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In this example, we will cover how to create a simple transformation flow, through the transformation flow builder. (Click here to learn about this builder and its components). This involves setting up an input step, adding a transformation step, and connecting the two together. Then add an output step and join the transformation step to it. Each step requires configuration when added to the flow.

 


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titlePart 1: Input step configuration

 

 

  1. Click on the Create button in the top-right corner.

  2. Then select the Transformation Flow option. 

    Note

    If you do not see this option, you may not have security access to transformation flows. Learn how to get access here.






  3. You will be taken to the transformation flow builder.

  4. Hover your cursor over the Input Steps button on the left side to make the panel appear. (Click here to learn more about each of these input steps.)



  5. Then drag an input step from this panel onto the canvas. (For this procedure, we will use the single database table as an example. Click here to learn about the different input steps.)

  6. On doing so, a popup will appear, requiring information on the selected data source. (The steps within this popup will differ for each type of input step.)



  7. Select the data source, and then a single table (since our selected input was a single table).

  8. Then click on the Submit button. 



  9. Next, click on the newly created input step in the canvas. Its details will appear in the configure flow panel. 



  10. Note: Clicking on a blank space in the canvas will show the configurations of the entire flow, but clicking on a specific step shows only that step’s configurations.

  11. If required, you can rename the input step. Click on the Details tab in the Configuration panel, and provide a new name, or even an updated description. 



  12. Click on the Configure tab and select only the fields that you want data to be extracted from.

  13. Click on the Add Filter button to apply filters to control the data being extracted, when the Filter popup appears. 



  14. Once you’re done with the configuration, click on the Apply button. 

    Warning

    You must click on the Apply button to save the configuration details. If you do not click on this button, and click somewhere else first, you will lose the configuration details.




  15. On doing so, the data preview panel will display the data extracted from the configured data source. A maximum row setting of 200 applies. 



  16. You can apply transformations to fields directly from the data preview panel. Click here to learn more.

  17. A new Fields tab will also appear in the Configuration panel. Use this to manage the data fields that are extracted. 



 

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titlePart 2: Transformation step connection and configuration

 

  1. Next, expand the transformation step panel by hovering on its icon in the step builder, and then dragging a transformation step onto the canvas. 



  2. A transformation step will appear on the canvas. 



  3. Next, create a connection between the input step and the transformation step. Hover over an input step and connecting points will form.

  4. Drag a point and connect it to the transformation step to form a relationship between them. (Click here to learn about rules involving connections, and how to break existing connections.)



  5. Now you can configure the transformation step, by clicking on its icon and using the configuration panel. (Each transformation step type will be configured differently.)

  6. Save changes using the Apply button.



  7. Note: When a transformation is made to the data, the Transformation tab will appear in the configuration panel.

 

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