Transformation

Overview

The Transformation page is used to add or edit a transformation definition. Use it to define the transformation metadata, configure the output columns, select source tables and joins, apply filters, assign stars, and apply predefined transformations.

Function

Use this page to maintain the transformation name, schema, transformation type, historization type, persisting links, source behaviour, friendly name, description, inheritance settings, snapshot settings, output columns, source tables, references, filters, stars, and predefined transformations.

The Definition tab contains the editable transformation structure. It combines the column list, table and join definition, reference mapping, filter and having statements, star assignments, and predefined transformation assignments. The VIEW tab is used to review the generated view statement.

Create in DWH creates the transformation view in the data warehouse. Save stores the transformation definition. Cancel closes the page without continuing the current edit.

Transformation context

The visible screen shows a regular transformation on the Definition tab. The transformation reads from the selected source table, defines output columns, and can be linked to stars, predefined transformations, references, filters, and generated data warehouse output.

Access

Open an existing transformation from the navigation tree, from the Transformations list, or by double-clicking a transformation object in the diagram.

How to access

Navigation tree

Data warehouse -> Layers -> [layer] -> [schema] -> Transformations -> [transformation] -> Edit transformation.

Toolbar

ETL -> Transformations, then double-click a transformation row.

Diagram

Double-click a transformation object in the diagram.

Screen overview

The Transformation page is split into five main areas: general transformation settings, column definition, source-table and reference logic, star assignments, and predefined transformations.

Transformation - Screen overview

A. Transformation settings

Area A contains the general transformation metadata, source behaviour, persistence links, inheritance options, and snapshot assignment.

Transformation - A. Transformation settings
ID Property Description
A.1 Name Transformation name shown in the Transformations list and navigation tree.
A.2 Schema Schema that contains the transformation.
A.3 TransType Transformation type selected for the definition.
A.4 Hist Type Historization behaviour used by the transformation.
A.5 Friendly name Business-facing name for the transformation.
A.6 Description Business description or notes for the transformation.
A.7 Create unknown member Creates an unknown member when supported by the transformation scenario.
A.8 Fact transformation Marks the transformation as fact-oriented.
A.9 Distinct Uses distinct rows in the transformation output.
A.10 Persist table Persisted table linked to the transformation.
A.11 Persist package Persisting package linked to the transformation.
A.12 Hub of table Hub table relationship used where applicable.
A.13 Satellite of table Satellite table relationship used where applicable.
A.14 Link of table Link table relationship used where applicable.
A.15 Direct source Direct source assigned to the transformation when applicable.
A.16 Inherit FriendlyName Controls friendly-name inheritance.
A.17 Inherit Description Controls description inheritance.
A.18 Inherit DisplayFolder Controls display-folder inheritance.
A.19 Snapshot group Snapshot group assigned to the transformation.
A.20 Snapshot Snapshot assigned to the transformation.

B. Definition and columns

Area B contains the Definition tab and the transformation output column grid.

Transformation - B. Definition and columns
ID Property Description
B.1 Definition Main editable definition tab for the transformation.
B.2 VIEW Tab used to review the generated view statement.
B.3 Columns Grid containing the transformation output columns.
B.3.1 Column Name Transformation output column name.
B.3.2 TableSeqNr Sequence number of the table used by the column reference.
B.3.3 Reference Source reference used by the output column.
B.3.4 Statement Expression used to calculate or populate the output column.
B.3.5 IsAggr. Marks the column as aggregated.
B.3.6 DefaultValue Default value assigned to the output column.
B.3.7 SeqNr Output sequence number of the column.
B.3.8 PK Position Primary-key position assigned to the output column.
B.3.9 Friendly name Business-facing name of the output column.
B.3.10 Description Description of the output column.
B.3.11 Inherit FriendlyName Controls friendly-name inheritance for the output column.
B.3.12 Inherit Description Controls description inheritance for the output column.
B.4 Fill columns Fills the column grid from the current transformation definition.

C. Source tables, references, filters, and actions

Area C contains the source table definition, join logic, reference mapping, filter and having statements, and page action buttons.

Transformation - C. Source tables, references, filters, and actions
ID Property / Action Description
C.1 Tables Grid containing the source tables and join configuration used by the transformation.
C.1.1 SeqNr. Sequence number of the table row in the transformation definition.
C.1.2 Table Source table used by the transformation.
C.1.3 Table Alias Alias assigned to the source table.
C.1.4 JoinHistType Historization join behaviour for the table row.
C.1.5 JoinType Join type used for the table row.
C.1.6 Force JOIN Forces join generation for the table row.
C.1.7 Reference Statement Statement used for the reference join.
C.1.8 Filter Statement Filter statement assigned to the table row.
C.1.9 Subselect Subselect statement for the table row when required.
C.1.10 Resulting join Preview or result of the generated join logic.
C.2 References Grid containing reference mappings between table sequence numbers.
C.2.1 SeqNr1 First table sequence number used by the reference.
C.2.2 SeqNr2 Second table sequence number used by the reference.
C.2.3 Reference Reference expression or relationship between the selected table rows.
C.3 Filter Filter statement applied to the transformation.
C.4 Having Having statement used for aggregate logic.
C.5 Create in DWH Creates the transformation view in the data warehouse.
C.6 Cancel Closes the page without continuing the current edit.
C.7 Save Stores the current transformation definition.

D. Stars

Area D assigns the transformation to one or more stars and controls fact-related star behaviour.

Transformation - D. Stars
ID Property Description
D.1 Stars Grid containing the stars assigned to the transformation.
D.1.1 Star Star assigned to the transformation.
D.1.2 View name View name used for the star assignment.
D.1.3 isFact Marks the star assignment as fact-related.
D.1.4 Filter Filter used for the star assignment.

E. Predefined transformations

Area E assigns reusable predefined transformations to the current transformation definition.

Transformation - E. Predefined transformations
ID Property Description
E.1 Predefined transformations Grid containing predefined transformations assigned to the current transformation.
E.1.1 Predefined Transformation Reusable transformation template assigned to the current transformation.
E.1.2 UseOnVault Controls whether the predefined transformation is used in the vault-related scenario.

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