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Transformation types

Each transformation sequence is built from one or more of the following types. Understanding what each does helps you judge whether a suggested plan is appropriate.

Transformation reference

TransformationWhat it doesExample
RenameChanges a column’s name without modifying its values.RIDNACCID
MapReplaces specific values in a column according to a defined mapping.1 / 2 → Male / Female
Add SuffixAppends a tag to a column’s name when a variable only partially matches the target.ageage_approx
Add New CategoryIntroduces a new permitted value to a standard column that does not yet include it.Adding Unknown to a Yes / No column
TrimCaps numeric values to a defined range; out-of-range values become the min or max.Ages above 90 are set to 90
CountCreates a value by counting how many columns satisfy a condition.Number of cognitive tests completed
Case WhenSets a column’s value from conditional logic on the same or other columns.If score < 24 then Impaired, else Normal
Convert to NullReplaces values that meet a condition with a missing value.Placeholder -99 becomes blank
FormulaComputes a new value from a mathematical expression over existing columns.BMI = weight / height²
Convert Data TypeChanges how values are stored without altering their content.Text “5” → integer 5
Convert Numerical to CategoricalGroups a continuous range into discrete labelled bins.Age → <65 / 65–80 / >80
AssignFills an entire column with a single fixed value for all rows.Set source_study = AIBL for every row
NormalizeCleans and standardizes text so values are consistent regardless of formatting.“ Male”, “MALE”, “male” → male
SplitDivides text on a separator and retains the selected part.“1990-05” split on –, keep year → 1990
Group By Cumulative Count UniqueOrders rows within a group and numbers each sequentially, resetting per group.Patient visits numbered 1, 2, 3… in date order