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Input source

Description

Delimited file

This input method is used when extracting data from a delimited file (that is, a file with separators).

Freehand SQL

Use this method to import data from a database using an SQL query.

Report

Use this method to use a Yellowfin report as the source of data. This method accepts 2-dimensional reports, but not multi-dimensional ones. The following types of reports are currently not supported: Jasper, SSRS, and BIRT.

Single table

This input step can be used to import data from a single database table.

Third party connector

To extract data from a third-party connector. The connectors currently supported are: Google Analytics, Google Sheets, and Salesforce.

 

Click here to learn more about these steps and how to configure them.

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Transformation type

Description

Aggregate Step

This step transforms your data into a summary form, by applying functions like count, count distinct, sum, average, etc.

 

Calculated Field

This step creates a calculated field based on other fields in the step.

 

Filter

This step is for filtering data in a step.

 

Merge

This step merges two sets of data based on the configured Join Fields.

 

Split

This step duplicates an input dataset to create identical output datasets.

 

This section teaches you how to configure each of these steps, along with other types of transformations.

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Transformation type

Description

SQL Database

This outputs data to a selected writeable data source. There are multiple options to create and manage tables and indexes, and to insert or update data.

 

Click here to learn how to configure this step.

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These are explained below:

FunctionDescription

Edit Flow

To configure the mapping between the data fields in the connecting steps.

Break Connection

To delete the selected connection.

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  1. Once a connection is created between two steps, it can be broken or deleted. Simply right-click on the connection itself and select Break Connections.




  2. Alternatively, right-click on one of the steps, and click on Break Connections. This will break all the connections associated with that step.
  3. Confirmation will be required before the connection is deleted. Just click on the Confirm button to do so when the popup appears.


 

 

 
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Editing a Connection Flow

Connections allow for data to flow from one step to another. When they are established, data coming from the source step is automatically mapped to fields in the target step. However, with this option, you can change the mapping between the two steps. Any changes made to the flow will affect the target step and its subsequent steps; previous steps will not be affected.

Note: If data has already been mapped from one step to another, and then changed, it will need to be manually mapped again. For example, if data is extracted from a report and then connected to an aggregate step, but then the report fields get altered directly within the report, then the flow will have to be manually mapped to the new incoming fields.

 

  1. Right-click on a connection to bring up the menu.

  2. Click Edit Flow.

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  3. A popup will appear displaying the data mapped between the two steps. The incoming/source fields (from the previous step) will appear on the left side, and the target fields (for the next step) will appear on the right side.

  4. You can perform the following types of actions on the mapping:

  5. Change mapping: Hover your cursor over a field on the left side, and when the reorder icon appears, click and drag it to match any field on the right side.
    Note:
    The target field will lose its previously mapped field, which will appear in the unmapped section. 

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  6. Deleting fields: You can delete a field, in which case it will not be sent to the target step and any subsequent steps.

    1. Hover over a field on the right side, and when the delete icon appears, click on it.

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    2. On doing so, the matched source field will be added to the unmapped section at the bottom.

    3. Delete this field from the unmapped section as well. It will not appear in the target step.

  7. Field unmapping: If a field on the left side is deleted first, then the target field will lose its mapping. Similarly, fields can get unmapped when a mapping is changed or reordered. Unmapped fields will have the following warning appear next to them.

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    1. All target fields are required to be mapped, therefore you can either delete that target field, or drag another field to match with it. The removed field will be added to the umapped section.

  8. All unmapped fields appear at the bottom of the popup on the left side (as shown in the example below). Fields in the unmapped section will be sent to the target step, however any data conversions or field transformations previously made on them will be lost, and not be applied to these fields in the target and any subsequent steps. However, previous steps will not be affected.

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  9. Click on the Done button. A confirmation popup will appear, displaying mapping changes made to the flow. 

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  10. Click Confirm to apply these changes.




 

 

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