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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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Click here to learn more about these steps and how to configure them.
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Use a transformation step to transform or convert the connected data. Yellowfin includes the following built-in transformations, however more can be added.
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This section teaches you how to configure each of these steps, along with other types of transformations.
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Click here to learn how to configure this step.
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Once a 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 |
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Copy | To create a copy of the step. |
Run Step | To execute only this step. Doing so will flood the Data Preview Panel with the step's data. |
To break any connections that the step has with other steps. | |
Delete | To delete the step. |
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These are explained below:
Function | Description |
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To configure the mapping between the data fields in the connecting steps. | |
To delete the selected connection. |
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- Once a connection is created between two steps, it can be broken or deleted. Simply right-click on the connection itself and select Break Connections.
- Alternatively, right-click on one of the steps, and click on Break Connections. This will break all the connections associated with that step.
- Confirmation will be required before the connection is deleted. Just click on the Confirm button to do so when the popup appears.
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Editing a Connection Flow
Connections allow for data to flow from one step to another. When they are established, data coming from the source step is automatically mapped to fields in the target step. However, with this option, you can change the mapping between the two steps. Any changes made to the flow will affect the target step and its subsequent steps; previous steps will not be affected.
Note: If data has already been mapped from one step to another, and then changed, it will need to be manually mapped again. For example, if data is extracted from a report and then connected to an aggregate step, but then the report fields get altered directly within the report, then the flow will have to be manually mapped to the new incoming fields.
Right-click on a connection to bring up the menu.
Click Edit Flow.
A popup will appear displaying the data mapped between the two steps. The incoming/source fields (from the previous step) will appear on the left side, and the target fields (for the next step) will appear on the right side.
You can perform the following types of actions on the mapping:
Auto-mapping: Allow Yellowfin to do the field mapping for you by clicking on the Auto-Map Fields button. The system automatically matches fields based on their names and data type. Note: This feature is ideal for situations in which a connection is deleted and then created again. The fields will not be mapped as before, and using this button will auto-map them correctly.
Change mapping: Hover your cursor over a field on the left side, and when the reorder icon appears, click and drag it to match any field on the right side.
Note: The target field will lose its previously mapped field, which will appear in the unmapped section.
Deleting fields: You can delete a field, in which case it will not be sent to the target step and any subsequent steps.
Hover over a field on the right side, and when the delete icon appears, click on it.
On doing so, the matched source field will be added to the unmapped section at the bottom.
Delete this field from the unmapped section as well. It will not appear in the target step.
Field unmapping: If a field on the left side is deleted first, then the target field will lose its mapping. Similarly, fields can get unmapped when a mapping is changed or reordered. Unmapped fields will have the following warning appear next to them.
All target fields are required to be mapped, therefore you can either delete that target field, or drag another field to match with it. The removed field will be added to the umapped section.
All unmapped fields appear at the bottom of the popup on the left side (as shown in the example below). Fields in the unmapped section will be sent to the target step, however any data conversions or field transformations previously made on them will be lost, and not be applied to these fields in the target and any subsequent steps. However, previous steps will not be affected.
Click on the Done button. A confirmation popup will appear, displaying mapping changes made to the flow.
Click Confirm to apply these changes.
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