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 Page||From the Home page, you can create or access your flows, datasets, and jobs, as well as configure settings and find additional resources. See Home Page.|
|Flows Page||The Flows page displays the flows to which you have access and lets you create, review, and manage them. A flow is an object for bringing together and organizing the datasets, recipes, and other objects that you use to generate your results. 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.|
The Plans page lets you create, review, and manage your plans. A 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.
Feature Availability: This feature is available in the following editions:
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.
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.
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
A 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
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.
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.
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.
|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.|
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.
In the Macros page, you can review and manage the macros to which you have access.
See Macros Page.
Create Connection Window
Through the Create Connection window, you can create and edit connections between
Trifacta® SaaS and remote storage.
See Create Connection Window.
The database browser enables you to interact with databases that are connected to
See Database Browser.
Trifacta® SaaS, 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.
Use the Redshift browser to read sources stored as Redshift database tables and views, identify new or existing tables to which to write results, or you can select or create tables to which to publish job results.
See Redshift Browser.
Use the Snowflake browser to read sources stored as Snowflake database tables, or you can select or create tables to which to publish job results.
See Snowflake Browser.
Use the Salesforce browser to read sources stored as Salesforce database tables. Publishing to Salesforce is not supported.
See Salesforce Browser.
Trifacta® SaaS, 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.
Use the SharePoint browser to read sources stored as SharePoint Lists, or you can select or create Lists to which to publish job results.
See SharePoint Browser.
File System Browser
Trifacta® SaaS, 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.
|Job Details Page||You can use the Job Details page to explore details about successful or failed jobs, including outputs, dependencies, 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.|
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.
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.
At the top of the data grid and the column browser, the Transformer toolbar provides quick access to common transformations.
See Transformer Toolbar.
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.
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.
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.
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.
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.
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.
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.
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.
Through the Standardize page, you can review similar column values and standardize them to values that you specify.
See Standardize Page.
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.
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.
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.
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.
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.
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.
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.
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
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.
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