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Chains - Tabular transformation visual guide / cheatsheet / one-pager

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Hi all,

I hope you are doing well! Recently I have been training myself to understand the information flow of Workiva Chains. As a user with a finance/business background, it was particularly hard to wrap my head around the pivot, unpivot, transpose and cross-tab commands. Couple that with the fact that I am a visual person, and the visual guide below was born. I figured I'd leave it here in case any of you is experiencing similar challenges. Also want to note that any feedback or suggestions are more than welcome! 

 

P.s. I opted to exclude the convert commands ('csv to xslx' etc) given these are quite straightforward. Furthermore, this visual does not include the 'Clean unquoted newlines' as (in my experience) it was quite a specific command.

 

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1 commentaire

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  • Gabriel Plamondon

    Really helpful to help the upskilling of my team.

    If you have any other visual guide, please share!

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