Recipes in the Canvas
Icon context menu
The following menu options are available when you select the plus icon next to the recipe:
Add new recipe: Add a new recipe extending from the current recipe. This new recipe operates on the outputs of the original recipe.
Tip: You should rename your recipe as soon as you create it.
- Create Output to run: Create an output for the recipe.
- A recipe can have only one output.
- See Create Outputs.
- Create Reference Dataset: Create a reference dataset of the recipe.
- A recipe can have only one reference dataset.
- For more information, see View for Reference Datasets.
- Append Join: Add a join step as the new last step to the recipe. See Join Window.
- Append Union: Add a union step as the new last step to the recipe. See Union Page.
Recipes flagged for review
You can flag a step or steps in a recipe that requires additional review. Whenever you flag steps or a reference dataset for review, the flow view page is highlighted with a warning icon on each recipe
NOTE: A recipe that has steps flagged for review cannot be executed. Additional limitations are placed on editing the recipe when some steps are flagged. For more information, see Flag for Review.
NOTE: The Flow View page header summarizes the total number of flagged steps and recipes that are pending for review.
When you select a recipe:
- You can create an output object.
- You can create a reference object.
- The following options are available in the context panel.
NOTE: If you flag a step for review, the corresponding step is highlighted with a warning icon and displayed in the Details panel. The warning icon in the Details panel
The following options are available in the details context menu when you select a recipe.
Edit recipe: Open the recipe and begin editing. See Transformer Page.
Edit recipe without datagrid: When this feature is enabled, you can load the recipe in the Transformer page without loading a sample, which enables rapid updating of your recipes for simple, known changes.
NOTE: This feature may need to be enabled in your environment. For more information, see Workspace Settings Page.
Branch recipe: Create a new recipe that branches from the selected recipe. The new recipe consumes the results of the original recipe.
Tip: You can use branched recipes to create sequences of recipes for more modular recipe development.
- Add recipe: See previous. Add recipe applies if you have not created an output for the selected recipe.
- Edit name and description: (Available to flow owner only) Change the name and description for the object.
- Append Join: Add a join step as the new last step to the recipe.
- Append Union: Add a union step as the new last step to the recipe.
- Assign Target to Recipe: As needed, you can create a target and assign it to this recipe. For more information, see Create Target.
Remove Target: Remove the currently assigned target from this recipe.
NOTE: You can toggle between Assign Target to Recipe and Remove Target to assign a target and to remove the target from the recipe.
Change input: Change the input dataset associated with the recipe.
NOTE: This action substitutes only the primary input from a recipe, which does not include any datasets that are integrated from joins, unions, lookups, or other multi-dataset options.
Tip: You can swap in dynamic datasets for static datasets, if needed.
Make a copy: Create a copy of the recipe and its related objects. You can create the copy with the same inputs or without inputs at all. The copied recipe is owned by the user who copied it.
NOTE: The copied recipe is independent of the source recipe. Optionally, you can duplicate the datasets from the original recipe in the copy.
- Move: Move the recipe to a different flow, or create a new flow to contain it.
- Download Recipe: Download the recipe in Wrangle format to your local desktop.
Delete: Delete the recipe.
Tip: When a recipe is deleted, all samples associated with the recipe are also removed, which may significantly reduce the total volume of storage you are using.
This step cannot be undone.
Tip: You can also right-click the recipe to view all the menu options.
Preview the first steps in the recipe.
- Steps: Total count of the steps in the recipe.
Preview the data as reflected by the recipe.
NOTE: To render this data preview, some of the data must be loaded, and all steps in the recipe must be executed to generate the preview. Some delays may be expected.
- Size: Total count of columns and data types in the dataset.
When a target has been assigned for this recipe, you can review its schema information in the Target tab. This tab appears only after a target has been assigned to the recipe.
To remove the current target, select Remove Target from the context menu.
- Position: Left-to-right position of the column in the target.
- Name: Name of the column in the target.
- Type: Alteryx data type of the column in the target.
For more information, see Overview of Target Schema Mapping.
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