Create a recipe in Data Manager to combine and clean source data into a dataset that dashboards can query. You build the pipeline on a visual canvas, preview as you go, then save and run.
- Open Data Prep
In Analytics Studio, go to Data Manager and choose Recipes, then click Create Recipe. The visual canvas opens with a prompt to add your first input.
- Add input data
Add one or more input nodes. Select a dataset, pull directly from a Salesforce object, or read from a configured external connection to bring source rows onto the canvas.
- Join, filter, and transform
Click the plus button to add nodes. Use a join to add related columns, a filter to drop unwanted rows, and a transform node to build calculated columns, convert types, or bucket values.
- Preview the result
Select a node to preview sample rows at that point in the pipeline. Confirm joins matched and formulas computed correctly before processing the full data volume.
- Add an output node
End the recipe with an output node that writes results to a dataset, a CSV file, Data Cloud, or an external location like Amazon S3. A recipe can have more than one output.
- Save, run, and schedule
Save the recipe, then run it on demand. Set a schedule so it refreshes on a cadence, and watch run status in the monitor area of Data Manager.
At least one source of data: an existing dataset, a Salesforce object, or an external connection that has been set up.
A target for the prepared data, such as a dataset name, so the recipe has somewhere to write its result.
A clear, descriptive label that tells teammates what the recipe prepares and which dataset it feeds.
- A recipe cannot save or run without an output node, so the pipeline must end somewhere.
- Joins can multiply rows when keys are not unique on the lookup side, which inflates measures downstream; check row counts in preview.
- Convert text that holds dates or numbers to real date and measure types, or charts and math will not work as expected.
- A dashboard reads the dataset, not the recipe, so the dataset only changes after the recipe runs again.