Copy Tables and Apply Transformation using Bold ETL before Visualisation in Bold BI
In this article, we have imported the tables from the SQL server, applied transformation using SQL scripts, and moved data into the destination DB 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 add 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 Output tab. Click the project name in the left side panel and switch to the Output tab.
Step 8: Go to Transformation tab and click Add Table. Enter the table name to move 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.
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 Preview and 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, transform tables and source tables move into destination DB and created data source with random table in Bold BI
Step 13: Click “Edit Data Source” in the context menu. Drag and Drop the table that will be used for dashboard.
Refer: Working with ETL
