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PlaidCloud

Export Templated

Description

Section titled “Description”

Renders project tables through an XML template to produce a structured document, instead of the raw column dump the other export steps write. Use it when the receiving system requires a specific XML shape rather than a table.

The project and workflow names are available to the template alongside the table data.

Unique Configuration Items

Section titled “Unique Configuration Items”

Source Template

Section titled “Source Template”

The XML template the output is rendered from.

Target Output

Section titled “Target Output”

The document account, folder, and file name for the rendered result. The output is written as XML.

Source Table

Section titled “Source Table”

Name the tables explicitly, or match them by path and a search rule — exact, starts with, ends with, contains, or glob.

Common Configuration Items

Section titled “Common Configuration Items”

Data Mapper Configuration

Table Data Mapper

The Data Mapper is used to map columns from the source data to the target data table.

Inspection and Populating the Mapper

Using the Inspect Source menu button provides additional ways to map columns from source to target:

  • Populate Both Mapping Tables: Propagates all values from the source data table into the target data table. This is done by default.
  • Populate Source Mapping Table Only: Maps all values in the source data table only. This is helpful when modifying an existing workflow when source column structure has changed.
  • Populate Target Mapping Table Only: Propagates all values into the target data table only.

If the source and target column options aren’t enough, other columns can be added into the target data table in several different ways:

  • Propagate All will insert all source columns into the target data table, whether they already existed or not.
  • Propagate Selected will insert selected source column(s) only.
  • Right click on target side and select Insert Row to insert a row immediately above the currently selected row.
  • Right click on target side and select Append Row to insert a row at the bottom (far right) of the target data table.

Deleting Columns

To delete columns from the target data table, select the desired column(s), then right click and select Delete.

Column Data Type

Every target column carries a Type. A column propagated from the source keeps the source column’s type; a row you add by hand starts as Text, and you set Type to say what it should actually be — a column you intend to sum or sort needs its numeric or date type, because text sorts and sums as text.

A step saved with a column that has no type at all still runs. The type is worked out when the step starts, from the source column that column reads. Where there is nothing to read it from, it is treated as text: an Extract SQL step’s columns come from the query you wrote rather than from a mapped source, and where several sources carry the same column name under types that disagree, text is used rather than guessing one of them — a wrong guess produces a conversion the warehouse can reject, and anything converts to text.

Setting Type yourself is still how you say what a column should be. Leaving it unset means accepting whatever the source column happens to be.

Changing Column Order

To rearrange columns in the target data table, select the desired column(s). You can use either:

  • Bulk Move Arrows: Select the desired move option from the arrows in the upper right
  • Context Menu: Right clikc and select Move to Top, Move Up, Move Down, or Move to Bottom.

Reduce Result to Distinct Records Only

To return only distinct options, select the Distinct menu option. This will toggle a set of checkboxes for each column in the source. Simply check any box next to the corresponding column to return only distinct results.

Depending on the situation, you may want to consider use of Summarization instead.

The distinct process retains the first unique record found and discards the rest. You may want to apply a sort on the data if it is important for consistency between runs.

Aggregation and Grouping

To aggregate results, select the Summarize menu option. This will toggle a set of select boxes for each column in the target data table. Choose an appropriate summarization method for each column.

  • Group By
  • Sum
  • Min
  • Max
  • First
  • Last
  • Count
  • Count (including nulls)
  • Mean
  • Standard Deviation
  • Sample Standard Deviation
  • Population Standard Deviation
  • Variance
  • Sample Variance
  • Population Variance
  • Advanced Non-Group_By

For advanced data mapper usage such as expressions, cleaning, and constants, please see the Advanced Data Mapper Usage

Table Data Filters

To allow for maximum flexibility, data filters are available on the source data and the target data. For larger data sets, it can be especially beneficial to filter out rows on the source so the remaining operations are performed on a smaller data set.

Select Subset Of Data

This filter type provides a way to filter the inbound source data based on the specified conditions.

Apply Secondary Filter To Result Data

This filter type provides a way to apply a filter to the post-transformed result data based on the specified conditions. The ability to apply a filter on the post-transformed result allows for exclusions based on results of complex calcuations, summarizaitons, or window functions.

Final Data Table Slicing (Limit)

The row slicing capability provides the ability to limit the rows in the result set based on a range and starting point.

Filter Syntax

The filter syntax utilizes Python SQLAlchemy which is the same syntax as other expressions.

View examples and expression functions in the Expressions area.

Section titled “Related”