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Overview

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

 

Types of Joins

The following types of joins are supported.

Join Type

Explanation

Diagram

Inner Join

Returns records that have matching values in both tables.

 

Left Outer Join

Return all records from the left table, and the matched records from the right table.

 

Right Outer Join

Return all records from the right table, and the matched records from the left table.

 

 

Merging Data in a Transformation Flow

In this example, we will cover how to create a simple transformation flow that involves the merge step. This transformation will involve setting up two separate input steps, combining them by using the merge transformation step, and then storing the merged data into a database. You could always include additional steps to your own transformation flow. 

 


  1. Click on the Create button in the top-right corner.

  2. Then select Transformation Flow. 

    If you do not see this option, you may not have security access to transformation flows. Learn how to get access here.





  3. You will be taken to the transformation flow builder.

  4. Hover your cursor over the input steps button on the left side. A panel with a list of all data extraction steps will appear.



  5. Drag one of these steps onto the canvas. For this procedure, we will first use the single table step as an example. (Click here to learn about all the different input steps.)

  6. On doing so, a popup will appear to load data from a data source.



  7. Click on the data source that you require.

  8. Then choose the database table, and click on Submit. 



  9. The selected table's fields will appear in the transformation flow panel to be configured. 

  10. Select only the fields that you want data to be extracted from.



  11. You can make further changes, such as renaming the step, etc.

  12. Once you’re done with the step configuration, click on the Apply button. 

    You must click on the Apply button to save the configuration details. Otherwise, if you click somewhere else first, you will lose the configuration details.



  13. On doing so, the data preview panel will display the data extracted from the configured database table.  



  14. Now repeat the above steps to import and configure another data source. ------

  15. You can also apply transformations to fields directly in the data preview panel. Click here to learn more about this.

  16. You can add further steps to your transformation flow. 

  17. When you want to include the filter step in your flow, continue with the procedure below.

  18. Expand the transformation steps panel by hovering on its icon in the step builder, and then drag the Filter step onto the canvas. 



  19. Connect this step to the previous step in the flow.
  20. Next configure the step to apply filtering to the data through the configure panel.



  21. Click on the Add Filters option.
  22. Use the new popup to add filters.



    1. Select a field.
    2. Then choose a filtering operator. 
    3. Click Define Value to set a manually define a value to filter the field data by.
    4. You can perform these steps again to add more filters.
    5. Use the And/Or field to define logic between each filter condition.
    6. Click on Submit. The transformation flow's data will become filtered.



  23. You can also remove all the filters using the Clear option or edit them by clicking on the Edit Filters option.

  24.  

  25.  

  26. The data preview panel will display a new column field for this formula's result.



  27. You can continue to transform your data further by adding more transformation steps.

  28. Once you are ready to save your data into a writeable database, follow the steps below.

  29. Extend the output steps panel by hovering on its icon, and drag the SQL database output step onto the canvas.



  30. Connect the calculated field step (or the previous step in your flow) to the output step by creating a connection.

  31. And then configure the output step through the panel on the right-side. Click here to learn more about configuring this step.
    Note: By default, the output step will be highlighted as red to signify that it contains errors. This is because it has not been configured yet.



  32. You can now execute the draft flow by clicking on the run button in the top header menu. (This does a quick execution of the data rows in the data preview panel.)


  33. Or save the flow for a full execution. To do that, click on the Publish button.




  34. Then provide details in the popup that appears, such as providing a proper name, and selecting rights to access the flow.




  35. Finally, click on the Save button.

 


 

 




 

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