Apply Action on a Subset of Rows

You can apply an action on a subset of rows in your worksheet by defining a condition to filter the records.

You can define a condition to filter records for the following column actions:

  • Change Case

  • Trim

  • Replace

  • Fill

  • Harmonize Values

For example, suppose you want to replace null values in the State column with ‘TX’ for Texas, but only for records that have the City value ‘RICHARDSON’ and Zipcode value ‘75081’.

  1. Click the action menu icon on the column name.
  2. Select one of the Data Actions.

    In the example, you would select the Replace action.

  3. Enter the required information for the action.

    In the example, you would select Null in the drop-down list of values to replace, and enter TX for the replacement value.

  4. Select Apply conditionally.
  5. On the Define a Condition diagram, take the following steps:
    1. Click the + icon at the top of the filter tree.
    2. Select a column and value for this filter.

      In the example, you would select the Zipcode column. Then, in the filter dialog, search for 75081 and select it from the drop-down list of values.

  6. (Optional) If you want to define a second filter:
    1. Click the second + icon at the bottom of the filter tree.
    2. Select a column and value for this filter.
      In the example:

      • Select the City column.

      • In the filter dialog, search for RICH and select RICHARDSON from the drop-down list of values.
    3. Decide how you want to combine the two filters:

      • Select AND if both filters must be true.

      • Select OR if either filter can be true.

      In the example, you would select AND because you would want to match both the City RICHARDSON and Zipcode 75081.

  7. (Optional) If you want to define another filter:
    1. Click the + icon in the filter tree after the AND or OR operator.
    2. Select a column and value for this additional filter.
    3. Decide how you want to combine the multiple filters:

      • Select AND if all filters must be true.

      • Select OR if any filter can be true.

  8. (Optional) If you want change the view of the tree diagram:

    • Use the tree diagram icons in the upper right-hand corner to view the tree from right to left or left to right.

    • Use the zoom icons in the upper right-hand corner, mouse gestures, or a scroll wheel to zoom in or out of the tree diagram.

    • Use the reset icon in the upper right-hand corner to reset the tree to its default starting view.

  9. Click Apply conditionally.

The results of the conditional action appear in your worksheet. You can edit the condition filters by opening History and clicking the funnel icon in this action.