- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- App templates
- Additional resources
- Out-of-the-box Tags and Due dates
- Editing data transformations in a local environment
- Setting up a local test environment
- Designing an event log
- Extending the SAP Ariba extraction tool
- Performance characteristics
Transformations
The transformations of a process app consist of a dbt project. Below is a description of the contents of a dbt project folder.
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Folder/file |
Contains |
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the
pm_utils package and its macros.
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logs created when running dbt. |
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custom macros. |
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.sql files that define the transformations.
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.yml files that define tests on the data.
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.csv files with configuration settings.
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the settings of the dbtproject. |
See the illustration below.
The dbt_project.yml file contains settings of the dbt project which defines your transformations. The vars section contains variables that are used in the transformations.
Date/time format
Each app template contains variables that determine the format for parsing date/time data. These variables have to be adjusted if the input data has a different date/time format than expected.
.sql files in the models\ directory. The data transformations are organized in a standard set of sub directories:
1_input,2_entities,3_events,4_event_logs,5_business_logic.
.sql files are written in Jinja SQL, which allows you to insert Jinja statements inside plain SQL queries. When dbt runs all .sql files, each .sql file results in a new view or table in the database.
.sql files have the following structure:
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With statements: One or more with statements to include the required sub tables.
{{ ref(‘My_table) }}refers to table defined by another .sql file.{{ source(var("schema_sources"), 'My_table') }}refers to an input table.
- Main query: The query that defines the new table.
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Final query: Typically a query like
Select * from tableis used at the end. This makes it easy to make sub-selections while debugging.
For more tips on how to write transformations effectively, see Tips for writing SQL
models\schema\sources.yml. This way, other models can refer to it by using {{ source(var("schema_sources"), 'My_table') }}. See the illustration below for an example.
sources.yml.
For more information using on using source tables in queries, see Structure of transformations:1. Input. For more detailed information, see the official dbt documentation on Sources.
The data transformations must output the data model that is required by the corresponding app; each expected table and field must be present.
models\5_business_logic should not be deleted. Also, the output fields in the corresponding queries should not be removed.
If you want to add new fields to you process app, you can add these fields in the transformations.
dbt docs commands to generate a documentation site for your dbt project and open it in your default browser. The documentation site
also contains a Lineage Graph that provides an entity relationship diagram with an graphical representation of the linkage
between each data table in your project.
dbt docs.
Macros make it easy to reuse common SQL constructions. For detailed information, see the official dbt documentation on Jinja macros.
pm-utils package contains a set of macros that are typically used in Process Mining transformations. For more info about the pm_utils macros, see ProcessMining-pm-utils.
pm_utils.optional() macro.
csv files that are used to add data tables to your transformations. For detailed information, see the official dbt documentation on jinja seeds.
In Process Mining, this is typically used to make it easy to configure mappings in your transformations.
After editing seed files, these files are not automatically updated in the database immediately. To instruct dbt to load the new seed file contents into the database, run either
dbt seed- which will only update the seed file tables, or-
dbt build- which will also run all models and tests.Note: If the seed file had no data records initially, the data types in the database might not have been set correctly. To fix this, callrun dbt seed --full-refresh. This will also update the set of columns in the database.
models\schema\ folder contains a set of .yml files that define tests. These validate the structure and contents of the expected data. For detailed information, see the
official dbt documentation on tests.
sources.yml are run on each data ingestion. This is done to check if the input data is properly formatted.
Data transformations are used to transform input data into data suitable for Process Mining. The transformations in Process Mining are written as dbt projects.
This pages gives an introduction to dbt. For more detailed information, see the official dbt documentation.
pm_utils. This pm-utils package contains utility functions and macros for Process Mining dbt projects. For more info about the pm_utils , see ProcessMining-pm-utils.
pm-utils package by adding new functions.
pm-utils package is released, you are advised to update the version used in your transformations, to make sure that you make use of
the latest functions and macros of the pm-utils package.
pm-utils package in the Releases panel of the ProcessMining-pm-utils.
pm-utils version in your transformations.
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Download the source code (zip) from the release of
pm-utils. -
Extract the
zipfile and rename to folder to pm_utils. -
Export transformations from the inline Data transformations editor and extract the files.
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Replace the pm_utils folder from the exported transformations with the new pm_utils folder.
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Zip the contents of the transformations again and import them in the Data transformations editor.
