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- To add a new step at the cursor location, click New Step. See Search Panel.
- This cursor can be moved. Select the step where you'd like to move to display in the data grid. Your selection can be a step or between two steps. Then, from the context menu in the Recipe panel, select Go to selected. Details are below.
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- To select a step, click the step or its checkbox to its the left.
- Select other step checkboxes to add to your selection.
- You can toggle selecting all steps at the top of your recipe.
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- Select/Deselect checkbox: Select or deselect all steps in your recipe.
- Edit: (Single step selected only) Edit the recipe step.
- Disable/Enable: Disable the selected step or steps.
Delete: Delete the selected step or steps.
Move: Move the selected steps to the start or end of the recipe or up or down one step in the recipe.
Warning Moving a recipe can cause steps to break. Some fixups may be required.
- Recipe toolbar context menu: See below.
- Recipe options: See below.
Toolbar context menu
Depending on the number of steps that have been selected via checkbox, the The following options are available in the toolbar context menu.Single selected step:
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NOTE: Some of these options may not be available depending on the selected step or whether you have selected multiple steps. |
- Go to selected:
- Selected: Move the recipe cursor to the selected step. The data grid is updated to display the dataset up to the selected step in the recipe.
- Start/End: Go to the first or last step of the recipe.
- Insert new after step after: Insert a new step after the selected one. See Search Panel.
Duplicate: Create a copy of the selected step and insert it after the selected one.
Tip Tip: You can modify a duplicated step to create variations of your steps.
Info NOTE: Some steps, such as union or join operations, cannot be duplicated.
Cut: Cut the selected step to the clipboard.
Copy: Copy the selected step to the clipboard.
Info NOTE: Some steps, such as union or join operations, cannot be copied.
- Paste after step: Paste the step in the clipboard after the selected step. See Notes below.
Multiple or no selected steps:
- Go to: You can move the recipe cursory to the start or the end of the recipe when zero or multiple steps are selected.
- Paste after: You can paste multiple selected steps after the step indicated by the recipe cursor. See Notes below
Create macro: You can create an independent object called a macro out of a selection of steps, which can be applied in other recipes. See Create a Macro.
Info NOTE: Some types of steps cannot be included in macros. For more information, see Overview of Macros.
Notes on pasting:
- If you are accessing the application over secure HTTPS, you may be prompted to authorize permission to paste. Some browsers store copied data in the global clipboard for the computer, which causes this security warning to be displayed.
- If you are accessing the application over less-secure HTTP, paste operations are stored back into the pasting in
. Any subsequent changes to the source transformation steps are not carried over into the pasted stepsd-s-webapp
text that was modified outside of the application is not supported.lang
Recipe Options
The following options are available from the Gear menu for any number of selected steps.
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Download Sample data as CSV. Download the sample currently displayed in the Transformer page in CSV format.
Tip Tip: The downloaded CSV reflects the sample modified up to the currently selected recipe step, so you can use this to acquire and review data transformation in progress. For more information, see Take a Snapshot.
Step Options
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NOTE: Some of these options may not be available depending on the selected step or whether you have selected multiple steps. |
Single-step options
When you mouse over a step, you can choose to edit or remove the step or perform other operations from the context menu on the right side of the step. You can also right-click the step to open the menu.
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NOTE: If you select go to a step before the latest one in your recipe, the data grid is updated to reflect the state of the sample at that time. All subsequent steps are grayed out in the Recipe panel. When you run a job, all steps in the entire recipe are executed. |
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- Go to selected: Move the recipe cursor to the selected step.
- Edit: Edit the step.
- Disable/Enable: Disable or enable the selected step.
Delete: Delete the selected step.
Move: Move the step to the start or to the end of your recipe. Or, you can move it up or down one step at a time in the recipe.
Warning Moving or deleting a recipe or disabling/enabling steps a recipe can cause steps to break. Some fixups may be required.
Insert new step after: Insert a new step after the selected step. See Search Panel.
Duplicate: Create a copy of the selected step and insert it after the selected one.
Tip Tip: You can modify a duplicated step to create variations of your steps.
Info NOTE: Some steps, such as union or join operations, cannot be duplicated.
Cut: Cut the selected step to the clipboard.
Copy: Copy the selected step to the clipboard.
Info NOTE: Some steps, such as union or join operations, cannot be cut or copied.
Paste after: Paste the step in the clipboard after the selected step.
- Create macro: See previous.
Multi-step options
If you select multiple steps in your recipe, the following options are available:
- Disable/Enable: Disable or enable the selected steps.
Delete: Delete the selected steps.
Move: Move the steps to the start or to the end of your recipe. Or, you can move it up or down one step at a time in the recipe.
Warning Moving a recipe can cause steps to break. Some fixups may be required.
Duplicate: Create copies of the selected steps and insert them after the selected one.
- Cut: Cut the selected steps to the clipboard.
- Copy: Copy the selected steps to the clipboard.
- Paste after: Paste the steps in the clipboard after the selected step.
- Create macro: See previous.