Clean And Extract Text

These transformation types are useful when the value needs text cleanup rather than numeric or date parsing.

Text Case

Use this when the text is correct but the letter casing is not.

Field used:

• Text Case

Choices:

• Uppercase
• Lowercase
• Title Case

Examples:

Before	Rule	After
invoice total	Uppercase	INVOICE TOTAL
CUSTOMER CODE	Lowercase	customer code
main office west	Title Case	Main Office West

Text Replace

Use this when you want a simple find-and-replace.

Fields used:

• Find Text
• Replace With

What it does:

• Replaces every matching occurrence.
• Matches text exactly.
• Is case-sensitive.
• If Replace With is blank, the found text is removed.

Examples:

Before	Rule	After
ORD-10452	Find ORD-, Replace with blank	10452
Total: $1,500.00	Find $, Replace with blank	Total: 1,500.00
Ref_2024_01	Find _, Replace with -	Ref-2024-01
abc ABC abc	Find abc, Replace with X	X ABC X

Regex Extract

Use this when the value contains extra text and you only want the part that matches a pattern.

Fields used:

• Regex Pattern
• Regex Group

What it does:

• Searches the value using the pattern you enter.
• Returns the first text match it finds.
• If nothing matches, the original value stays unchanged.

Think of this as: “pull out the first piece of text that matches my rule.”

Examples:

Before	Rule	After
Reference: ORD-10452	Pattern ORD-\\d+	ORD-10452
Invoice 8841 dated 2024-12-25	Pattern \\d{4}-\\d{2}-\\d{2}	2024-12-25
Amount due: 1,234.56 USD	Pattern [\\d,.]+	1,234.56
Customer code C-10025 / batch 77	Pattern C-\\d+	C-10025

Pattern ideas:

Goal	Pattern	What it matches
Pull an order code	ORD-\\d+	ORD-10452
Pull an invoice date	\\d{4}-\\d{2}-\\d{2}	2024-12-25
Pull the first number with separators	[\\d,.]+	1,234.56
Pull a code with a letter prefix	[A-Z]-\\d+	C-10025

Good fit:

• The value contains the part you want plus extra words.
• You need the first matching code, date, or amount.

Poor fit:

• You need several different clean-up steps in a row.
• You need capture-group style extraction behavior.

Current regex limit

The transformation card shows a Regex Group field, but the regex transformation returns the first overall match. The group number is not currently used when the value is transformed.