When you load data into a dataset, CRM Analytics tags a text (dimension) column as a number (measure) column if it contains only numbers. For example, CRM Analytics tags a numerical Room Number column as the number type, even though it’s text that identifies rooms. To group and filter by a number column, use the Number To Text transformation to change a Number column type to Text. You can group and filter by text columns only.
Required Editions
Number to Text Transformation: Convert the Column Type
| User Permissions Needed | |
|---|---|
| To manage and create a recipe: | Edit CRM Analytics Dataflows OR Edit Dataset Recipes |
- In the Transform node of a Data Prep recipe, select the number (measure) column you want to convert to the Text (dimension) column type.
- In the Transform toolbar, select Number to | Text.
- Under Show Results In, select whether the new values appear in a new column and whether to keep the original column.
- If you elect to create a column, set the label under Column Label.
- To change more column attributes, click the Column Attributes box, change them, and
click Apply.
Based on the output column’s datatype, you can set these attributes.
Attribute Description API Name The API name of the column. The column API name can each be up to 255 characters. The API name must also be unique within the recipe.
Precision The maximum number of digits in a numeric (measure) column. Includes all numbers to the left and to the right of the decimal point (but excludes the decimal point character). Enter an integer from 1 through 18, inclusive. If a numeric value exceeds the specified precision, the value is set to 0 or null, depending on whether null measure handling is enabled. For example, if precision is set to 5 and null measure handling is enabled, the numeric value 123456.78 is replaced with null.
Scale The number of digits to the right of the decimal point in a numeric column. Enter an integer from 0 through 17, inclusive. The scale must be less than the precision. For example, if the numeric value is 123456.789 and you set the scale to 2, the number appears as 123456.78.
Length The maximum number of characters in a text (dimension) column. Enter an integer from 1 through 32000, inclusive. The default length is 255 characters.
Date Format The date format of a date column.
For more guidelines, see the “Field Name Restrictions” section in this help topic.
- To add the transformation to the Transform node, click Apply. The Preview tab shows the text column.
- To view the Graph area, click the Collapse button (
). - Save the recipe.
Run the recipe to convert the column type to Text.