Create a transformation

Pentaho Data Integration

Version
9.3.x
Audience
anonymous
Part Number
MK-95PDIA003-09
Follow these instructions to create your transformation:
  1. Perform one of the following actions:
    • Click File > New > Transformation.
    • Click the New file icon in the toolbar and select Transformation.
    • Hold down the CTRL N keys.
  2. Go to the Design tab. Expand the folders or use the Steps field to search for a specific step.
  3. Either drag or double-click a step to place it on the PDI client canvas.
  4. Double-click the step in the PDI client canvas to open its properties window. For help with filling out the window, click the Help button that is available with each step.
  5. To add another step, either drag or double-click the step in the Design tab to place it on the PDI client canvas.
    • If you drag the step to the canvas, you can add a hop by pressing the SHIFT key and drawing a hop from one step to the other.
    • If you double-click it, the step appears on the canvas with a hop already connected to your previous step.
After you have created a transformation, you must save the transformation before you can run it.