Applying Transformations
About Applying Transformations
You can clean your data and modify the format of predefined responses before uploading them into XM Discover. To do this, use the Transformations feature in the Source Mapping section when creating a job.
Transformation Options
- No Transformation: Use this option to leave the field values provided by the source unchanged.
- Dynamic Lookup: Use this option to have jobs automatically identify and apply the latest lookup for fields from the source. Only available for fields that have lookups.
Qtip: You can reuse dynamic lookups using the DYNAMICLOOKUP function. For details, see Building Expressions.
- Replace Value from Lookup Table: Define pairs of source values and replacement values. Use this option when you need to replace exact values—for example, to change the format of predefined responses. For details, please see Replacing Values from a Lookup Table.
- Replace Value with RegEx: Define regular expressions for pattern matching and replacement values. Use this option when you need to replace text that matches a certain pattern rather than an exact value—for example, to clean your data. For details, see Replacing Values with RegEx.
- Custom Transformation: Use this option to define a variety of custom transformations. For details, see Custom Transformations.