Copy Tables and Apply Transformation using Bold ETL before Visualization in Bold Reports
In this article, we imported tables from the SQL server, applied transformations using SQL scripts, and moved the data into the destination database using Bold ETL. Follow the step-by-step process below.
Step 1: Click on the Bold ETL icon to open the Bold ETL site in a new tab.
Step 2: Click Add Project in the left-side panel. Enter the project name and click the tick icon.
Step 3: Click on Project name. It will open yaml editor to configure the source and destination connector configuration.
Step 4: Click MSSQL in the left-side panel and add the template in the right-side panel to insert the sample configuration in the YAML editor. Replace your DB credentials and tables as shown below.
Step 5: Click Save and choose the destination. Then click the Yes button.
Step 6: Go to Schedules and select Run Now option in the context menu of the data source grid.
Step 7: Logs will be available in the Logs tab. Click the project name in the left side panel and switch to the Logs tab.
Step 8: Go to the Transformation tab and click Add Table. Enter the table name to be moved into the destination database.
Step 9: Tables will be moved into destination schema named as Project Name . Eg if project name was test , it will be moved to test schema.
Refer to Transformation-Preview
Step 10: Enter the SQL scripts to apply transformation on existing tables and create the SQL scripts into new table in destination database.
Step 11: Click Save. Then go to the Schedules page and select Schedule option in the context menu of the data source grid. Configure the schedule and click “Run”.
Step 12: As per the schedule, the transform tables and source tables are moved into the destination DB, and a data source with a random table is created in Bold Reports.
Step14: Go to the Dataset page and create a dataset with the existing data source created in the previous step.
- Drag and drop the table that will be used for the report.
Refer: Working with ETL
