Astera Data Stack
Version 8
Version 8
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 8.0 - What's New, What's Fixed, and What's Improved
    • Astera 8.0 - Known Issues
    • Astera 8.1 - Release Notes
    • Astera 8.2 Release Notes
    • Astera 8.3 Release Notes
    • Astera 8.4 Release Notes
    • Astera 8.5 Release Notes
  • Getting Started
    • Astera 8 - Important Considerations
    • Astera 8 - System Requirements
    • Configuring the Server
    • Connecting to a Different Astera Server from the Lean Client
    • Connecting to an Astera Server using Lean Client
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Setting up a Server Certificate (.pfx) File in a New Environment
    • Installing Client and Server Applications
    • Licensing Model in Astera 8
    • Migrating from Astera 7.x to Astera 8
    • UI Walkthrough - Astera 8.0
    • User Roles and Access Control
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera
      • Setting Up Sources
      • COBOL File Source
      • Database Table Source
      • Data Model Query Source
      • Delimited File Source
      • Email Source
      • Excel Workbook Source
      • File Systems Item Source
      • Fixed Length File Source
      • PDF Form Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Data Cleanse Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Database Lookup Transformation
      • Expression Transformation
      • File Lookup Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator Transformation
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • SQL Statement Lookup Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML/JSON File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Record Level Log
      • Using Data Quality Rules in Astera
    • Database Write Strategies
      • Database Diff Processor
      • Data Driven Write Strategy
      • Dimension Loader - Database Write
      • Source Diff Processor
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Fixed Length Parser
      • Fixed Length Serializer
      • Language Parser
      • XML JSON Parser
      • XML JSON Serializer
    • Data Warehouse
      • Fact Table Loader
      • Dimension Table Loader
  • WORKFLOWS
    • What Are Workflows?
    • Using the Workflow Designer
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgement Task
    • File System Task
    • File Transfer Task
    • OR Task
    • Run Dataflow Task
    • Run Program Task
    • Run SQL File Task
    • Run SQL Script Task
    • Run Workflow Task
    • Send Mail Task
    • Workflows with a Dynamic Destination Path
    • Customizing Workflows with Parameters
    • GPG-Integrated File Decryption in Astera
  • Subflows
    • Using Subflows in Astera
  • Functions
    • Introducing Function Transformations
    • Custom Functions
    • Logical
      • Coalesce (Any value1, Any value2)
      • IsNotNull (AnyValue)
      • IsRealNumber (AnyValue)
      • IsValidSqlDate (Date)
      • IsDate (AnyValue)
      • If (Boolean)
      • If (DateTime)
      • If (Double)
      • Exists
      • If (Int64)
      • If (String)
      • IsDate (str, strformat)
      • IsInteger (AnyValue)
      • IsNullOrWhitespace (StringValue)
      • IsNullorEmpty (StringValue)
      • IsNull (AnyValue)
      • IsNumeric (AnyValue)
    • Conversion
      • GetDateComponents (DateWithOffset)
      • ParseDate (Formats, Str)
      • GetDateComponents (Date)
      • HexToInteger (Any Value)
      • ToInteger (Any value)
      • ToDecimal (Any value)
      • ToReal (Any value)
      • ToDate (String dateStr)
      • TryParseDate (String, UnknownDate)
      • ToString (Any value)
      • ToString (DateValue)
      • ToString (Any data, String format)
    • Math
      • Abs (Double)
      • Abs (Decimal)
      • Ceiling (Real)
      • Ceiling(Decimal)
      • Floor (Decimal)
      • Floor (Real)
      • Max (Decimal)
      • Max (Date)
      • Min (Decimal)
      • Min (Date)
      • Max (Real)
      • Max (Integer)
      • Min (Real)
      • Pow (BaseExponent)
      • Min (Integer)
      • RandomReal (Int)
      • Round (Real)
      • Round (Real Integer)
      • Round (Decimal Integer)
      • Round (Decimal)
    • Financial
      • DDB
      • FV
      • IPmt
      • IPmt (FV)
      • Pmt
      • Pmt (FV)
      • PPmt
      • PPmt (FV)
      • PV (FV)
      • Rate
      • Rate (FV)
      • SLN
      • SYD
    • String
      • Center (String)
      • Chr (IntAscii)
      • Asc (String)
      • AddCDATAEnvelope
      • Concatenate (String)
      • ContainsAnyChar (String)
      • Contains (String)
      • Compact (String)
      • Find (Int64)
      • EndsWith (String)
      • FindIntStart (Int32)
      • Extract (String)
      • GetFindCount (Int64)
      • FindLast (Int64)
      • GetDigits (String)
      • GetLineFeed
      • Insert (String)
      • IsAlpha
      • GetToken
      • IndexOf
      • IsBlank
      • IsLower
      • IsUpper
      • IsSubstringOf
      • Length (String)
      • LeftOf (String)
      • Left (String)
      • IsValidName
      • Mid (String)
      • PadLeft
      • Mid (String Chars)
      • LSplit (String)
      • PadRight
      • ReplaceAllSpecialCharsWithSpace
      • RemoveChars (String str, StringCharsToRemove)
      • ReplaceLast
      • RightAlign
      • Reverse
      • Right (String)
      • RSplit (String)
      • SplitStringMultipleRecords
      • SplitStringMultipleRecords (2 Separators)
      • SplitString (3 separators)
      • SplitString
      • SplitStringMultipleRecords (3 Separators)
      • Trim
      • SubString (NoOfChars)
      • StripHtml
      • Trim (Start)
      • TrimExtraMiddleSpace
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      • PascalCaseWithSpace (String str)
      • Trim (String str)
      • ToLower(String str)
      • ToProper(String str)
      • ToUpper (String str)
      • Substring (String str, Integer startAt)
      • StartsWith (String str, String value)
      • RemoveAt (String str, Integer startAt, Integer noofChars)
      • Proper (String str)
      • Repeat (String str, Integer count)
      • ReplaceAll (String str, String lookFor, String replaceWith)
      • ReplaceFirst (String str, String lookFor, String replaceWith)
      • RightOf (String str, String lookFor)
      • RemoveChars (String str, String charsToRemove)
      • SplitString (String str, String separator1, String separator2)
    • Date Time
      • AddMinutes (DateTime)
      • AddDays (DateTimeOffset)
      • AddDays (DateTime)
      • AddHours (DateTime)
      • AddSeconds (DateTime)
      • AddMonths (DateTime)
      • AddMonths (DateTimeOffset)
      • AddMinutes (DateTimeOffset)
      • AddSeconds (DateTimeOffset)
      • AddYears (DateTimeOffset)
      • AddYears (DateTime)
      • Age (DateTime)
      • Age (DateTimeOffset)
      • CharToSeconds (Str)
      • DateDifferenceDays (DateTimeOffset)
      • DateDifferenceDays (DateTime)
      • DateDifferenceHours (DateTimeOffset)
      • DateDifferenceHours (DateTime)
      • DateDifferenceMonths (DateTimeOffset)
      • DateDifferenceMonths (DateTime)
      • DatePart (DateTimeOffset)
      • DatePart (DateTime)
      • DateDifferenceYears (DateTimeOffset)
      • DateDifferenceYears (DateTime)
      • Month (DateTime)
      • Month (DateTimeOffset)
      • Now
      • Quarter (DateTime)
      • Quarter (DateTimeOffset)
      • Second (DateTime)
      • Second (DateTimeOffset)
      • SecondsToChar (String)
      • TimeToInteger (DateTime)
      • TimeToInteger (DateTimeOffset)
      • ToDate Date (DateTime)
      • ToDate DateTime (DateTime)
      • ToDateString (DateTime)
      • ToDateTimeOffset-Date (DateTimeOffset)
      • ToDate DateTime (DateTimeOffset)
      • ToDateString (DateTimeOffset)
      • Today
      • ToLocal (DateTime)
      • ToJulianDate (DateTime)
      • ToJulianDayNumber (DateTime)
      • ToTicks (Date dateTime)
      • ToTicks (DateTimeWithOffset dateTime)
      • ToUnixEpoc (Date dateTime)
      • ToUtc (Date dateTime)
      • UnixTimeStampToDateTime (Real unixTimeStamp)
      • UtcNow ()
      • Week (Date dateTime)
      • Week (DateTimeWithOffset dateTime)
      • Year (Date dateTime)
      • Year (DateTimeWithOffset dateTime)
      • DateToJulian (Date dateTime, Integer length)
      • DateTimeOffsetUtcNow ()
      • DateTimeOffsetNow ()
      • Day (DateTimeWithOffset dateTime)
      • Day (Date dateTime)
      • DayOfWeekStr (DateTimeWithOffset dateTime)
      • DayOfWeek (DateTimeWithOffset dateTime)
      • DayOfWeek (Date dateTime)
      • DateToJulian (DateTimeWithOffset dateTime, Integer length)
      • DayOfWeekStr (Date dateTime)
      • FromJulianDate (Real julianDate)
      • DayOfYear (Date dateTime)
      • DaysInMonth(Integer year, Integer month)
      • DayOfYear (DateTimeWithOffset dateTime)
      • FromUnixEpoc
      • FromJulianDayNumber (Integer julianDayNumber)
      • FromTicksUtc(Integer ticks)
      • FromTicksLocal(Integer ticks)
      • Hour (Date dateTime)
      • Hour (DateTimeWithOffset dateTime)
      • Minute (Date dateTime)
      • JulianToDate (String julianDate)
      • Minute (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (DateTimeWithOffset dateTime)
      • DateToIntegerYYYYMMDD (Date dateTime)
    • Files
      • AppendTextToFile (String filePath, String text)
      • CopyFile (String sourceFilePath, String destFilePath, Boolean overWrite)
      • CreateDateTime (String filePath)
      • DeleteFile (String filePath)
      • DirectoryExists (String filePath)
      • FileExists (String filePath)
      • FileLength (String filePath)
      • FileLineCount (String filePath)
      • GetDirectory (String filePath)
      • GetEDIFileMetaData (String filePath)
      • GetExcelWorksheets (String excelFilePath)
      • GetFileExtension (String filePath)
      • GetFileInfo (String filePath)
      • GetFileName (String filePath)
      • GetFileNameWithoutExtension (String filePath)
      • LastUpdateDateTime (String filePath)
      • MoveFile (String filePath, String newDirectory)
      • ReadFileBytes (String filePath)
      • ReadFileFirstLine (String filePath)
      • ReadFileText (String filePath)
      • ReadFileText (String filePath, String codePage)
      • WriteBytesToFile (String filePath, ByteArray bytes)
      • WriteTextToFile (String filePath, String text)
    • Date Time With Offset
      • ToDateTimeOffsetFromDateTime (dateTime String)
      • ToUtc (DateTimeWithOffset)
      • ToDateTimeOffsetFromDateTime
      • ToDateTimeOffset (String dateTimeOffsetStr)
      • ToDateTimeFromDateTimeOffset
    • GUID
      • NewGuid
    • Encoding
      • ToBytes
      • FromBytes
      • UrlEncode
      • UrlDecode
    • Regular Expressions
      • ReplaceRegEx
      • ReplaceRegEx (Integer StartAt)
    • TimeSpan
      • Minutes
      • Hours
      • Days
      • Milliseconds
    • Matching
      • Soundex
      • DoubleMetaphone
      • RefinedSoundex
  • Report Model
    • User Guide
      • Report Model Tutorial
    • Report Model Interface
      • Field Properties Panel
      • Region Properties Panel
      • Report Browser
      • Report Options
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto-Parsing
      • Creating Multi-Column Data Regions
      • Floating Patterns and Floating Fields
      • How To Work With PDF Scaling Factor in a Report Model
      • Line Count
      • Pattern Count
      • Pattern is a Regular Expression
    • Exporting Options
      • Exporting a Report Model
      • Exporting Report Model to a Dataflow
    • Miscellaneous
      • Importing Monarch Models
      • Microsoft Word and Rich Text Format Support
      • Working With Problematic PDF Files
  • API Flows
    • API Consumption
      • Consume
        • REST API Browser
        • Making HTTP Requests Through REST API Browser
        • Using REST Client Outside of the Scope of the Project
      • Authorize
        • Authorizing ActiveCampaign API in Astera
        • Authorizing Astera Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Facebook APIs in Astera
        • Authorizing QuickBooks API in Astera
        • Authorizing Square API in Astera
        • Open APIs - Configuration Details
  • Project Management
    • Project Management
      • Astera's Project Explorer
      • Connecting to Source Control
      • Deployment
      • Server Monitoring and Job Management
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera to Create and Orchestrate an ETL Process for Partner Onboarding
      • Data Warehousing
        • Building a Data Warehouse - A Step-By-Step Approach
      • Data Extraction
        • Reusing The Extraction Template for Similar Layout Files
  • Connectors
    • Connecting to Amazon Aurora Database
    • Connecting to Amazon RDS Databases
    • Connecting to Amazon Redshift Database
    • Connecting to Cloud Storage
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MariaDB Database
    • Connecting to Microsoft Azure Databases
    • Connecting to MySQL Database
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to SAP HANA Database
    • Connecting to Snowflake Database
    • Connecting to Vertica Database
    • Setting Up IBM DB2 iSeries Connectivity in Astera
  • Miscellaneous
    • Cloud Deployment
      • Deploying Astera on Amazon Web Services
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
    • Context Information
    • Pushdown Mode
    • Role Based Access Control in Astera
    • Safe Mode
    • Server Command Line Utility
    • SmartMatch Feature
    • Synonym Dictionary File
    • Updating Your License in Astera
    • Using Dynamic Layout/Template Mapping in Astera
    • Using Output Variables in Astera
    • Using the Data Source Browser in Astera
  • Best Practices
    • Astera Best Practices - Dataflows
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
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On this page
  • Use Case
  • Using Tree Transform Transformation
  • Configuring the Tree Transform Object
  1. Dataflows
  2. Transformations

Tree Transform

PreviousTree Join TransformationNextUnion Transformation

Last updated 9 months ago

The Tree Transform object in Astera Data Stack enables users to transform data in a hierarchical structure. Users can create new fields in the parent node based on the data in the collection/child node. Tree Transform supports rule-based routing, filtering, merging, and sorting of data while maintaining its hierarchy.

Use Case

The source file contains customers’ information in the parent node and their orders and shipping details in the collection/child node.

You can preview this data by right-clicking on the source object’s Header > Preview Output.

A Data Preview window will open, displaying a preview of the hierarchical source data.

Now, we want to create a new field in the parent node that contains the count of orders that arrived late for each customer and route these records to a destination file, all while maintaining the hierarchical format of the dataset.

This new field in the parent node will depend on two fields: RequiredDate and ShippedDate, that are already present in the collection/child node.

In other words, we are trying to transform hierarchical data without flattening its structure.

Using Tree Transform Transformation

  1. To get a Tree Transform object from the Toolbox, go to Toolbox > Transformations > Tree Transform and drag and drop the Tree Transform object onto the designer.

The transformation object is empty right now. This is because we have not mapped any fields to it yet.

  1. Auto-map source fields onto the transformation by dragging and dropping the root node of the source object CustomerOrders onto the root node of the transformation object – TreeXform.

Now that the mapping is done, let’s configure the TreeXfrom object.

Configuring the Tree Transform Object

  1. Right-click on the object’s header and select Properties from the context menu. A configuration window for Tree Transform will open. The first window is the Layout Builder window. This is where we can create or delete fields, change their name or data types, mark any field as a variable, or attach expressions to fields.

  1. Create a new field under the parent node. Let’s name it LateOrders.

  1. Click Next, and you will be directed to a Layout Modifications window.

  1. Select the LateOrders field. Here you can modify any field by applying expressions to it.

  1. Write the expression that counts the number of late-arriving orders.

Click “…” next to the expression box to open the Expression Builder where you can make use of the extensive library of built-in functions and expressions in Astera.

This creates the field values for LateOrders based on the field values of the RequiredDate and ShippedDate fields.

  1. Click on the Orders node and a panel (Options for Collection) will appear. These options are only available for collection nodes.

Options for Collection:

  • Show – Shows collection node in the Tree Transform object.

  • Flatten With Item Count – Flattens data based on the record count in the collection node against each item in the parent node.

  • Flatten Based on Rules – Flattens a part of hierarchical data based on predefined rules.

  • Route Based on Rules – Routes and creates subsets of data based on predefined rules.

  • Merge With Item Count – Merges data based on the record count in the collection node against each item in the parent node.

  • Hide – Hides collection node from the Tree Transform object.

  • Calculation Formula – An expression box used for writing rules to route or flatten hierarchical data.

  • Sort Based On Keys – Sorts hierarchical data based on the field in the collection node. Only available for Show and Flatten With Item Count options.

This is where we will specify the rule for routing late-arriving orders. Select Route Based on Rules. A new section for adding rules will appear in the window.

  1. Click OK. Now observe that a new collection node Orders_LateArrivals has been added to the Tree Transform object.

To preview data, right-click on the header of the transformation object and select Preview Output from the context menu.

A Data Preview window will open. On expanding the records, you will get corresponding order details and appended details of late-arriving orders.

To store the output for late arriving orders, you can write it to a destination file or use that data further in the dataflow.

This concludes using the Tree Transform transformation object in Astera Data Stack.

In this case, we are using the to extract our source data.

Add a new rule by clicking on the Add switch condition icon . Now, write an expression to route late arriving orders and name this rule “LateArrivals”.

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