Create Transformations
How to create Transformations
1. Click "Transformations"

2. Create a New Model

3. Enter a unique name to identify your model and click "Create"

4. You should now be able to see the newly created model

5. Once clicked, you should see all the transformations within the model

6. Click "New Transformation" to create a new transformation within the model

7. You should see a list of all eligible source connections and transformations on the left hand side of the page

8. Enter a unique name for the transformation

9. Type your SQL statement as a CTE

10. Click "Compile" to run the query

11. Check the format of your results

12. You can add Description to explain what your transformation does (optional)

13. Click "Save Transformation"

14. You should be redirected back to the transformations page.

15. You can create multiple transformations within your model

16. We're going to create a new transformation called "orders"

17. Enter the SQL query

18. Click "Compile"

19. Click "Save Transformation"

20. If we click our model this time, we should see 2 transformations which includes the newly created "orders" transformation

21. Let's create a dependent (downstream) transformation

22. Enter a transformation name. In this case, we will name this transformation as "customerpayments"

23. Enter the SQL statement for the downstream transformation

24. Click "Compile"


25. You should see that Context data correctly compiled the new SQL statement and correctly referenced the previously created transformations.

26. We're going to add a description to this transformation

27. Click "Save Transformation"

28. If we click our model once more, we should see all transformations including the newly created transformation

Last updated