Tellius
  • 🚩Getting Started
    • 👋Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
    • ⚡Quick Start Guides
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
    • ✅Best Practices
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
      • Predict
      • Data
    • ⬇️Initial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • 🏠Tellius Home Page
    • ❓FAQs
      • Kaiya Conversational AI
      • Data Preparation FAQs
      • Environment FAQs
      • Search FAQs
      • Vizpads FAQs
      • Data Caching FAQs
      • Embedding FAQs
      • Insights FAQs
  • Kaiya
    • ♟️Understanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • 🗝️Triggering an agentic workflow
      • The art of possible
      • Setting up LLM for Kaiya
    • 🤹Kaiya conversational AI
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
      • 📒Kaiya Learnings
      • Kaiya Terms of Service
  • 🔍Search
    • 👋Get familiar with our Search interface
    • 🤔Understanding Tellius Search
    • 📍Search Guide
    • 🚀Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • 🔑Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • 📊Know your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • 🧑‍🏫Help Tellius learn
    • 🕵️‍♂️Search history
    • 🎙️Voice-driven search
    • 🔴Live Query mode
  • 📈Vizpads (Explore)
    • 🙋Meet Vizpads!
    • 👋Get familiar with our Vizpads
    • #️⃣Measures, dimensions, date columns
    • ✨Creating Vizpads
    • 🌐Applying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • 📌Applying local filters
    • 📅Date picker in filters
      • Customizing the calendar view
    • ✅Control filters
      • Multi-select list
      • Single-select list
      • Range slider
      • Dropdown list
    • 👁️Actions in View mode
      • Interacting with the charts
    • 📝Actions in Edit mode
      • 🗨️Viz-level actions
    • 🔧Anomaly management for line charts
      • Instance level
      • Vizpad level
      • Chart level
    • ⏳Time taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • ♟️Working with sample datasets
    • 🔁Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • 🤖Explainable AI charts
  • 💡Insights (Discover)
    • 👋Get familiar with our Insights
    • ❓Understanding the types of Insights
    • 🕵️‍♂️Discovery Insights
      • Impact Calculation for Top Contributors
    • ➕How to create new Insights
      • 🔛Creating Discovery Insight
      • 🔑Creating Key Driver Insights
      • 〰️Creating Trend Insights
      • 👯Creating Comparison Insights
    • 🧮The art of selecting columns for Insights
      • ➡️How to include/exclude columns?
  • 🔢Data
    • 👋Get familiar with our Data module
    • 🥂Connect
    • 🪹Create new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • 🚧Understanding partitioning your data
    • ⏳Time-to-Live (TTL) and Caching
    • 🌷Refreshing a datasource
    • 🪺Managing your datasets
      • Swapping datasources
    • 🐣Preparing your datasets
      • 🤾Actions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • ✍️Writeback window
      • 🧩Editing Prepare → Data
      • Handling null or mismatched values
      • Metadata view
      • List of icons and their actions
        • Functions
        • SQL Transform
        • Python Transform
        • Standard Aggregation
        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • 🐥Preparing your Business Views
      • 🌟Create a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
    • User roles and permissions
  • Feed
    • 📩What is a Feed in Tellius?
    • ❗Alerts on the detection of anomalies
    • 📥Viewing and deleting metrics
    • 🖲️Track a new metric
  • Assistant
    • 💁Introducing Tellius Assistant
    • 🎤Voice-based Assistant
    • 💬Interacting with Assistant
    • ↖️Selecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • 📊Embedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • 💡Embedding Insights
        • Creating and Viewing Insights
      • 🔎Embedding Search
        • Search query execution
      • Embedding Assistant
      • 🪄Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • ✨What's New
    • Release 5.4
      • Patches 5.4.0.1 to 5.4.0.4
      • Patch 5.4.0.5
      • Patch 5.4.1
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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© 2025 Tellius

On this page
  • 1. Undo
  • 2. Redo
  • 3. Revert to Original Version
  • 4. Export
  • 5. Functions
  • 6. SQL
  • 7. Python
  • 8. Aggregate
  • 9. Advanced Filter
  • 10. Hierarchies

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  1. Data
  2. Preparing your datasets

List of icons and their actions

Descriptions and purpose of each icon found under Data -> Prepare

PreviousMetadata viewNextFunctions

Last updated 4 months ago

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Below is a concise reference guide for each icon found above the data pipeline.

1. Undo

Reverts your latest pipeline change (e.g., removing a column, adding a step).

2. Redo

If you used Undo but decide to keep that action, click Redo. The undone step reappears.

3. Revert to Original Version

Discards all pipeline changes and rolls back the entire dataset to its original, pre-transformation state.

4. Export

5. Functions

6. SQL

7. Python

8. Aggregate

Summarize or group data by performing aggregations (COUNT, SUM, AVERAGE, etc.). It has the following tabs:

  • Standard: Basic grouping by field, plus a date/time column if needed.

  • Time-Series: Specifically for date/time-based grouping (with “Resolution” like daily, weekly).

  • Pivot: Create a pivot table by selecting row/column dimensions and an aggregation measure.

9. Advanced Filter

Build complex multi-condition filters for the dataset pipeline. Choose the required column and the action to be applied. Use "+" to chain multiple conditions for more nuanced data curation. Once the filters are applied, only rows matching these conditions will remain in your pipeline.

10. Hierarchies

Displays options to export or write back the current dataset to a target (e.g., CSV, HDFS, Snowflake). For more details, check out page.

Performs advanced formula-based transformations, subdivided into Indicators and Signatures. For more details, check out page.

Allows you to write or apply raw SQL transformations in the data pipeline. Ideal for complex joins, subqueries, and pushdown operations that merge multiple datasets or apply advanced filtering/aggregations directly within the database’s query engine. For more details, check out page.

Allows you to write or apply Python script-based transformations (via PySpark or Pandas) in the data pipeline. For example, sophisticated data wrangling, machine learning feature prep, or text processing. Use PySpark for large-scale distributed data or Pandas for smaller local data. For more details, check out page.

Defines hierarchical relationships and lets you organize dimension columns into logical levels, such as Country → State → City. For more details, check out page.

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List of icons
Advanced filters window