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.|
|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.|
|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.|
|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.|
|Job History Page||In the Job History page, you can track the status of all of your jobs and plan runs.|
|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.|
|Preferences Page||From the Preferences page, you can manage aspects of your user account and other settings. Select Help menu > Preferences.|
|Plans 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.|
|Schedules Page||In the Schedules page, administrators can be review the current set of schedules.|
Item Description Create Flow Page
You can use flows to organize your datasets and to track the jobs associated with them.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Add Schedule Dialog
To add a schedule to your flow, click the drop-down menu in the Flow View page, and select Schedule.
Manage Flow Notifications 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.
Manage Parameters Dialog
Within a flow, you can create and manage flow parameters, including specifying override values. From the flow menu, select Parameters.
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.
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.
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.
|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.|
Item Description Dataset Details Page
Use the Dataset Details page to review a dataset's usage and to perform management tasks on it.
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.
In the Macros page, you can review and manage the macros to which you have access.
Item Description Create Connection Window
Through the Create Connection window, you can create and edit connections between Trifacta® and remote storage.
The database browser enables you to interact with databases that are connected to Trifacta®.
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.
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.
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.
File Import Settings
When you edit settings on a selected file in the Import Data page, the following settings are displayed.
Table Import Settings
When you edit settings for a selected table in the Import Data page, the following settings are displayed.
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.
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.
At the top of the data grid and the column browser, the Transformer toolbar provides quick access to common transformations.
You can use the menus available in a column context menu to perform a variety of actions on the column or columns.
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.
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.
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.
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.
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.
Visible Columns Panel
In the status bar of the Transformer page, click the Eye icon to review the list of visible and hidden columns.
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.
In the Union page, you can append data from one or more datasets to an existing dataset.
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.
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.
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).
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.
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....
Through the Standardize page, you can review similar column values and standardize them to values that you specify.
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.
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.
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.
The Transform Builder enables you to search for transformations and to rapidly assemble complete transform steps through a simple menu-driven interface.
Through the search context panel, you can locate transformations to specify and add at the current location in your recipe.
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.
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.
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.
Item Description User Profile Page
In your user profile, you can review your personal information and update your photo. Select User menu > Preferences.
Email Notifications Page
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.
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.
Account Settings Page
In your Account Settings page, you can change your locale and modify other settings related to your account.
The Referrals page shows your rewards and their statistics for referring your friends and colleagues to use Trifacta®. For every successful sign-up you refer, you can choose a new reward.
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.
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.
AWS Account Page
In the AWS Account page, you can review and modify your credentials to access the S3 default storage layer. In the Connections page, click AWS Account.
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