Mapping Customer Regions and Transforming Data Using Bold Data Hub

In this article, we will demonstrate how to import tables from a CSV file, map customer regions through transformations, and move the cleaned data into the destination database using Bold Data Hub. Follow the step-by-step process below.

Sample Data Source:

Sample CSC Data

Creating Pipeline

Learn about [Pipeline Creation] (https://help.boldbi.com/working-with-data-sources/working-with-bold-data-hub/working-with-pipelines/)

Applying Transformation

• Go to the Transform tab and click Add Table.

• Enter the table name to create a transform table for customer satisfaction summary.

Note: The data will initially be transferred to the DuckDB database within the designated {pipeline_name} schema before undergoing transformation for integration into the target databases. As an illustration, in the case of a pipeline named “customer_service_data”, the data will be relocated to the customer_service_data table schema.

Learn more about transformation here

Mapping Customer Regions

Overview

If the customer’s region is stored as a text field (e.g., a city name or abbreviation), mapping it to a standardized region or country code ensures uniformity in data representation.

Approach

We use a CASE statement to map region abbreviations to full country names.

SQL Query for Mapping Customer Regions

SELECT 
    t.*, 
    CASE 
        WHEN t.Region = 'CA' THEN 'CANADA' 
        WHEN t.Region = 'UK' THEN 'United Kingdom' 
        WHEN t.Region = 'USA' THEN 'United States' 
        ELSE 'Other' 
    END AS Standardized_Region 
FROM {pipeline_name}.sample_csc_data t;