Transformations Flashcards

1
Q

Transformation for Data Prep Recipes

A
  • 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
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2
Q

Transformations for Dataflows

A

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
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3
Q

append Transformation

A

Combines rows from multiple datasets into a single dataset

1 of 16 dataflow transformations

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4
Q

augment Transformation

A

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.

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5
Q

computeExpression Transformation

A

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

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6
Q

computeRelative Transformation

A

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

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7
Q

delta Transformation

A

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

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8
Q

digest Transformation

A

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

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9
Q

dim2mea Transformation

A

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

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10
Q

edgemart Transformation

A

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

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11
Q

export Transformation

A

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

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12
Q

filter Transformation

A

Removes records from an existing dataset

You define a filter condition that specifies which records to retain

1 of 16 dataflow transformations

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13
Q

flatten Transformation

A

Flattens hierarchical data

1 of 16 dataflow transformations

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14
Q

prediction Transformation

A

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

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15
Q

sfdcDigest Transformation

A

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

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16
Q

sfdcRegister Transformation

A

Registers a dataset to make it available for queries

Users cannot view or run queries against unregistered datasets

1 of 16 dataflow transformations

17
Q

sliceDataset Transformation

A

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

18
Q

update Transformation

A

Looks up the new values from corresponding fields in the lookup dataset

Stores the results in a new dataset

1 of 16 dataflow transformations

19
Q

Overriding Metadata Generated by a Transformation

A

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