To allow you to get a better sense of your data as well as easy data formatting, Workato has a new category call Utilities.
Today, Utilities contain three available actions :
1) Format Name
2) Generate Column Chart
3) Generate Pie Chart
4) Parse CSV document
5) Download file from public URL
We are going to go through each of these actions and guide you on what you can do with them.
"Format multiple name components into a single name"
Format Name does a very straightforward and intuitive job : Combining data pills to form a Full Name.
Insert the value you'd like to have in First Name, Middle Name, and Last Name.
Then, choose the format that you'd like it to be in, and it will provide a Full Name as an output.
The next two actions basically shows you a visual chart for easy comparison of the data that you had in your recipe. This is useful for recipes that are activated daily, CSV Uploads, or accounts related.
Here are one sample recipe that takes data from a csv file in Dropbox, and tries to visualize the available data.
Each of the Chart action requires you to insert a few required fields :
A List Data source,
Name for X-Axis, and
Value for Y-Axis
You can also insert a chart title, x-axis title, as well as y-axis title. Do take note that Value (Y axis) only takes in Numerical Value. You can only display the numerical data of each single individual row based on its row's name that you have set. You will not be able to do a accumulative count column chart. A list source data is easily available with any dataset items or data sheets. One of the example is through a csv file in Dropbox.
Using the provided recipe as demonsration purposes, we have a sample csv file already in dropbox. The first action, Read CSV File line from dropbox will give me all rows from the csv files in the form of a list. I will then put that in the Chart data source list.
Generating Column Chart
An example of how you can display your data using the column chart in a sensible way is to Have 1) A good column for identification purposes in the Name (X Axis) section, and a non-continuous, discrete value in the Value (Y Axis).
Note : Column Chart will not work well with outliers. Because there are no available pointovers, you will not be able to see actual values that are eclipsed by the outlier, or otherwise.
The output of the chart is actually an image of the chart. In the output in the recipe, you will be given a URL to the chart data. In the same recipe, I show you how I can post the URL into Workbot, and it will be able to display the chart
Generate Pie Chart
The same thing goes for Pie Chart, except pie charts are more useful to show the share of a market. You will be able to generate a pie chart that counts the number of occurance of a certain column data type. One example is Gender.
To do so, you would want to be able to put in the same value whenever a certain type of sentence appear. For example, I used formula mode to make sure that whenever the data pill contains the word Male, I will put a value 1 into it. If it is Female, it will be 2, and it goes on.
The formula is made available for easy access for you in the recipe. However, here is a general outline for you to follow. A good rule of thumb when using formula mode is to keep track of the parenthesis. One parenthesis should generally produce only one single output. So if you have conditions in there, make sure that it will produce at least one output in it.
Parse CSV document
Parse CSV document action requires you to key in corresponding header line of the CSV document you are parsing in, then produces the corresponding data as schema output. Skip first line if the file contains header line.
A common follow up action is to loop through one of the headers fields(in the schema of the output) to get more specific data or actions. In the example below, for each line in the CSV document, you can check if the line contains name ‘kai’ and upload the file if it does.
Parse JSON document
Parsing JSON document action allows Workato to read a JSON format data, in order for it to be available as an output in your recipe. This can be done in two simple steps : 1) Provide a sample document 2) Provide the data.
All steps below it in the recipe will now have access to the JSON data as data pills on the right hand side. Learn more about how you can utilize this here.
Parse XML document
Similar to JSON document, Parsing XML document action allows Workato to read a XML format data, in order for it to be available as an output in your recipe. Learn more about how you can utilize this here.
Download file from public URL
Download file from public URL allows you to upload/transfer file to other application. Applications that allow you to upload files or attachments include Box, Salesforce and Dropbox etc, click here find out how.
Creating a list
Creates a list item object of the given size. Useful for repeating actions a specific number of times. Learn how to utilize it here
Creating CSV Lines
Creates CSV Lines that can be used and parsed with CSV parsers, or uploaded as .CSV files. Lean how to utilize it here.