These rules allow you to normalize or standardize your data based on a specific criteria.  Transform Rules are applied in the Brushr module but the rule itself can be managed in Supervisr module.

To Create a new rule, press the ADD RULE button. This will open the Rule Dialogue window, which consists of 3 sections.

  • The left hand-side of the screen allows users to specify a rule name and description and add fields to be used in a rule.
  • The Rules Designer section contains a list of optional blocks on the left that can be dragged into the designer work area on the right to build rules.
  • The Rule Preview window below displays the results of the rule with sample data.

TIP: Any changes to the rule can be immediately observed in the Preview area. A flag next to the Rule Preview label will automatically display the validity of the current rule.

The following blocks are available in the Rules Designer:

  • Format
    • Format phone number (E164, International, National or RFC3966).  Automatically detects Country based on a record
    • Format country (Full Name, Abbreviate to 2 letters or 3 letters) 
    • Format state (Full Name or Abbreviate to 2 letters).  Automatically detects Country based on a record
    • Format special (ZIP Code, Social Security Number, Employee Identification Number, Credit Card Number)
    • Format URL (Strip protocol, change to HTTP or HTTPS, strip www, strip trailing slash, strip hash)
  • Text
    • Change case to (UPPERCASE, lowercase and Proper Case)
    • Find "TEXT" and replace with "TEXT"
    • Create text - can be used to concatenate multiple values into one
  • Logic
    • If/Else Do
    • Compare values (equals, not equal to, less than, greater than, less or equal, greater or equal, contains, does not contain, starts with, ends with)
    • And/Or
    • Is empty
    • Not
  • Values
    • Text
    • Boolean (True/False)
    • Empty
    • Number
    • Now - returns current date and time
  • Fields
    • Set field value to - assigns a value to the field the rule is applied to
    • Field value - returns a value of the field the rule is applied to
    • Specified field value - returns a value of the selected field
  • Math
    • Add
    • Subtract
    • Multiply
    • Divide
    • Round up or down to the nearest whole number
  • Date
    • Add or subtract specified amount of time to date field

Note: In the preview panel transformation is applied only to specific fields, you may use fields toggles to select which fields should be enabled for preview of before and after values.

Tip: To activate transform rule, associate it to a field in a dataset. Learn more:
Transform Rule: Associate to a field in a dataset

Press SAVE to create the rule or Cancel to exit without saving.