensions with advanced filters and conditions.

• More Transformation: Filter your new tables based on existing columns or new columns you've just created.

Create and transform columns using Excel-like Formulas

Table Builder supports a wide range of formulas, allowing you to perform complex calculations and data transformations effortlessly. Some of the functions include:

• Mathematical Functions: SUM(), AVERAGE(), COUNT(), MIN(), MAX()

• Date and Time Functions: MONTH(), YEAR(), DAY(), PREVIOUS(), NEXT()

• Conditional Logic: IF(), AND(), OR(), NOT()

• Text Manipulation: CONCATENATE(), UPPER(), LOWER(), TRIM()

These functions enable you to manipulate and analyze your data just like in Excel, but with the scalability and performance of Presight's platform.

More on supported Data Transformation Formulas

Data Transformation Formulas

Saving and Utilizing Your Table

After configuring your table:

• Review Your Table: Ensure all columns and formulas are set up correctly.

• Set Table Details:

  • Table Name: Confirm or update the table name.

  • Description: Add a description to explain the purpose of the table.

  • Column Visibility: Choose which columns to display or hide.

• Save Your Table: Click Save Table to finalize your new table.

Once saved, your custom table becomes available in your workspace:

• Access Your Table: Find it in the dimension list when breaking down metrics.

• Analyze Metrics: Use your new table to create or break down relevant metrics and gain deeper insights.

• Share and Collaborate: Your table can be shared with team members, enhancing collaboration.