Skip to main content

Varicent ELT Assistant

Period mapper

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

  4. Click symon_add_icon.png + Tool.

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

  5. 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.

  6. 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.

    Note

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

  7. In the configuration pane, under Target column, select the date column to use from the drop-down menu.

  8. Under New date column, enter the name of the new date column.

  9. Under Start date, select the date where the period starts.

  10. Under End date, select the date when the period ends.

  11. Under Period type, select the period type from the drop-down list:

    • Monthly

    • Half months

    • 2-week periods

    • 4-week periods

    • Weekly periods

  12. Expand the Advanced section, and under Out of range, any out of range dates in the period column will appear in the section.