Transformation

Overview

A transformation on the dataflow diagram represents a data-processing object that combines input tables, applies joins and filters, calculates output columns, and produces a reusable warehouse result for downstream dataflow, reporting, and semantic-model work.

Function

A transformation object can be managed from the ETL toolbar, from the Transformations branch in the navigation tree, or directly from its label on the dataflow diagram.

Context menu

Right-click a transformation label on the dataflow diagram to open the transformation context menu. The context menu provides quick actions for locating the transformation, focusing the diagram around it, editing or deleting the transformation, duplicating it, creating or extending a model, and opening the reference diagram.

Access

Transformations are available from the ETL toolbar and from schema-level Transformations branches in the navigation tree. On the dataflow diagram, a transformation can be opened by double-clicking its label or managed from the transformation label context menu.

How to access

Navigation tree

DWH -> schema -> Transformations -> transformation

Toolbar

ETL -> Transformations or ETL -> New Transformation

Diagram

Double-click the transformation label to open it, or right-click the transformation label to open the context menu.

Add from diagram

Use the diagram canvas Add menu to create a transformation.

Screen overview

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