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Creating matches to ensure same grouping of values

If you have two columns where date or time values are in different formats you might need to apply a method to ensure the same grouping of values is used in both tables. For example, in one data table there might be an integer column named 'Year', with values such as 2016, 2017, and so on, and in another data table there might be a column named 'Transaction Date', which contains values in the format DateTime.

About this task



Before you begin

Manual column matches must be authored in the installed client.

Procedure

  1. In the installed Spotfire client, open the analysis of interest.
  2. On the menu bar, select Data > Data Table Properties, and open the Column Matches tab.
  3. In the Data tables list, select one of the data tables of interest.
  4. Click New.
  5. In the New Match dialog, select the other data table under Right data table.
  6. Make sure the columns with the time-based information are selected in the Left matching column and Right matching column selectors.
  7. Click the column selector for the DateTime column and click Methods to open the pop-up menu.
  8. Select Year.
    To add a match between these columns, you must use the method Year on the 'Transaction Date' column. This will ensure that the values in the two columns are of the same format; 2016, 2017, and so on.
  9. Click OK.

Results

Instead of showing the smeared total values for the Transaction Date column, the visualization now shows the sum of sales for each year for this data table as well.