Transformation

Overview

A transformation on the dataflow diagram represents a data-processing object that combines input objects, applies transformation logic, and produces a reusable warehouse result for downstream processing, reporting, and semantic-model work.

Function

A transformation appears as a blue rectangular object in the Core layer. It can receive data from upstream objects, apply transformation rules, and provide its result to downstream dimensions, facts, persisting flows, exports, or other transformations.

T

The small yellow T icon identifies the blue rectangle as a transformation. Use the blue transformation object for the complete object context menu. The marker may expose limited diagram actions in some application versions, but it is not the owner of the full creation and management menu.

Access

Transformations are available from the ETL area, from schema-level Transformations branches in the navigation tree, and directly from their blue objects on the dataflow diagram.

How to access

Navigation tree

DWH -> schema -> Transformations -> transformation

Toolbar

ETL -> Transformations, or ETL -> New Transformation

Diagram

Double-click the blue transformation object to open it, or right-click the rectangle to open its complete context menu.

Visual element

Blue Core-layer object with a small yellow T marker on its right side.

Screen overview

DWH.DIM_Categories T

Context Menu

Right-click the blue transformation object, not only the T marker, to open its complete context menu. The available commands provide access to diagram filters, related-object creation, duplication, references, locks, object groups, definition export, and display settings.

Transformation context menu

ID Command Description
1 Locate in tree Locates the selected transformation in the navigation tree.
2 Set filter Sets the selected transformation as the current filter for the dataflow diagram.
3 Add to filter Adds the selected transformation to the current diagram filter.
4 Refresh Refreshes the selected transformation in the dataflow diagram.
5 Add Opens the submenu containing the available options for adding a related object.
6 Duplicate Duplicates the selected transformation.
7 Delete Deletes the selected transformation.
8 References Opens the submenu containing reference-related options for the selected transformation.
9 Locks Opens the submenu containing lock-related options for the selected transformation.
10 Object groups Opens options for managing the object groups associated with the selected transformation.
11 Import/Export object definition Opens the submenu for exporting the selected transformation definition.
12 Customize colors Opens the submenu for customizing the display colors of the selected transformation.

Sub menus

Transformation submenu groups

ID Submenu group Description
A Add Contains the available options for adding an object related to the selected transformation.
B References Contains options for viewing or managing references associated with the selected transformation.
C Locks Contains lock-related options for the selected transformation.
D Import/Export object definition Contains options for exporting the definition of the selected transformation.
E Customize colors Contains options for customizing the colors used to display the selected transformation.

A) Add Submenu

Transformation Add submenu

ID Command Description
1 Data source Opens options for adding a data source.
2 Import Opens options for adding an import object.
3 Historization Opens options for adding a historization object.
4 Persisting Opens options for adding a persisting object.
5 Transformation Opens options for adding a transformation object.
6 Export Opens options for adding an export object.
7 Data vault hub Opens options for adding a Data vault hub.
8 Data vault satellite Opens options for adding a Data vault satellite.
9 Data vault link Opens options for adding a Data vault link.
10 Calendar dimension Opens options for adding a calendar dimension.
11 Time dimension Opens options for adding a time dimension.
12 Snapshot dimension Opens options for adding a snapshot dimension.

B) References Submenu

Transformation References submenu

ID Command Description
1 Show reference diagram (active) Shows active reference diagrams associated with the selected transformation.
2 Show reference diagram (inactive) Shows inactive reference diagrams associated with the selected transformation.
3 Show reference diagram (all) Shows all reference diagrams associated with the selected transformation.
4 List references Lists references associated with the selected transformation.
5 Add reference Adds a reference to the selected transformation.
6 Start reference Starts creating a reference from the selected transformation.

C) Locks Submenu

Transformation Locks submenu

ID Command Description
1 Lock object Locks the selected transformation.

D) Import/Export object definition Submenu

Transformation Import/Export object definition submenu

ID Command Description
1 Export to file Exports the selected transformation definition to a file.
2 Export to cloud Exports the selected transformation definition to the cloud.

E) Customize colors Submenu

Transformation Customize colors submenu

ID Command Description
1 Background Color Changes the background color of the selected transformation.
2 Foreground Color Changes the foreground color of the selected transformation.

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