edgemart Transformation

Note To pull data from an existing dataset in a Data Prep recipe, see Create a Recipe with Data Prep. To do it in a Data Prep Classic recipe, see Create a Recipe with Data Prep Classic.

Example

Let’s look at an example. You would like to compare the final sales amount against the opportunity amount to determine if heavy discounts were offered to close deals. You previously created and registered the FinalSales dataset. The FinalSales dataset contains the final sale amount of each opportunity that was closed and won.

FinalSales Dataset

OppID	UpdateDate	StageName	SaleAmount
1	1/1/2014	ClosedWon	100,000
2	11/1/2013	ClosedWon	150,000
3	2/1/2014	ClosedWon	200,000

You would now like to create a dataset that contains opportunity information from the Opportunity object. Then, you would like to join the data from the existing FinalSales dataset with the Opportunity dataset.

You create the following dataflow definition.

{
    "Extract_Opportunities": {
        "action": "sfdcDigest",
        "parameters": {
            "object": "Opportunity",
            "fields": [
                { "name": "Id" },
                { "name": "Name" },
                { "name": "Amount" }
            ]
        }
    },
    "Extract_Final_Sales_Data": {
        "action": "edgemart",
        "parameters": { "alias": "FinalSales" }
    },
    "Combine_Opportunities_FinalSales": {
        "action": "augment",
        "parameters": {
            "left": "Extract_Opportunities",
            "left_key": [ "Id" ],
            "relationship": "Opportunity",
            "right": "Extract_Final_Sales_Data",
            "right_key": [ "OppID" ],
            "right_select": [ "SaleAmount" ]
        }
    },
    "Register_Opportunity_FinalSales_Dataset": {
        "action": "sfdcRegister",
        "parameters": {
            "alias": "OpportunityVersusFinalSales",
            "name": "OpporunityVersusFinalSales",
            "source": "Combine_Opportunities_FinalSales"
        }
    }
}