Convert Field Types in a Recipe

The type assigned to a dataset field determines how you can query that field’s data. For example, you can filter and group by a dimension or date field, or perform math calculations on a measure field. When you load data into a dataset, CRM Analytics sometimes tags a dataset field with the wrong type. If needed, convert fields to the correct types.

• Convert a Dimension Field Type to Date
  When you load data into a dataset, CRM Analytics tags a date field as a dimension if it contains unexpected string values or dates in different formats. To use date functionality, such as grouping by month, use the To Date transformation to change the dimension field type to date.
• Convert a Dimension Field Type to Measure
  When you load data into a dataset, CRM Analytics tags a measure field as a dimension if it contains unexpected strings or characters. To use measure functionality, such as calculating the average, use the To Measure transformation to change the dimension field type to measure.
• Convert a Measure Field Type to Dimension
  When you load data into a dataset, CRM Analytics tags a dimension field as a measure if it contains only numbers. For example, CRM Analytics tags a numerical Room Number field as a measure, even though it’s actually a dimension that identifies rooms. To use dimension functionality, such as grouping and filtering by dimension fields, use the To Dimension transformation to change the measure field type to dimension.