provides multiple tools for bringing data from other sources into your dataset.


A union operation concatenates multiple datasets together. An example is below.

Tip: The following example unions two datasets based on the position of the columns. Unions may also be performed based on the column names.

Dataset 1:


Dataset 2:


When a union is performed based on the position of the columns in each dataset, all of the rows of Dataset 1 are included, followed by all of the rows of Dataset 2. You can choose which columns to include from each of the source datasets.


In the above, note that the name of the third column in each dataset is different (CName3 and CName4).

C4.1C5.1 C6.1
C4.2C5.2 C6.2
C4.3C5.3 C6.3

When to use:

Tip: You should perform union operations as early as possible in your recipes.

To union your dataset to another, enter Union datasets the Transformation textbox in the recipe panel. See Recipe Panel.

See Union Page.


A join operation brings together two datasets based on a column that appears in both datasets and contains the same unique values used to identify records. Based on the values in this column, called the primary key, records in the second dataset are joined to records in the first dataset. As part of the join definition, you may select the fields from both datasets to include, filtering out any duplicated or unnecessary fields in the combined dataset.

The way in which the two datasets are joined is defined by the type of join:

When to use:

Tip: Generally, you should perform join operations as late as possible in your recipes.

To join your dataset with another, enter join datasets in the Search panel. See Join Window.


A lookup operation is used to pull in reference fields from another dataset based on the values contained in a selected column of the first dataset. These second datasets are typically static or changing infrequently.

NOTE: A lookup is similar to a left join. However, with a lookup, all fields from the reference dataset are brought into the generated dataset and all fields from the original dataset are included automatically. When you create a join, you may specify the fields to include in the output dataset.

For example, you might create a dataset like the following:


If you have a dataset containing the two-letter abbreviations, you can perform a lookup into the above dataset to retrieve the corresponding full names, which are inserted as an adjacent column called State-full in the original dataset.

NOTE: If a value in the column from the first dataset does not appear in the second dataset, there is no corresponding value in the generated State-full column.

When to use:

To perform a lookup from a column in your dataset, open the column drop-down and select Lookup.... See Lookup Wizard.


A single-dataset operation, an aggregation is used to perform summary calculations on columns in your dataset, optionally grouping your data by the values in one or more columns.

For example, your dataset contains point-of-sale transactions from all of the stores in your organization. You can use an aggregation to summarize total sales by performing a sum operation on your Total_Sale column. If you group this calculation by month and by StoreId, you can acquire monthly sales per month per store.

When to use:

For more information on in-column aggregations, see Create Aggregations.

For more information on building aggregated pivot tables, see Pivot Data.