Transformation for Data Prep Recipes
Transformations for Dataflows
A transformation refers to a manipulation of data.
There are 16 total transformations for dataflows:
append Transformation
Combines rows from multiple datasets into a single dataset
1 of 16 dataflow transformations
augment Transformation
Adds columns to a dataset from another dataset.
Enables queries across both related input datasets.
Ex) Augment Account with User to enable a query to return account records and the full names of the account owners.
1 of 16 dataflow transformations.
computeExpression Transformation
Enables you to add derived fields to a dataset.
The values for derived fields aren’t extracted from the input data.
Tableau CRM generates the values using a SAQL expression. This can be based on one or more fields from the input or other derived fields.
Use an expression to:
- assign a value
- concatenate text fields
- perform mathematical calculations on numeric fields1 of 16 dataflow transformations
computeRelative Transformation
Analyze trends in your data by adding derived fields based on values in other rows
Ex) Calculate the number of days an opportunity remains in a stage
Ex) Calculate the changes to the opportunity amount through the stages
1 of 16 dataflow transformations
delta Transformation
Change the value of a measure column over a period of time
Generates an output column to store the delta for each record
Create deltas to make it easier for business analysts to include them in queries
1 of 16 dataflows transformations
digest Transformation
Extracts synced connected data in a dataflow
Extract data synced from an external Salesforce org, or an external connection
Use the sfdcDigest transformation to extract from your local Salesforce org
1 of 16 dataflow transformations
dim2mea Transformation
Creates a new measure based on a dimension
Adds the new measure column to the dataset
Preserves the dimension to ensure the existing lenses and dashboards don’t break if they use the dimension
1 of 16 dataflow transformations
edgemart Transformation
Gives the dataflow access to an existing, registered dataset, which can contain Salesforce or external data or both
Reference a dataset so that its data can be used in subsequent transformations
Use this and the augment transformation together to join an existing dataset with a new dataset
1 of 16 dataflow transformations
export Transformation
Creates a data file and a schema file from data in a specified source node
After the dataflow runs, Einstein Discovery users can access these files through the public API
1 of 16 dataflow transformations
filter Transformation
Removes records from an existing dataset
You define a filter condition that specifies which records to retain
1 of 16 dataflow transformations
flatten Transformation
Flattens hierarchical data
1 of 16 dataflow transformations
prediction Transformation
Makes an Einstein Discovery prediction for a dataset
Einstein Discover uses predictive analytics which analyzes historical data to identify patterns and predict future outcomes
1 of 16 dataflow transformations
sfdcDigest Transformation
Generates a dataset based on data extracted from a local Salesforce object
You specify the Salesforce object and field from which to extract data
You can exclude fields that contain sensitive data or are irrelevant for analysis
1 of 16 dataflow transformations
sfdcRegister Transformation
Registers a dataset to make it available for queries
Users cannot view or run queries against unregistered datasets
1 of 16 dataflow transformations
sliceDataset Transformation
Removes fields from a dataset
Leaves you with a subset of fields for a new dataset or other transformations
Allows you to create multiple datasets, each with different sets of fields
1 of 16 dataflows transformations
update Transformation
Looks up the new values from corresponding fields in the lookup dataset
Stores the results in a new dataset
1 of 16 dataflow transformations
Overriding Metadata Generated by a Transformation
You can override the metadata that is generated by a transformation
You can override object and field attributes
Ex) Change a field name so it appears differently
Add the overrides to the schema section of the transformation in the dataflow definition file