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            Upgrade or Edit Formulas for Converted Recipes

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            Upgrade or Edit Formulas for Converted Recipes

            You see a different formula editor if your recipe was converted from Data Prep Classic to Data Prep and your formulas couldn’t automatically upgrade. You’re still able to edit and use these formulas, but to get the most formula options through EA-SQL and best experience, recreate the formula in the Data Prep recipe editor.

            Required Editions

            User Permissions Needed
            To create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes
            1. In a Data Prep recipe that was converted from Data Prep Classic to Data Prep, select a transformation with a formula.
              A formula that was not converted automatically looks like this. Continue to use these instructions to upgrade or edit your formula.
              The legacy Formula editor.
              If the editor instead looks like this one, your formula was converted successfully and you use the Data Prep recipe formula editor instructions instead.
              The Data Prep recipe editor.
            2. To upgrade your formula:
              1. Copy and save your original formula and select Switch To SQL Editor. The Data Prep recipe formula editor opens.
              2. Recreate your original formula using the correct syntax described in the Data Prep recipe formula editor instructions.
            3. To edit your formula without upgrading, make your edits following the same syntax used when the formula was originally written. Do not select to switch to the SQL editor.
            4. If needed, change the label of the calculated column.
            5. When you have completed the formula, click Apply to add the transformation to the Transform node.
              The new formula column appears in the recipe preview.
            6. To view the Graph area, click the Collapse button (Collapse button).
            7. Save the recipe.
            • Numeric Operators and Functions for Unconverted Formulas
              Use numeric functions to calculate values from measures in your recipe. For example, you can round, truncate, and determine the absolute value of a number. The arguments for numeric functions can be numbers or measure columns. If your recipe was upgraded to Data Prep, but your recipe doesn’t convert, this topic is for your unconverted recipe.
            • String Functions for Unconverted Formulas
              Use string functions to create values based on other strings. For example, you can change the casing of text strings, concatenate values from multiple columns, and replace values. The arguments for string functions must be text strings or dimension columns. If your recipe was upgraded to Data Prep, but your recipe doesn’t convert, this topic is for your unconverted recipe.
             
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