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Period mapper

Abstract

Use the Period mapper tool to map a date column in your data set into a calendar period.

Use the Period mapper tool to map a date column in your data set into a calendar period. This tool adds a new column in row viewer, displaying the time period that your data maps to.

The Period mapper only allows a three-year default time period. If you input a date outside that range, the tool will default to the three-year mark.

Define the Start date, End date and Period type. Choose from the following calendar period types:

  • Months: A period of a calendar month, such as 30 days.

  • Half months: A period of exactly half a calendar month, such as 15 days.

  • 2 week periods: A period of 14 days.

  • 4 week periods: A period of 28 days.

  • Weekly periods: A period of 7 days.

Note

You can switch to different time periods at any time. The Period mapper automatically names the Time period names by default, but you can update these values at any time.

If you have an end date that is less than half the period, the Period mapper combines it into the previous period. If you have an end date that is more than half the period, the Period mapper puts it into a new period.

Any out of range dates appear in the period column as Out of range.

When to use this tool

Use the Period mapper to split your data to aggregate it for analytic purposes. The Period mapper supports a fiscal calendar year, so you can use this to align with your fiscal year.

Configuration

Use the following configuration options to help create your rules.

Configuring the Period mapper tool

  1. In your Pipe builder, add your data source.

  2. Click symon_add_icon.png + Tool.

  3. In the search bar, search for Period mapper. Click + Add tool.

    Note

    You can also find the Period mapper tool in the Sales Performance section.

  4. Connect the tool to your data set.

    Note

    The Period mapper requires at least one date column available in your data set.

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

    Table 69. Period mapper configuration

    Field

    Description

    Target column

    Select the date column to use from the drop-down menu.

    New date column

    Enter the name of the new date column.

    Start date

    Select the date where the period starts.

    End date

    Select the date where the period ends.

    Period type

    Select the period type from the drop-down list:

    • Monthly

    • Half months

    • 2 week periods

    • 4 week periods

    • Weekly periods

    Out of range

    Any out of range dates appear in the period column as Out of range.