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Documentation Index

Fetch the complete documentation index at: https://docs.planasonix.com/llms.txt

Use this file to discover all available pages before exploring further.

Aggregation nodes change grain: you go from many detail rows to fewer summary rows (or from wide tables to long tidy tables and back). Use them after joins and cleansing when metrics should reflect business definitions (sums, counts, distincts, pivoted reports).

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Summarize

Summarize groups by dimensions and computes aggregate functions per group. Common functions:
  • sum, avg, min, max
  • count, count distinct
  • stddev / variance (when supported)
  • arbitrary / first / last value picks with ordering (product-dependent)
Configuration:
  • Group keys: Columns that define the grain (date, region, product_id).
  • Measures: One entry per output metric (revenue = sum(line_total)).
  • Filters: Optional predicate applied before aggregation (HAVING-equivalent may appear separately).
Example: Daily revenue by region:
  • Group by order_date, region
  • sum(order_total) as revenue
  • count_distinct(order_id) as orders
Match grain to the consuming dashboard or fact table. If BI tools expect one row per order, do not group only by date unless everyone agrees on that metric definition.

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Pivot

Pivot spreads values from a name column across new columns—turning long tidy data into wide report shapes. Configuration:
  • Index / row keys: Identifiers that stay as rows (product_id).
  • Pivot column: Field whose distinct values become headers (quarter).
  • Values column: Numeric or text field to place in cells (revenue).
  • Aggregation: How to combine multiple rows that map to the same cell (sum, max).
Example: You have rows (sku, month, units_sold); pivot month to columns 2024-01, 2024-02, … for a spreadsheet-style export.

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Unpivot

Unpivot (melt) does the inverse: take many measure columns and produce name / value pairs. Configuration:
  • Id columns: Keys to retain per row (store_id, date).
  • Measure columns: The wide metrics to stack (sales_q1, sales_q2, …).
  • Output names: Typically metric_name and metric_value.
Example: A CSV has one column per week of the year; unpivot so downstream Summarize nodes can filter and aggregate consistently.

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Choosing summarize vs pivot first

Keep fact tables long (entity, metric name, value) when many metrics share dimensions; aggregate with Summarize after filters.
Pivot late in the graph—right before a Write to spreadsheets or systems expecting fixed columns.
Unpivot early to normalize messy extracts, then join to dimension tables on metric_name.

Column transforms

Use window functions when you need row-level outputs with running metrics.

Destinations

Load aggregates to warehouses or marts.