Flatten Hierarchical Data

Use the flatten transformation to simplify nested, hierarchical data by converting it to a list. The list tracks where each node and the ones preceding it (referred to as its ancestors) appear within the hierarchy. To flatten data, specify the field that contains every node in the hierarchy and the field that contains their corresponding parent. After you run the transform, each record contains the list of ancestors.

1. In a transform node, click the Flatten button ().
2. For Record ID Column, select the column that contains all the nodes in the hierarchy.
3. For Parent ID Column, select the column that contains the parent of each node in the hierarchy.
   To include the record ID in the generated column that contains the hierarchy nodes, select Include Record ID Column Value.
4. For Hierarchy Column Label, enter a name for the generated column of hierarchy nodes.
5. Preview the transformation results.
   Preview shows only the record ID and its parent in the hierarchy column. You see all ancestors when you run the data transform.
6. Click Apply.
   To collapse the view and see the canvas, click the Collapse button ().
7. To generate the hierarchy column, run the data transform.