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Transformation flows are created by combining various steps through connectors. Use the information below to learn more about these steps and connectors.

Input Steps

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

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Section

Column Column Icon Input source Description File This input method is used when extracting data from a file with a .csv extension. Freehand SQL Use this method to import data from a database using an SQL query. Report Use this method to use a Yellowfin report as the source of data. Database table This input step can be used to import data from a single database table. Third party connector To extract data from a third-party connector, such as Twitter, Facebook, Google Analytics, etc.

Transformation Steps

Use a transformation step to transform or convert the connected data.

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Section

Column Column Icon Transformation type Description   Aggregate Step This step summarises data including the ability to count, sum and average metric fields.   Calculated Field This step creates a calculated field based on other fields in the step.   Filter This step is for filtering data in a step.   Merge This step merges two sets of data based on the configured Join Fields.   Split This step duplicates an input dataset to create identical output datasets.

Output Steps

Save the transformed data into a database using an output step.

Connectors

Connectors are used to join steps together and create a relationship between them. Data will flow from one step to another step. Click on a step to reveal its connecting points. These points are then used to connect one step to another. The flow of a connector is represented with an arrowhead at the end of it.

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Alternatively right-click on the connector itself and select Break Connections.

Step Functions

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

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