Create and run transformations: step-by-step instructions

In this article, you will find step-by-step instructions about how to create a Transformation with a set of Operations and how to run it in the OWOX BI interface.

Important: Please make sure you meet the minimum requirements with OWOX BI Transformation functionality.

Step 1. Create a new Transformation

1.1. Go to the Transformations section.

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1.2. Click on the “New transformation” button.

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The Transformation page consists of the following parts:

  1. The top bar shows the scenario title with control buttons and a button to return to the previous screen.
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  2. The tab panel: Run history, Code editor, Autoruns scheduler.
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  3. The tab content: depending on the selected tab, the content of this tab is displayed in the central part of the screen.
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1.3. (Optional) You can rename the Transformation, just click on the name and write a new one. Then click outside the title area. Save your changes.

 

Step 2. Create Operations

2.1. On the Transformation page, go to the Code Editor tab. You will see that the new Transformation already has the first Operation with the SQL code "SELECT 1;".

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2.2. Write your custom SQL code in the editor, or copy the ready-made code from the Template gallery.

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2.3. You can create multiple Operations in one Transformation. It will help break down the data transformation process into several logical steps. You can easily change the order of the Operations in the Transformation.

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2.4. Click on the context menu icon to:

  • rename Operation;
  • disable the SQL code querying while the Transformation running (in this case Operation does not remove from the Transformation);
  • delete the Operation.

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2.5. Specify a destination table for the Operation.

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When you run the Transformation, the OWOX BI algorithm will save the result of executing SQL code into the table in Google BigQuery. Learn more about setting up a destination table in this article.

2.6. (Optional) Add variables to the Transformation and use them in the SQL code.

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Variables allow you to set values applied in multiple Operations without changing the SQL code before each Transformation run. Using variables greatly speeds up routine work. Read more about using variables in this article.

2.7. Save your changes.

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Step 3. Run the Transformation manually

Click on the “Run” button to start the sequential execution of the Operations in the Transformation.

 

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Important:Run is only available for Transformations that have no unsaved changes. If you have changed the code or made other changes to the Transformation, be sure to save those changes.

Step 4. Viewing run history

After running the Transformation, the “Run history” tab opens. Here you find details about the execution of each Operation.

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Read more about the Run history tab in this article.

Step 5. Debugging

Write, edit SQL code and run the Transformation until you solve your task and get the necessary data structure in Google BigQuery.

Step 6. Autoruns with triggers and schedule

Once you've finished debugging and you are sure the Transformation works correctly, you can set up scheduled autoruns. With autoruns, you will get up-to-date data for your reports without headaches. Read more about autorun triggers and schedules in this article.

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