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Transformation

Transform Step

The Transform step allows you to include, exclude, and reorder columns, rename them, change the data type, or create calculation expressions and operations on your information source. Use it when you need to adjust the structure or content of columns within a data preparation flow.

The Transform step is located in the Preparation category of the toolbar.

Configuring Transform

The Transform configuration is comprehensive. As soon as another step is connected to its input, all columns are displayed, and you can apply transformations to the order, name, and data type, as well as insert formulas.

  • Column Status: indicates the status of each column, which can be Valid, Invalid, or Inconsistent. A column becomes Invalid when it is deleted in the input step connected to Transform (in this case, the platform allows you to delete it). It becomes Inconsistent when the column's data type is changed in the input step, requiring you to adjust the data type or edit the column's formula.

  • Column Selection: checks or unchecks one or more columns for the output port. A checked column is included; an unchecked column is removed.

  • Column Order: whole numbers indicate the position of the column. The order is editable: change the number to the desired position or click and drag the column. Only whole numbers are valid.

  • Source Name: shows all columns loaded from the input step.

  • Rename Column: editable field to give the column a new name.

  • Data Type: data type of the input column, which can be Alphanumeric, Numeric, or Date. The field is editable and allows you to change the type.

Tip: when a column is inconsistent, open the formula using the fx icon to resolve the inconsistency.

Formula Editor

To create or adjust an expression, click on the fx symbol in the formula column and the editor opens. There, you will find formula examples and function tips.

  • To include a function, start typing: the platform suggests available functions based on the letter typed.

  • To include a column, type { (curly bracket) and the columns connected to this step are displayed.

  • To delete the formula, use the X button in the lower right corner.

  • OK: applies the formula and saves it in the Transform step.

  • Back: returns to the Transform step without saving the added formula.

Save and close

  • Close: closes the screen without saving the settings and returns to the Designer.

  • Save: saves the settings.

Configuration example

Consider the input columns Business, Date, Account, Value, and Description, with four records (for example, Business A, Date 11/14/2022, Account 1001, Value 100, Description "Expenses 1").

Applying these rules in Transform:

  • uncheck the Date column;

  • rename Business to Code;

  • change the order of the Account column from position 3 to 4.

The result has the columns Code, Value, Description, and Account, in that order, without the Date column. The first record becomes: Code A, Value 100, Description "Expenses 1", Account 1001.

  • Deduplicate Step

  • Sort Step

  • Stack Step

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