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Function/Panel

Description

1.

Navigation menu

The buttons here enable you to save, publish and delete a transformation flow.

2.

Steps

The different types of transformation steps can be selected from the buttons. There are three main types:

  • Input steps
  • Transformation steps
  • Output steps

These are connected to one another by connectors. 

3.

Middle header menu

  • Schedule: Configure a batch schedule for the transformation flow.
  • Transformation Summary: Provides details of the transformation flow.
  • Run: Use the run button to execute the data transformation flow. This button should be used for testing only as it will only transform the sample data included in the data preview panel (which has a maximum limit of 200).

4.

Configuration panel

Used to configure a selected step or the overall flow. The tabs in this panel will vary according to the selected step or main flow.

5.

Data preview panel

This shows the extracted and/or transformed data. Every time a change is made, it can instantly be viewed here.

6.

Transformation builder canvas

This canvas is used to create the transformation flow. Drag items here to include them in the flow.

7.

Canvas positioner

The map view can be used to move the canvas around - this is useful when there are large numbers of steps on the canvas. You can also use this to re-centre the canvas.

 

Step builders 

 

There are three types of steps that you need to create a transformation flow. These are:

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Expand
titleInput Steps

 

Input

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Include an input step to define where to extract your data from. The following types can be used:

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Step Types

Section
Column

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Column

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Input source

Description

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File

This input method is used when extracting data from a file with a .csv extension.

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Freehand SQL

Use this method to import data from a database using an SQL query.

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Report

Use this method to use a Yellowfin report as the source of data.

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Database table

This input step can be used to import data from a single database table.

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Third party connector

To extract data from a third-party connector, such as Twitter, Facebook, Google Analytics, etc.

 

 

 

 

 

Input

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steps

Include an input step to define where to extract your data from. The following types can be used:



 

 

 

Input step functions

Once an input step is added to the canvas, right click on it to see the functions that can be performed on it.

 

 

 

These are explained below:

 

 Function Description

Copy

 

Break Connections

 

Delete

 

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