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Trifacta SaaS



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Use the links below to access the reference pages for the Trifacta application user interface.For more information on UI pages that apply to administrators, see Admin Reference.

Home

Item Description
Home Page See Home Page.
Flows Page See Flows Page.
Library Page In the Library page, you can review your imported and reference datasets and any macros that you may have created. You can also import new data from this page. See Library Page.
Jobs Page In the Jobs page, you can track the status of all of your jobs and plan runs. See Jobs Page.
Transformer Page In the Transformer page, you identify the data that you need to transform and build your transformation recipes on samples taken from your currently selected dataset.  See Transformer Page.
Preferences Page From the Preferences page, you can manage aspects of your user account and other settings. Select Help menu > Preferences. See Preferences Page.
Plans Page
Feature Availability: This feature is available in the following editions:

  • Trifacta® Enterprise Edition
  • Trifacta Professional Edition
  • Trifacta Premium

The Plans page lets you create, review, and manage your plans. plan is a sequence of tasks and the triggers that execute them. Plans can be applied across multiple flows in your workspace.
See Plans Page.
Schedules Page In the Schedules page, administrators can be review the current set of schedules. See Schedules Page.

Flows

Flows Page

Item Description
Create Flow Page You can use flows to organize your datasets and to track the jobs associated with them. See Create Flow Page.
Flow View Page In Flow View, you can access and manage the objects that you have added to or created in the selected flow. You can perform a variety of actions to effectively manage flow development and job execution through a single page in the Trifacta® application. See Flow View Page.

Flow View

Flow View Page

Item Description
View for Imported Datasets When you select an imported dataset in Flow View, you can review its details in the context panel and select options from its context menu. See View for Imported Datasets.
View for Dataset with Parameters When you select a dataset with parameters in Flow View, additional options are available in its context menu and the Details panel. See View for Dataset with Parameters.
View for Recipes For each recipe in Flow View, you can review or edit its steps or create new recipes altogether. You can also create references to the recipe, modify outputs, and create new recipes off of the recipe.
See View for Recipes.
View for Reference Datasets reference dataset is a reference to a recipe's output, which can been added to a flow other than the one where the recipe is located. See View for Reference Datasets.
View for Unstructured Datasets An unstructured dataset is an imported dataset that does not contain any initial parsing steps. All parsing steps must be added through recipes that are applied to the dataset. During the import process, you disable the initial steps that are applied to imported datasets. Instead, these steps are added as the first steps of the auto-generated recipe that appears with the dataset in Flow View. See View for Unstructured Datasets.
View for Outputs Associated with each recipe is one or more outputs. These publishing destinations can be configured through the context panel in Flow View. Through outputs, you can execute and track jobs for the related recipe. See View for Outputs.
Share Flow Dialog You can manage access to a flow for other users through the Share Flow dialog. In Flow View, select Share from the context menu. See Share Flow Dialog.
Change Dataset Dialog Through the Flow View page, you can change the source that is used for your dataset. In this manner, you can apply the same recipe across datasets with the same schema. When the source dataset has been changed, a new sample is automatically generated for you. See Change Dataset Dialog.
Add Schedule Dialog To add a schedule to your flow, click the drop-down menu in the Flow View page, and select Schedule. See Add Schedule Dialog.
Manage Flow Notifications Dialog
Feature Availability: This feature is available in the following editions:

  • Trifacta® Enterprise Edition
  • Trifacta Professional Edition
  • Trifacta Premium

When email notifications are enabled, flow owners and collaborators can configure the delivery of emails to interested stakeholders based on the success or failure of jobs executed within this flow. From the flow menu, select Email notifications.

See Manage Flow Notifications Dialog.
Manage Parameters Dialog Within a flow, you can create and manage flow parameters, including specifying override values. From the flow menu, select Parameters. See Manage Parameters Dialog.
Flow Search Panel You can search for objects within your flow. In Flow View, click the Magnifying Glass icon at the top of the page. See Flow Search Panel.
View for Connections In Flow View, you can review the details of the connections used to access the flow's imported datasets, whether you created it or it was shared with you. See View for Connections.
Flow Optimization Settings Dialog In the Flow Optimization Settings dialog, you can configure the following settings, which provide finer-grained control and performance tuning over your flow and its job executions. From the Flow View menu, select Optimization settings. See Flow Optimization Settings Dialog.

Plans

Item Description
Plan View Page In Plan View, you design your plan, which includes the building and sequencing of tasks and the triggers that execute your sequence of tasks. See Plan View Page.

Library

Library Page

Item Description
Dataset Details Page Use the Dataset Details page to review a dataset's usage and to perform management tasks on it. See Dataset Details Page.
Import Data Page Through the Import Data page, you can upload datasets or select datasets from sources that are stored on connected datastores. From the Library page, click Import Data. See Import Data Page.
Macros Page In the Macros page, you can review and manage the macros to which you have access. See Macros Page.

Import Data Page

Item Description
Create Connection Window Through the Create Connection window, you can create and edit connections between  Trifacta® and remote storage. See Create Connection Window.
Database Browser The database browser enables you to interact with databases that are connected to  Trifacta® See Database Browser.
S3 Browser In  Trifacta®, the S3 browser lets you browse, select, and filter the sources that you can access through S3. You also use the browser to select targets for publishing job results. See S3 Browser.
TFS Browser In  Trifacta®, the TFS browser lets you browse, select, and filter the sources that you can access through Trifacta File Storage. You also use the browser to select targets for publishing job results. See TFS Browser.
File System Browser In  Trifacta®, the file system browser lets you browse, select, and filter the sources that you can access through the datastore to which you are connected. You also use the browser to select targets for publishing job results. See File System Browser.
File Import Settings When you edit settings on a selected file in the Import Data page, the following settings are displayed. See File Import Settings.
Table Import Settings When you edit settings for a selected table in the Import Data page, the following settings are displayed. See Table Import Settings.

Macros Page

Item Description
Macro Details Page Through the Macro Details Page, you can review details about an individual macro. In the Macros page, click the name of the macro to review. See Macro Details Page.

Jobs

Item Description
Job Details Page You can use the Job Details page to explore details about successful or failed jobs, including outputs, dependency graph, and other metadata. Download results to your local desktop or, if enabled, explore a visual profile of the data in the results for further iteration on your recipe. See Job Details Page.
Publishing Dialog When a job has successfully completed, you can publish your job results to one of your connected datastores. In the Job Details page, click the Output Destinations tab. Then, click Publish. See Publishing Dialog.
Plan Runs Page In the Plan Runs page, you can track the status of all runs of your plans.  See Plan Runs Page.
Sample Jobs Page In the Sample Jobs page, you can track the status of all sample jobs to which you have access.  See Sample Jobs Page.

Transformer

Transformer Page

Item Description
Data Grid Panel The data grid in the Transformer Page displays how your current recipe applies to the data in your currently selected sample. See Data Grid Panel.
Recipe Navigator Through the Recipe Navigator, you can locate and open any recipe from the current flow in the Transformer page. To open the Recipe Navigator, select the drop-down next to the name of the current recipe in the Transformer page. See Recipe Navigator.
Transformer Toolbar At the top of the data grid and the column browser, the Transformer toolbar provides quick access to common transformations. See Transformer Toolbar.
Column Menus You can use the menus available in a column context menu to perform a variety of actions on the column or columns.  See Column Menus.
Column Browser Panel Through the Column Browser, you can use data quality bars and data type information to perform basic review of data across many columns. You can use these tools to select data of interest for display in the data grid or Column Details views or to prompt for suggestions of recipe steps. See Column Browser Panel.
Column Details Panel In the Column Details panel, you can review additional details about a column of your dataset. Select Column Details from any column menu or the Action menu in the column browser. See Column Details Panel.
Transform Preview When you create or edit a transform, the data grid displays a preview of results of the transform. Transform previews assist in specifying and validating the transformation steps before they are applied.  See Transform Preview.
Context Panel On the right side of the Transformer page, the context panel displays one of multiple panels, depending on the current state or selection of the data grid. See Context Panel.
Filter Panel As needed, you can filter the rows and columns displayed in the data grid. To review and apply filters, click the Filter icon in the Transformer toolbar.  See Filter Panel.
Visible Columns Panel In the status bar of the Transformer page, click the Eye icon to review the list of visible and hidden columns. See Visible Columns Panel.
Join Window In the Join window of the Trifacta® application, you can join your current dataset with another dataset or recipe based upon information that is common to both datasets. See Join Window.
Union Page In the Union page, you can append data from one or more datasets to an existing dataset. See Union Page.
Run Job Page In the Run Job page, you can specify transformation and profiling jobs for the currently loaded recipe. Available options include output formats and output destinations. See Run Job Page.
Sample Indicator At the top of the Transformer page, you can see the Sample Indicator showing the name of the currently displayed sample. If you have not taken a sample, this value is Initial data. Click this button to show more information about the sample. See Sample Indicator.

Data Grid Panel

Item Description
Column Histograms The bar chart at the top of each column in the Transformer page, called a histogram, characterizes the data in that column. Each column histogram displays the count of each detected value in the column (for string data) or the count of values within a numeric range (for number data). See Column Histograms.
Data Quality Bars Just below the column name in the data grid is a horizontal band, which identifies data quality issues among the sample values in the column. See Data Quality Bars.
Lookup Wizard Through the Transformer page, you can perform lookups from one set of values in your dataset into another set of values in another dataset using a simple wizard. To perform a lookup, select the caret next to a column title, and then select Lookup.... See Lookup Wizard.
Standardize Page Through the Standardize page, you can review similar column values and standardize them to values that you specify. See Standardize Page.

Column Menus

Item Description
Choose Datetime Format Dialog In the Datetime Format dialog, you can specify or locate the format that you'd like to use for validation of the values in the current column against the Datetime data type.  See Choose Datetime Format Dialog.
Transformation by Example Page In the Transform by Example page, you can build new columns of data by specifying values to map from the selected source column. For the column to transform, select Create column by examples from the column menu. See Transformation by Example Page.

Context Panel

Item Description
Recipe Panel  Through the Recipe panel, you can review and modify the steps of the recipe that you have already created and add new steps to your recipe at the current location. You can also flag a step that requires review without which jobs cannot be run. See Recipe Panel.
Transform Builder The Transform Builder enables you to search for transformations and to rapidly assemble complete transform steps through a simple menu-driven interface.  See Transform Builder.
Search Panel Through the search context panel, you can locate transformations to specify and add at the current location in your recipe. See Search Panel.
Edit History Panel Through the Edit History panel, you can review the sequence of edits to the current recipe by individual contributors. This panel assists in determining who made which changes and when they were made. See Edit History Panel.
Samples Panel For smaller datasets, the Transformer page displays the entire dataset. For larger ones, the source data is sampled for use in the Transformer page. Through the Samples panel, you can create new samples and select them for display in the Transformer page. See Samples Panel.
Data Quality Rules Panel Through the Data Quality Rules panel, you can quickly build rules to test the specifics of your dataset.
Feature Availability: This feature is available in the following editions:

  • Trifacta® Enterprise Edition
  • Trifacta Professional Edition
  • Trifacta Premium

See Data Quality Rules Panel.
Selection Details Panel In the Selection Details panel, you can review an active profile of your current selection or selections in the data grid or column browser and review patterns and suggestions for transformations. See Selection Details Panel.


Preferences

Preferences Page

Item Description
User Profile Page In your user profile, you can review your personal information and update your photo. Select User menu > Preferences. See User Profile Page.
Connections Page Through the Connections page, you can add new connections or modify the connections that you have already created. From the left nav bar, click the Connections icon. See Connections Page.
Email Notifications Page
Feature Availability: This feature is available in the following editions:

  • Trifacta® Enterprise Edition
  • Trifacta Professional Edition
  • Trifacta Premium

You can configure the notifications that are sent to your email address based on job success or failure. Notifications can be sent for jobs executed from flows where you are the owner or a collaborator.
See Email Notifications Page.
Access Tokens Page From the Access Token page, you can generate and manage access tokens that apply to your account. Access tokens can be used when accessing the REST APIs. See Access Tokens Page.
Account Settings Page In your Account Settings page, you can change your locale and modify other settings related to your account. See Account Settings Page.
Sessions Page The Sessions page enables you to view the number of devices signed into your account. You can use this information to make sure no one else has signed in to your account. You can review the devices that are authorized and revoke any unfamiliar devices. See Sessions Page.

User Profile Page

Item Description
Storage Config Page The Storage Config page allows you to configure storage locations for where you upload datasets and generate results. See Storage Config Page.

Connections Page

Item Description
Share Connection Dialog Through the Share Connection dialog, users of the selected connection with appropriate privileges can modify who has access to the connection. See Share Connection Dialog.

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