Consolidate Step

The Consolidate step creates grouping, summing, and descriptive statistics indicator rules to analyze consolidated information in the data preparation flow. Use it when you need to summarize many records into totals by category. Consolidate is in the Aggregation category of the toolbar.

How to configure

Select which columns will be kept in the output and define the consolidation rule for each one.

• Column Selection: chooses one or more columns that will be displayed at the output port. At least one column must be selected.

• Column Status: indicates whether the column is Valid or Invalid. The status becomes Invalid when the column is deleted in the input step connected to Consolidate, or when its data type is changed in that step. In this status, the platform allows the column to be deleted.

• Source Name: shows all columns from the input step. The values in this column are not editable.

• Action: defines how the column is consolidated. Options vary according to the data type.

• Rename Column: allows changing the name the column will have at the output of the step.

• Close Button: closes the screen without saving and returns to the Designer.

• Save Button: saves the settings.

The available actions depend on the column's data type:

• Date: Group, Count, Count Distinct, Minimum, Maximum, and First.

• Alphanumeric: Group, Count, Count Distinct, Minimum, Maximum, and First.

• Numeric: Group, Average, and Sum.

Example of use

Consider an input table with the columns Business, Date, Account, Value, and Description, with four records: two from business A (values 100 and 200) and two from business B (values 120 and 80).

The objective is to total the value per business. To do this, configure the Business column with the Group action and the Value column with the Sum action.

The output has two columns, Business and Value, with one row per business: A with a total of 300 and B with a total of 200.

Related articles

• Merge Step

• Lookup Step