A hands-on exercise in data transformation
In this hands-on exercise, we want to create a new dataset to analyze the service cases that belong to accounts with open opportunities.
Perform the following steps to modify your existing MyFirstRecipe
recipe using various transformations; it is critical that these steps are executed carefully in order:
- Open the
MyFirstRecipe
recipe from Data Manager. - Create a second branch inside the dataflow directly after the input node.
- Add a Filter node to this new branch in order to include all opportunity stages, except for Closed Lost and Closed Won.
- To the right-hand side of the Filter node, add a Join node to augment the opportunity data with case information. Select only these Case fields: Account ID, Case Number, Status, Subject, and Case Type. Use a Left join node, match it by Account ID, and add the API name prefix of Case.
- To the right-hand side of the Join node, add an Aggregate node. You want to calculate the...