Reference Guide

• 1. Presentation
  • 1.1. Who is Tale of Data for?
  • 1.2. How it works
  • 1.3. Getting Started Guide
• 2. Catalog view
  • 2.1. Catalog view
    • 2.1.1. Accessing datasets
    • 2.1.2. Accessing repositories
  • 2.2. Upload files into Tale of Data
    • 2.2.1. Uploading a file
    • 2.2.2. Alter the destination repository for upload
    • 2.2.3. Creating, renaming and deleting repositories and files
  • 2.3. Creating flows from the catalog
    • 2.3.1. Add one or more datasets to an (existing or new) flow.
  • 2.4. Other catalog view functions
    • 2.4.1. Deletion of relational database tables
    • 2.4.2. Display the number of rows in a dataset
    • 2.4.3. Display dataset statistics
    • 2.4.4. Downloading a dataset from the catalog
  • 2.5. Flow, dataset and record lineage.
    • 2.5.1. Upstream lineage
    • 2.5.2. Downstream lineage
• 3. Flow Designer
  • 3.1. Create a flow in the flow view
  • 3.2. Flow Designer
  • 3.3. Flow Designer interface
    • 3.3.1. Build a flow
  • 3.4. Flow, dataset and record lineage.
• 4. Data processing: flow tools
• 5. Scheduling and launching flows, creating notifications
  • 5.1. Planning and running flows
  • 5.2. Including a notification in a flow
  • 5.3. Scheduling and running flow sequences
  • 5.4. Batch mode runs
    • 5.4.1. Configuration of batch mode
    • 5.4.2. Running a flow in batch mode
    • 5.4.3. Tracking a batch run
    • 5.4.4. Important: Good practice when running a flow in batch mode
  • 5.5. Launching flows and flow sequences using API
    • 5.5.1. Getting an API key
    • 5.5.2. Flow launching API
    • 5.5.3. API launching flow sequences
• 6. Viewing data: dashboards
  • 6.1. Introduction
    • 6.1.1. Data Visualization
    • 6.1.2. Visual data exploration
    • 6.1.3. Dashboard Reader Licence
  • 6.2. Creating and adjusting dashboards
    • 6.2.1. Dashboards and data sources
    • 6.2.2. Adding pages and charts
    • 6.2.3. Configuring a histogram
    • 6.2.4. Important configuration options common to all types of chart
  • 6.3. Overview of chart types
    • 6.3.1. Bars
    • 6.3.2. Histogram
    • 6.3.3. Comparison with the mean
    • 6.3.4. Clustered bars
    • 6.3.5. Grouped histogram
    • 6.3.6. Scatter graph
    • 6.3.7. Donut
    • 6.3.8. Sector
    • 6.3.9. Table
    • 6.3.10. Pivot table
    • 6.3.11. Time series
    • 6.3.12. Indicator
    • 6.3.13. Radar
    • 6.3.14. Waterfall
    • 6.3.15. Map
    • 6.3.16. Points map
  • 6.4. Using dashboards
    • 6.4.1. Display the list of dashboards
    • 6.4.2. Sharing a dashboard
    • 6.4.3. Interactive dashboard browsing
• 7. Preparation function
  • 7.1. Description
  • 7.2. Interface
    • 7.2.1. Open the editor
    • 7.2.2. Browse editor views
    • 7.2.3. Data transformation view
    • 7.2.4. Transformation History
    • 7.2.5. View a transformation stage
    • 7.2.6. Invalid transformations
    • 7.2.7. Editing a transformation
  • 7.3. Data quality
    • 7.3.1. Managing natures
    • 7.3.2. Available natures
    • 7.3.3. Field validation rules
    • 7.3.4. Record validation rules
  • 7.4. Visualization
  • 7.5. Transformation configuration and use
  • 7.6. Quick access to transformations
  • 7.7. Viewing the changes made by a transformation
  • 7.8. Field transformations
    • 7.8.1. Add a field
    • 7.8.2. Concatenate fields
    • 7.8.3. Copy a field
    • 7.8.4. Divide a field
    • 7.8.5. Merge fields
    • 7.8.6. Change field type
    • 7.8.7. Fill in missing values
    • 7.8.8. Rename a field
    • 7.8.9. Reorder the fields
    • 7.8.10. Delete a field
    • 7.8.11. Transpose fields within records
    • 7.8.12. Hide sensitive data
  • 7.9. Record transformations
    • 7.9.1. Delete records
    • 7.9.2. Delete blank records
  • 7.10. Text transformations
    • 7.10.1. Add a prefix
    • 7.10.2. Add a suffix
    • 7.10.3. Attribute a value to cells
    • 7.10.4. Capitalization
    • 7.10.5. Complete to the right
    • 7.10.6. Complete to the left
    • 7.10.7. Convert to lower case
    • 7.10.8. Convert to upper case
    • 7.10.9. Convert from HTML entities
    • 7.10.10. Convert to HTML entities
    • 7.10.11. Convert Unicode code points into characters
    • 7.10.12. Standardize spaces
    • 7.10.13. Search/replace
    • 7.10.14. Language recognition
    • 7.10.15. Delete the HTML code
    • 7.10.16. Delete diacritics
    • 7.10.17. Delete start and end spaces
  • 7.11. Numeric transformations
    • 7.11.1. Decimal rounding
    • 7.11.2. Create fixed-size intervals
    • 7.11.3. Convert units of measurement
    • 7.11.4. Extract numbers
  • 7.12. Date transformations
    • 7.12.1. Convert a whole number into a date
    • 7.12.2. Extract part of a date
    • 7.12.3. Custom format a date
    • 7.12.4. Format a date using a preset format
    • 7.12.5. Date interval
    • 7.12.6. Date recognition
  • 7.13. Clustering transformations
    • 7.13.1. Phonetic clustering
    • 7.13.2. Consonant-first fingerprint
    • 7.13.3. Exact match fingerprint
    • 7.13.4. Universal fingerprint
    • 7.13.5. Vowels-first fingerprint
    • 7.13.6. N-Gram clustering
  • 7.14. Deduplication transformations: multi-algorithm deduplication
  • 7.15. Nature transformations
    • 7.15.1. Attribute a nature to a field
    • 7.15.2. Delete the nature of a field
    • 7.15.3. Divide a URL
    • 7.15.4. Decode the URLs
    • 7.15.5. Encode the URLs
    • 7.15.6. Format first names
    • 7.15.7. Extract surname, first name, title/gender from full names
    • 7.15.8. Format proper nouns
    • 7.15.9. Format genders
    • 7.15.10. Format titles
    • 7.15.11. Format nationalities
    • 7.15.12. Extract the SIREN code
  • 7.16. Geographic transformations
    • 7.16.1. Analyze an address
    • 7.16.2. Convert country codes
    • 7.16.3. Correct obsolete INSEE municipality codes (France)
    • 7.16.4. Deduce geographic data from postcodes (France)
    • 7.16.5. Enrich with INSEE municipality codes (France)
    • 7.16.6. Enrich from postcodes (France)
    • 7.16.7. Enrich with country/country name codes
    • 7.16.8. Geocode an address
    • 7.16.9. Retrouver le pays à partir de la latitude et longitude
    • 7.16.10. Standardize French postal addresses (AFNOR NF Z 10-011)
    • 7.16.11. Standardize French postal addresses (S42)
  • 7.17. Telephone number transformations
    • 7.17.1. Extract the geographic zone from a telephone number
    • 7.17.2. Format telephone numbers
    • 7.17.3. Adjust telephone numbers to become international numbers
  • 7.18. Email address transformations
    • 7.18.1. Divide an e-mail address
    • 7.18.2. Format the e-mails
    • 7.18.3. Check the e-mails are consistent
  • 7.19. Advanced transformations
    • 7.19.1. Divide a table
    • 7.19.2. Set of business rules
    • 7.19.3. Generate UUIDs
    • 7.19.4. Invert Boolean values
    • 7.19.5. Reconcile/enrich with master data
    • 7.19.6. Script-based transformations
    • 7.19.7. Point & click transformation
    • 7.19.8. Adding a quality indicator
  • 7.20. Tale of Data standard natures specification
    • 7.20.1. Banking Natures
    • 7.20.2. Telecommunications
    • 7.20.3. Geographical Natures
    • 7.20.4. GTIN and ISBN Codes
    • 7.20.5. Personal data
    • 7.20.6. Specifically French natures
• 8. Window function
  • 8.1. Description
  • 8.2. Window Specification tab
    • 8.2.1. Setting frame boundaries through partitioning
    • 8.2.2. Add frame boundaries
  • 8.3. Calculated fields tab
    • 8.3.1. Calculation of the position of each row in the window
    • 8.3.2. Aggregation functions
• 9. Tale of Data repositories
  • 9.1. Creating a repository
    • 9.1.1. Configuring a repository
    • 9.1.2. Search fields
    • 9.1.3. Search groups
    • 9.1.4. Lists of replacements
  • 9.2. Using repositories
• 10. Generative AI features
  • 10.1. Introduction
  • 10.2. Setting your API key
  • 10.3. Obtain a quality diagnosis
  • 10.4. Transforming data
    • 10.4.1. Prompt examples
    • 10.4.2. Best practices
    • 10.4.3. Configuration
    • 10.4.4. Analysis of results
    • 10.4.5. Editing the transformation
• 11. Tools for user collaboration
  • 11.1. Concepts
  • 11.2. Data source copies
  • 11.3. Copying flows
  • 11.4. Sharing flows for collaborative review
    • 11.4.1. How it works
    • 11.4.2. Lifecycle of a flow share
    • 11.4.3. Notes
    • 11.4.4. Status
    • 11.4.5. Email notifications
• 12. Data Discovery and Data Observability (MDD module)
  • 12.1. View of analyses
  • 12.2. Configuration of an analysis
    • 12.2.1. General settings
    • 12.2.2. Data sources
    • 12.2.3. Natures
    • 12.2.4. Advanced statistics
    • 12.2.5. Export of results
    • 12.2.6. Flow or sequence of flows to trigger at the end of the analysis
    • 12.2.7. Scheduling
  • 12.3. View of executions
    • 12.3.1. Stopping and resuming executions
  • 12.4. Exploitation of the results of an analysis
    • 12.4.1. Different ways to make use of the results
    • 12.4.2. Global Statistics
    • 12.4.3. Advanced Statistics
    • 12.4.4. Semantic analysis of data
    • 12.4.5. Exploitation of the raw data from analyses