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. |
Recipe panel |
In the Recipe panel, the dotted horizontal line indicates the state of what is displayed in the data grid.
Tip: You can undo and redo changes to your recipe through the transformer toolbar. See Transformer Toolbar. |
Select Steps:
You can also select one or more steps to move or modify.
When you select one or more steps, the recipe toolbar is displayed. See below.
Keyboard Shortcuts:
| Shortcut | Description |
|---|---|
COMMAND/CTRL + click | Toggle selection of a step without changing status of other selected steps. |
SHIFT + click | Select the range of steps between the current one and the last selected one. |
When you select one or more steps in your recipe, the recipe toolbar is displayed above your steps.
Recipe toolbar |
Tools:
Edit: (Single step selected only) Edit the recipe step.
NOTE: When data grid updating is disabled, you may not be able to edit some recipe steps. For steps that you can edit, select Preview to see the effects of the step on the data. |
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.
Moving a recipe can cause steps to break. Some fixups may be required. |
The following options are available in the toolbar context menu.
NOTE: Some of these options may not be available depending on the selected step or whether you have selected multiple steps. |
Duplicate: Create a copy of the selected step and insert it after the selected one.
Tip: You can modify a duplicated step to create variations of your steps. |
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.
NOTE: Some steps, such as union or join operations, cannot be copied. |
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 or Replace Macro.
NOTE: Some types of steps cannot be included in macros. For more information, see Overview of Macros. |
Notes on pasting:
The following options are available from the Gear menu for any number of selected steps.
Display /natural language. Toggle between displaying recipe steps in native
or in more readable language (default).
See Edit History. Display history of recipe edits by user. See Edit History Panel.
Download Recipe as . You can download the recipe as text for offline review and storage.
NOTE: |
Download Sample data as CSV. Download the sample currently displayed in the Transformer page in CSV format.
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. |
NOTE: Some of these options may not be available depending on the selected step or whether you have selected multiple steps. |
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.
NOTE: If you 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. |
NOTE: In a dataset that is shared, multiple users cannot make changes to the recipe at the same time. |
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.
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: You can modify a duplicated step to create variations of your steps. |
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.
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.
The Flag for review option enables you to flag a step in the recipe for review. When you flag a step for review, a warning icon is displayed for the corresponding step, alerting flow users that the step must be reviewed and cleared of the flag before running the job.
NOTE: When a step is flagged for review, all downstream steps are disabled, and you cannot run the job until all flagged steps are reviewed. Steps must be reviewed in descending, top-to-bottom order. |
Actions:
For more information, see Flag for Review.
If you select multiple steps in your recipe, the following options are available:
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.
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.