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Data Sources

Integrate Process Step

The Integrate Process step obtains data from an execution already performed in Dattos, allowing the reuse of data and results from other previously configured processes. This avoids rework and ensures standardization. The step is located in the Data Source category of the designer toolbar.

Before starting

The type of process you are creating defines which sources Integrate Process can use. In a Standard process, the available sources are Process | Standard, Process | Turbo AI and Package configuration. In a Turbo AI process, the sources are Process | Standard and Process | Turbo AI. It is worth knowing this behavior before setting up the integration.

Define the data source

When adding the step, define the data source according to the process type.

In a Standard process, choose between:

  • Process | Standard: uses data from a process configured in the Standard model.

  • Process | Turbo AI: consumes data or results from a process configured in the Turbo AI engine.

  • Package configuration: uses a previously packaged configuration, with a structure and rules already defined.

In a Turbo AI process, choose between Process | Standard and Process | Turbo AI. In this model, the integration is focused on existing processes, ensuring compatibility with current flows and full utilization of the new processing engine.

Select the process and the result

After defining the source, provide:

  • Select the process: displays the list of data preparation processes executed in Dattos. Choose the process to be imported.

  • Select the result: depending on the chosen process, select the result that will be integrated into the current flow.

  • Step name: identifies the step. By default, the platform fills it with the name of the source data preparation or configuration package, and the field is editable.

Configure the import conditions

Choose how the results will be imported from three conditions.

Single date based on the Execution Periodicity Calendar imports the results available on the reference date calculated by the calendar and the offset specified in the data preparation execution. You define:

  • Execution Periodicity Calendar: displays the calendar registered in the imported result; if there is none, it uses the Calendar Days calendar as default.

  • Offset relative to the period: numerical field, default 0. Enter how many days before (-) or after the reference date the result was executed.

Date range based on the Execution Periodicity Calendar imports the results available in a range, calculated from the start and end offsets relative to the execution's reference date. Imports whose reference date is greater than or equal to the calculated start date and less than or equal to the calculated end date are considered. You define:

  • Execution Periodicity Calendar: same behavior as the previous condition.

  • Start offset: numerical field, default 0, with the days added or subtracted (-) from the start reference date.

  • End offset: numerical field, default 0, with the days added or subtracted (-) from the end reference date.

Last import execution performed imports the results of the last import executed at the source, regardless of the reference date.

Offset examples

For the single date condition:

  • Reference date 03/01, import results from 01/01: Calendar Days calendar, offset -2.

  • Reference date 31/01, import results from 30/10: Last day of the month calendar, offset -3.

For the date range condition:

  • Reference date 31/01, import everything executed between 01/01 and 30/01: Calendar Days calendar, start offset -30 and end offset -1.

  • Reference date 31/01, import everything executed between 30/06 and 31/12: Last day of the month calendar, start offset -6 and end offset -1.

Configure optional information columns

The optional information columns add columns to the step output that are part of the imported execution. They are visible in the Data Sample of the designer screen. The options are:

  • execution reference date;

  • justification text;

  • folder code;

  • reconciliation status;

  • folder name;

  • reconciliation matching ID;

  • full folder path.

Import the data sample

The platform allows you to view a sample of the import data, with the column, data type, and data sample from the configured source. Use Update Sample to reload a sample of the source columns. Finally, Save records the settings and Close returns to the designer without saving.

  • Introduction to Processes

  • Configure Process

  • Run Process

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