Using a Concatenate Calculation To Combine Values in Two Columns

The Calculations Tab in your Templates is a very useful tab that can allow you to manipulate your sales files' data in a variety of ways. One of these calculations is Concatenate, which can be used to combine the characters in different columns into a new column or field.  

As an example, let's say that your income file has two columns that provide helpful information to define the Configuration of your income line. We can use a Concatenate calculation to combine the two columns, after which you can map the output of this calculation to your preferred Configuration via the Mapping Manager.

In your income Template, go to the Calculation Tab and click the +Calculation button to add a new calculation. In the Conditions section, we select the conditions under which this calculation will be applied. In our example, since we want the calculation to kick in for every single income line, we can set this to "Always". If we only want this calculation to apply during certain circumstances, we can select "Any One of the Below", or "All of the Below".

Once we've established the conditions under which our calculation should apply, we can specify which columns we want to concatenate and in which field we'd like to store this result. In the below example, we take both values stored in Column 5 and Column 6, and store this in the Original Configuration field.

After we have saved our Template, we can ingest our income file and the calculation will be applied. A concatenate calculation may be helpful in a variety of situations. In our example, our newly created values stored in the Configuration field will be flagged as unknown by our Mapping Manager, after which we can arrange for these sales to continuously be mapped to the correct Configuration we established in our Settings.