Creating a Basic Transformation Flow

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

2. Then select the Transformation Flow option. 
   
   
   
   

3. You will be taken to the transformation 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. 
    
    

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

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.

1. Extend the output step panel by hovering on its icon, and drag an output step onto the canvas.

2. Next, connect the transformation step to the output step by repeating steps 20 and 21. 

3. Then configure the output step through the panel on the right-side. 

4. Click here to learn more about configuring this step.

5. You can also view the flow’s success status in the run logs tab in the configuration panel.

6. Click on the run button in the top header menu to execute the flow. The step will only be run for the data that is available in the preview (ie. limited to 200 rows). By default, any output to database step will not be run. This behaviour can be overridden by enabling the Run in Preview mode option in the Output to Database step. This should only be done subject to the warnings listed earlier on this page.   

1. Once a flow has been created, it will need to be saved before it can be fully executed. Click on the Publish button to do so.

2. Provide details in the popup that appears.

Once a flow is created, you can either execute it manually or schedule for it to be executed.

Manual Execution

This process shows how to execute the transformation flow manually:

1. Navigate to left side menu > Browse > Transformation Flows. 

2. Locate the flow that you want to run, and click on its menu icon. (The menu icon will appear when you hover the cursor on the bottom-right corner of the thumbnail.). This menu can also be invoked by right-clicking the flow.

3. Then click on the Run Transformation option. 

Scheduled Execution

Here’s how to schedule a data transformation flow to be executed through the scheduler:

1. Click on the schedule button in the header menu. 

2. When the scheduling popup appears, click on the button to enable it. 

3. Provide scheduling details to run the batch at specified intervals:

1. Click on the Recipients textbox to select users to notify when the batch has executed successfully. You can add individual users and even groups. 

2. Choose frequency with which to run the transformation flow. <add more steps>

3. Enable option to limit schedule period. This allows you to establish a time period within which the batch will be executed. Once the end period passes, the transformation will stop being executed. 

4. Enable the Failure Notification button and add user groups to notify if the transformation failed to be executed. 

5. Finally, click on the Submit button.