Removing Rows with Best Practices

May 21, 2018

Removing Rows with Best Practices

Often we need to remove rows from our Project, and that is very straightforward.  There is a simple best practice around removing rows of which you should be aware.

 

The steps for removing rows are as follows:
  1. Using a Filtergram, isolate the rows which you want to remove.
  1. From the left-hand toolbar, click the Scissors icon (the step editor will now have a Remove Rows step, but the rows will still be visible)
Preview (opens in a new window)
  1. Click Save (all rows will disappear)
  1. Clear or Close the Filtergram (the rows you wanted to retain will now be visible)
  BUT WAIT!  Before removing rows, you should consider using the following best practices.
  When removing rows, there is sometimes a need to record what has been removed and sometimes, record an explanation why. Here’s some best practice advise on those two points:
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Point 1. CAPTURE ANY DELETED ROWS IN A SEPARATE LENS / ANSWERSET
Record what was deleted To capture which rows were deleted, use a Lens.

  • Create a Lens using the bottom icon on the left-hand toolbar.   
  • Be sure that the filter applied to the lens includes the rows to be deleted and only the rows to be deleted.
  • Position the lens at the step immediately before the remove rows.  Call it something like “rejects”.  This illustration show two lenses before the Remove Rows

  • You can publish the lens manually or via automation.
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Point 2.     ADD A COMMENTS COLUMN TO RECORD AN EXPLANATION OF WHY THE ROWS ARE DELETED
Explain why it was deleted You may have specific reasons for why a row or set of rows are removed.  Use a “Comment” or “Remarks” column to store those reasons

  1. Isolate the rows to remove by using one or more Filtergrams
  2. Compute a column called “Comment” or another name meaningful to you.

If there are multiple reasons why rows are being deleted, use the single “Comment” column to store multiple reasons.

  • Change the Filtergram selections to isolate the appropriate rows
  • From menu on the Comment column, select Change into Custom Value.

Once all the comments are recorded,

  • Include this “Comment” column in your Lens.
  • Remove the “Comment” column after your Lens.
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