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GETTING STARTED
Introducing Quantemplate
Product areas
Logging in
User profile and organisation
FEEDS
Introducing feeds
About feeds
Roadmap
Use cases
Feeds workspace
Overview
Submissions
Subsections
Statuses
Managing feeds
Create and name
Organise and duplicate
Archive and restore
Permissions and sharing
Manage multiple feeds
Using feeds
Initial setup
Add subsections
Create submissions
Request data
Connect to a pipeline
Submitting data
Submit data
Resubmissions
Data versioning
PIPELINES
Introducing pipelines
About pipelines
Example workflow
Automation features
Best practice guides
Pipelines workspace
Overview
Run and Auto Run
Stages and operations
Pipeline history
Managing pipelines
Create and name
Organise and duplicate
Archive and restore
Permissions and sharing
Manage multiple pipelines
Lock operations
Reusing pipelines
Inputs and outputs
Pipeline inputs
Pipeline outputs
Run results
View, export and download outputs
External sharing
Partner sharing
Join and Union
Join stage
Union stage
Dates
Working with dates
Date Cleanse
Date Output
Automap Values
About Automap Values
Using Automap Values
Waypointing
Mapping Report
Validation
Validate operation
Validation Report
Operations
Operations index
PRIMARY OPERATIONS
Calculate
Detect Headers
Map Column Headers
Map Values
Remove Rows
Validate operation
ADVANCED OPERATIONS
Aggregate
Append Metadata
Append If Missing
Clip From Column
Combine Columns
Date Cleanse
Date Output
Fill Down
Number Format
Number Within Groups
Offset Column
Partition
Regex
Row Number
Sort Rows
Stack Grids
Swing Down
Syntax and functions
Functions index
General functions
Date functions
Operators and syntax
Updates and legacy
Pipeline Processor versions
LEGACY DATE OPERATIONS
Add Term to Date
Date Cleansing
Duration
Extract Date
Year Quarter
DATA
About reference data
Managing your datasets
Creating, uploading and naming datasets
Dataset history
Dataset information
Sharing datasets
Manage multiple datasets
Dataset Processor versions
ANALYSE
Analyse workspace
Overview
Frames
Pages
Undo and history
Using reports
Create and manage reports
Permissions and sharing
Manage multiple reports
Using data in reports
Download and print
Pivot tables
About
Pivot interface
Create a pivot
Filtering
Number formatting
Table formatting
Aggregation
Totals
Equation editor
Using the editor
Functions in Analyse
Pre/post-pivot
Graphs
About graphs
Graph types
Text and images
Text frames and styling
Working with images
ADMIN
Manage members
Manage organisation details
View API details
TUTORIALS
Pipelines
Getting started with pipelines
Exporting data
Calculated Columns
Map Column Headers
Map Values
Automap Values
Regular expressions
Union and Join
Validation
Reusing pipelines
Analyse
Pivots
Filters
Graphs
Equations
Permissions and sharing
Operations index
Primary Operations
Calculate
Add a column of values calculated from other columns in your dataset.
Detect Headers
Convert the first row(s) of the input data into column headers.
Map Column Headers
Map column names from their source name to a desired name.
Add, remove or reorder columns.
Map Values
Map values from their source value to a desired value. Incorporating Automap Values.
Remove Rows
Remove rows with specific column values, typically insignificant rows such as headers, totals and subtotals.
Validate
Configure data validation rules and actions.
Advanced Operations
Aggregate
Pivot, merge and aggregate rows according to the values in a selected column. Define the aggregation method (Sum, Min, Max, Mean) and validate merges are as expected.
Append If Missing
Add a column if not already present.
Append Metadata
Create new columns containing file and pipeline metadata.
Clip From Column
Remove all data before or after a column.
Combine Columns
Create a new column combining the content of two or more other columns.
Date Cleanse
Convert incoming dates to Basic ISO format for use in Quantemplate. Remove invalid dates and replace with blanks. Capture invalid dates in a Validation Report.
Date Output
Convert dates from Basic ISO format to other formats for use in downstream systems outside Quantemplate.
Fill Down
Replace blanks with the value from the row above.
Number Format
Convert values from a regional number format so they can be interpreted by Quantemplate e.g. 100.000,00 to 100000.
Number Within Groups
Consecutively number rows containing matching values.
Offset Column
Take the contents of a column and repeat it in a new column, offsetting the values by one row.
Partition
Splits the table according to values in a defined column.
Row Number
Add a new column containing the row number.
Regex
Find and replace characters using Regular Expressions (Regex) pattern matching.
Sort Rows
Sort the rows in a dataset by the values in a column.
Stack Grids
Split a file vertically on selected columns, stacking each slice horizontally.
Swing Down
Transpose the headers of selected columns into rows in a new column.
Script
Insert a Quantemplate developer script, used for testing prototype operations