It explains:
How to create and name new functions in eyko.
How to concatenate data fields, define parameters, and apply delimiters.
How to create multi-layered and aggregation-based functions (e.g., counts or cleaned IDs).
How to save, test, and verify functions for accuracy in reports and dashboards.
Best practices for naming, testing, and managing transformation logic efficiently.
Key Steps
Step 1: Start a New Function 0:09
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Click on the 'Start' button to add a new function.
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Name the function (e.g., 'customer'). This function will combine customer ID and customer name.
Step 2: Select Data to Concatenate 0:23
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Choose 'customer ID' from the data options.
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Locate and select the 'concatenate' function from the list.
Step 3: Define Concatenation Parameters 0:32
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Select 'customer name' as the second item to concatenate.
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Choose a delimiter (e.g., a dash) to separate the concatenated values.
Step 4: Save and Verify the Function 0:46
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Save the function.
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Go into edit mode to view the new function and confirm it works as expected.
Step 5: Create a Multi-layered Function 1:18
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Click 'Add' to create another function (e.g., 'order').
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Locate 'sales orders' and select 'order ID'.
Step 6: Clean Up Order ID 1:36
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Use the 'right' function to drop the 'ORD-' prefix from the order ID.
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Use the '+' operator to append the word 'order' to the cleaned ID.
Step 7: Save and Review the Order Function 2:10
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Save the function and check the output for readability.
Step 8: Create a Count Function 2:34
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Name the function (e.g., 'count of products').
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Select 'sales order details' and find 'product ID'.
Step 9: Use Aggregation to Count Products 2:50
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Choose the 'count' function to count non-blank product IDs.
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Save the function.
Step 10: Understand Aggregation Context 3:34
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Note that aggregations are context-driven based on the report or dashboard they are used in.
Step 11: Review the Report 4:05
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Pull up a report to see how 'count of products' is displayed alongside total quantity.
Cautionary Notes
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Ensure that the delimiter used in concatenation does not conflict with existing data formats.
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Be aware that aggregations may yield different results based on the context of the report.
Tips for Efficiency
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Use meaningful names for functions to easily identify their purpose.
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Test functions after creation to ensure they perform as expected before finalizing.