Accessing the Data Preparation Option

This page displays steps by step process to access the Data Preparation icon and begin with Data Preparation process.

The Data Preparation option can be accessed from the Data Center module. The user can access the Data Preparation option in either of the following ways under the Data Center module:

1. Accessing it from the Data Set List Page

2. Accessing it from the Data Sandbox List Page

Check out the given illustrations on accessing the Data Preparation option using the Data Center module.

Accessing the Data Preparation Workspace by using the Data Preparation icon from the Data Sets List page

Accessing the Data Preparation Workspace by using the Data Preparation icon from the Data Sandbox List page

Steps to Access Data Preparation Option

• Navigate to the Data Center homepage.

• Click the Data Sets or Data Sandbox option from the left side menu panel.

  

  Data Sets and Data Sandbox options on the Data Center landing page
• The Data Preparation icon appears under the Actions options on both the List pages.

Data Preparation icon on the Data Sets List page

• Navigate to the Data Sets List page.

• Select a Data Set from the displayed list.

• Click the Data Preparation icon for the selected Data set.

Accessing Data Preparation icon from the Data Sets List page

• The Data Preparation Workspace is displayed for the selected Dataset.

Please Note: The displayed Data Preparation Workspace will contain an auto-generated name, the user may change it while saving the Data Preparation.

Data Preparation icon on the Data Sandbox List page

Data Preparation icon from the Data Sandbox List

• If the selected Sandbox file is xlsx, it may ask the users to select a Sheet from the list of the available sheets.

• Click the Create Preparation option to create a Data Preparation based on the selected SAndbox file.

  
• The user gets redirected to the Data Preparation Workspace.

Sample image displaying the Data Preparation Workspace for a Sandbox file

• The below-given Preparation List dialog box appears, in case a Data Preparation exists based on the selected Data Set/ Data Sandbox.

  • Click the View/Edit option to open the existing Preparation.

  • Click the Create Preparation option to create a new Preparation. ``````````

    

    Preparation List for a Data Sandbox File

    

    Preparation List for a Data Set File

Please Note: The supported Data Connector types to access the Data Preparation functionality are MySQL, MSSQL, Oracle, PostgreSQL, MongoDB, Snowflake, and ClickHouse.

Consuming the Data Sets with Filter Conditions in Data Preparation

• Navigate to the Data Sets list.

• Select a Data Set that contains filter condition.

• Click the Data Preparation icon for it.

  
• The Filter Condition dialog box appears (if the selected Data Set contains filter).

• Provide the filter value.

• Click the Continue option.

  

  Filter dialog box to enter the filter value
• The Data Preparation Workspace opens displaying the filtered data.

Data Preparation Workspace displaying filtered data

Please Note:

• The Data Preparations that are created based on a Data Set contain a Data Set info icon on the header, but it gets disabled once the data preparation is saved.

• The Settings icon will also be disabled once the Data Preparation based on a Data Set is saved.