Transformations Flashcards
Transformation for Data Prep Recipes
- There are 15 total transformations for data prep recipes
- Bucket: categorize column values
- Cluster: segment your data (rows)
- Data Type Conversion: convert column types
- Date and Time: calculate on date fields
- Detect Sentiment: determine the sentiment of text
- Drop Columns: drop columns from the recipe
- Discovery Predict: get Einstein Discovery Predictions
- Extract: get a date component
- Edit Attributes: change column names and value formats
- Flatten: flatten hierarchies
- Format Dates: standardize date format in a column
- Formula: create calculated column based on an expression
- Predict Missing Values: fill in missing values
- Split: break up column values
- Time Series Forecasting: forecast measures
Transformations for Dataflows
A transformation refers to a manipulation of data.
There are 16 total transformations for dataflows:
- append
- augment
- computeExpression
- computeRelative
- delta
- digest
- dim2mea
- edgemart
- export
- filter
- flatten
- prediction
- sfdcDigest
- sfdcRegister
- sliceDataset
- update
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 fields
1 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