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Create a new pipeline

Pipelines are fundamental entities that allows users to create data flows in DataPrep, with multiple data stages and using various flow level transforms. You can create a new pipeline from scratch from the below places.
  • Home page
  • Pipelines tab
  • Workspaces tab 

 

 To create a pipeline from the Home page  

1. You can create a new pipeline from the Home page or from the Pipelines tab. Click on the Create New button. A pipeline gets created in a new workspace. The Pipeline builder will open into view.

2. Click on the Add data option to bring your data from the required data source. Learn more on 50+ data sources.

After data is imported, you will be redirected to the pipeline builder where you can see your data source, your dataset and a stage linked to it.

Stages are nodes created for processing data while applying data flow transforms. Every dataset imported from your data source will have a stage created by default. 

3. You can right-click the stage and apply the data flow transforms. 

4. You can also choose to Prepare Data to open the DataPrep Studio page and explore more data transforms. Click here to know the various elements in a pipeline builder.

5. Once you are done creating your data flow and apply necessary transforms in your stages, you can right-click a stage and add a destination to complete your data flow.

6. Data destination is a place where you want to export your data to. It can be a cloud database, business applications like Zoho CRM, Zoho Analytics, etc. You can choose your preferred destination out of 50+ data destinations in DataPrep to export your prepared data to.  



7. Now that you have added a destination, you may want to try executing your pipeline using a manual run at first. Once you make sure manual run works, you can then set up schedule to automate the pipeline. Learn about the different types of runs here. 

8. Each run is saved as a job. When a pipeline run is executed, the data will be fetched from your data sources, prepared using the series of transforms you have applied in each of the stages, and then data will be exported to your destination. This complete process is captured in the job history.

9. Go to the ellipses icon, and click on the Job history menu to check your job status. All runs captured as jobs will be saved under the Jobs page. 

InfoInfo: You can also view the overall jobs status of all the pipelines under the Jobs tab.

To create a pipeline from the Pipelines tab

1. In the Pipelines tab, click the Create New button.  A pipeline gets created in a new workspace and the Pipeline builder opens.

2. Click on the Add data option to bring your data from the required data source. Learn more on 50+ data sources.

After data is imported, you will be redirected to the pipeline builder where you can see your data source, and a stage linked to it.

Click here to know the other steps to build and execute the pipeline.


 To create a pipeline from the Workspaces tab 

1. In the Workspaces page, click the + Import data button and import data from your favorite data source Learn more on 50+ data sources. Once you import data, a pipeline gets created in a new workspace and the Pipeline builder will open into view.
Note: You can also create a new pipeline within an existing workspace using the Create new pipeline option inside a workspace.

Click here to know the other steps to build and execute the pipeline.  


SEE ALSO

How to create a pipeline from predefined templates?


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Updated: 3 months ago
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