Mapping in cofi.ai defines how values from different data sources align with one another — ensuring consistency across dimensions like Department, Region, Account, or Product Line.
Mappings serve as the “translation layer” between disparate datasets.
They allow your workspace to recognize that values like “US,” “United States,” and “U.S.A.” all refer to the same entity.
Proper mapping keeps your data unified, your metrics accurate, and your dashboards consistent — even when data comes from multiple systems.
Furthermore, this mapping capability extends to allow you to create and define hierarchical structures based on your company’s needs. You can not only 'translate' values (such as "Ventas" and "Sales" into a single term), but also group specific values under higher-level categories.
This gives you the power to model your data exactly as desired, allowing the same information to be visualized under different structures depending on the context or business objective being analyzed.
âś… Column Mapping
Acts as a translation layer to ensure that different names for the same thing are recognized as a single entity.
As an example: Your systems are referring to the same department in three different ways:
The Action: Column Mapping takes these three distinct values and maps them all to "Human Resources." Now, the data is clean and uniform.
Example: Regional Mapping
| Source System | Original Value | Mapped To |
|---|---|---|
| Salesforce | “US” | “United States” |
| NetSuite | “U.S.A.” | “United States” |
| CSV Upload | “America” | “United States” |
Once mapped, all values appear uniformly as “United States” across dashboards and filters — regardless of origin.