COMPONENT
Operations node
Workflow component that acts as a data analyst to process the data however you need using SQL queries.
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Purpose
- Aggregate and transform data using custom logic and conditional rules
- Clean datasets by removing test accounts, converting data types, and standardizing inconsistent values
- Filter data by dates, entities, accounts, or any other column or row-level condition
- Analyze reconciliation discrepancies like amount differences, status mismatches, and more
- Convert currencies automatically using API-based exchange rates
Inputs
- Data from any upstream node in your workflow
- Custom SQL queries written directly in the node
Outputs
- Transformed, aggregated, or filtered datasets ready to pass to the next node
- Combined datasets from multiple inputs, joined and structured to your specification
- Discrepancy reports surfacing amount differences, status mismatches, or validation failures
Typical use cases
The data operations node processes the data however you need. Common actions include:
- Cleaning up data
- Merging data
- Creating pivot tables
- Converting currencies