For a time, data transforms had to be performed in a specific order. Now you can add any transform in any order, and even rearrange them.
Given this flexibility, here are some tips on using the Data Transform Pipeline.
Note: If you want to see what transforms are available, check out this article for more details.
How to Use
Add a Transform
To add a transform, simply click Add Transform. This will bring up the list of transforms. You can add whatever transform you need, and an icon for that transform will appear under the Data Settings as the second step in the pipeline.
Remove a Transform
To remove a transform, click on the transform. Within that transform in the lower right, click the Remove button. Or hover over the transform icon, click on the three-dot menu button, and select "Remove transform."
Reorder the Transforms
To rearrange the transform order, hover over the transform you want to move. Two dotted lines will appear on the left side of the transform box. Click and drag the two dotted lines to move the transform to whatever order you want. But be careful—if you move transforms into a different order, you could break the logic that your data is relying on.
View the Data at Each Step
Tips, Tricks, & Best Practices
Here are some tips and best practices with using the new transform pipeline.
The filter transform has the operators
OR. When using the filter transform, all of the settings on that transform will either be
OR. You can’t mix and match within one filter transform, though you can add multiple filter transforms in a row to accomplish a combination of
Let’s say you wanted to look only at direct traffic and traffic from a specific source such as "Capterra" over the last week. To filter down to these results you could use two filter transforms: the first filter would be
Source = "direct" OR
Source = "Capterra" the second filter would be
Date = "last 7 days" .
Moving a transform may break the logic after it. If you move a transform that created a column based on another transform’s column, the logic will break. Let’s say you create an aggregation that was based on a calculated column. If you move the aggregation before the calculated column, the aggregation will show up red, because it doesn’t work to aggregate a column that doesn’t exist in the logic. You have to change the configurations to make sure the logic makes sense.
Add aggregations after filters. If you plan on using filters and aggregations, the logical (not required, but logical) flow is to do aggregations last. This allows you to still see everything that you’ve set up with filters.
Disabled Add Transforms button? If you have columns with a duplicate title, the Add Transforms button will be grayed out and unusable. Be sure your data is formatted correctly, which includes unique column headers.
As a tip, the logic between each transform defaults to