Transformation

Overview

Transformation in 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. Diagram and navigation-tree actions let users locate the object, focus the diagram around it, edit or delete the transformation, duplicate it, create or extend a model, and open the reference diagram.

The transformation workflow includes a wizard, a searchable transformation list, and the transformation editor. Together these screens maintain the transformation name, schema, type, historization type, input tables, join behavior, output columns, references, filters, having logic, manual view text, script content, friendly name, description, inheritance behavior, persistence settings, Data Vault table links, snapshots, and create/save actions.

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

DWH -> schema -> Transformations -> transformation

Toolbar

ETL -> Transformations or ETL -> New Transformation

Diagram

Transformation label context menu, transformation label double-click, or diagram canvas Add -> Transformation

Visual element

Transformation object on the dataflow diagram, Transformation Wizard, transformation list, and transformation editor

Screen overview

ID Property Description
1Transformation objectRepresents a transformation on the dataflow diagram.
2Transformation labelIdentifies the transformation on the diagram and opens the editor when double-clicked.
3Locate in treeSelects the same transformation in the navigation tree.
4Set filterRebuilds the diagram around the selected transformation.
5Add to filterAdds the transformation to the active diagram filter.
6Store filterSaves the current diagram filter for reuse.
7Remove filterClears the stored diagram filter and refreshes the diagram.
8Add -> TransformationStarts the Transformation Wizard from the diagram canvas or an object context menu.
9Edit transformationOpens the transformation editor for the selected object.
10Delete transformationDeletes the selected transformation when deletion is allowed.
11Duplicate transformationCreates a copy of the selected transformation.
12Create modelStarts model creation from an eligible transformation.
13Add to modelAdds an eligible transformation to an existing model.
14Show reference diagramDisplays reference relationships for the selected transformation.
15Locate in diagramCenters the dataflow diagram on the selected transformation from the navigation tree.
16Set diagram filterFilters the dataflow diagram to the selected transformation from the navigation tree.
17Add to diagram filterAdds the selected transformation to the current navigation-tree diagram filter.
18List transformationsOpens the searchable transformation list.
19Add transformationStarts the Transformation Wizard from the navigation tree.
20Add calendar dimensionStarts the calendar-dimension creation flow.
21Add time dimensionStarts the time-dimension creation flow.
22Add snapshot dimensionStarts the snapshot-dimension creation flow.
23Search criteriaFilters the transformation list before selection or maintenance.
24SearchApplies the list filter text.
25SchemaShows or selects the schema that owns the transformation.
26NameDefines the transformation name shown in lists, navigation, and diagram labels.
27TypeSelects the transformation type used by the wizard or list.
28TransTypeSelects the transformation type in the transformation editor.
29Historizing typeSelects historization behavior in the Transformation Wizard.
30Hist TypeSelects or displays historization behavior in the editor or list.
31Main tableSelects the main table used to initialize a transformation.
32Create unknown memberControls whether the transformation creates an unknown-member row when that option applies.
33Fact transformationMarks the transformation as fact-oriented when applicable.
34DistinctControls distinct output behavior at transformation or table level.
35Don't detect dependenciesPrevents automatic dependency detection for the transformation when selected.
36Persist transformationEnables persistence settings during transformation creation.
37PersistTableStores the persisted result table used by the editor.
38Persist tableDefines the persisted result table name during creation.
39PersistPackageStores the package used for persisted output in the editor.
40Persist packageSelects or displays the package used for persistence during creation.
41Hub of tableLinks the transformation to its Data Vault hub table context.
42Satellite of tableLinks the transformation to its Data Vault satellite table context.
43Link of tableLinks the transformation to its Data Vault link table context.
44Direct sourceSelects the source used by a direct transformation.
45Friendly nameStores a business-facing label for the transformation.
46DescriptionStores documentation text for the transformation.
47Inherit FriendlyNameControls friendly-name inheritance for the transformation or output columns.
48Inherit DescriptionControls description inheritance for the transformation or output columns.
49Inherit DisplayFolderControls display-folder inheritance for semantic-model output.
50Snapshot groupAssigns a snapshot group to the transformation when snapshot handling is used.
51SnapshotAssigns a snapshot to the transformation when snapshot handling is used.
52TablesWizard tab and editor grid for input, output, and dependent tables.
53Table JoinHistTypeSets the join historization behavior used when related tables are added in the wizard.
54All N:1 direct relatedAdds directly related many-to-one tables during creation.
55All direct relatedAdds directly related tables during creation.
56Use business key references if possiblePrefers business-key references while building related-table joins.
57Use hash key references if possiblePrefers hash-key references while building related-table joins.
58FieldsWizard tab for generated field selection and naming rules.
59All key fieldsAdds key fields to the generated transformation columns.
60All fieldsAdds all available fields to the generated transformation columns.
61Field[n]Uses numbered generated field names.
62Table__FieldUses table-and-field based generated names.
63Use friendly names as column namesUses friendly labels as generated column names when selected.
64OtherWizard tab for stars and default transformation choices.
65StarsAssigns stars used by the transformation.
66Default transformationsControls whether no defaults, all defaults, or selected defaults are applied.
67ScriptWizard tab for script type and script text on script-based transformations.
68DefinitionEditor tab for transformation tables, columns, references, stars, predefined transformations, filters, and having conditions.
69Predefined transformationsLists predefined transformations applied to the current transformation.
70Check and update columnsChecks the selected table row and updates transformation columns when needed.
71Add all columns to transformationAdds all columns from the selected table to the transformation definition.
72Remove all columns from transformationRemoves the selected table's columns from the transformation definition.
73Inherit primary keyCopies primary-key behavior from the selected table where applicable.
74TableSelects an input or output table in the transformation definition.
75Is output tableMarks a table row as the transformation output table.
76Union allControls union behavior for a table row.
77Table AliasStores the table alias used in transformation statements.
78JoinTypeDefines how a table joins to the transformation table set.
79Force JOINOptionally forces a join strategy such as loop, hash, or merge.
80Reference StatementStores the join statement for a transformation table row.
81Filter StatementStores table-level filter logic.
82SubselectStores a table-level subselect expression.
83Resulting joinShows the resulting join text after references and statements are resolved.
84ColumnsEditor grid for output columns, expressions, keys, friendly names, and descriptions.
85Add calendar macroAdds a calendar macro to a column statement where supported.
86Column NameDefines an output column name for the transformation.
87ReferenceLinks an output column or table reference to an existing table relationship.
88StatementStores the expression used to calculate the selected output column.
89IsAggr.Marks the selected output column as aggregate-based.
90DefaultValueStores a default value for the selected output column.
91PK PositionSets the primary-key position for the selected output column.
92ReferencesMaintains table references between transformation table rows.
93Fill columnsFills or maps output columns from selected table metadata where supported.
94FilterStores transformation-level filter logic.
95HavingStores transformation-level having logic for aggregate output.
96VIEWEditor tab for manual transformation view text.
97Old column nameRecords an original column name when manual view text renames a column.
98New column nameRecords the replacement column name for manual view rename handling.
99Create in DWHCreates or refreshes the saved transformation in the data warehouse.
100CancelLeaves the editor without saving pending changes.
101SaveValidates and saves the transformation definition, then refreshes the generated transformation view.

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