Astera Data Stack
Version 9
Version 9
  • Welcome to Astera Data Stack Documentation
  • Release Notes
    • Astera 9.0 - Release Notes
  • Setting Up
    • System Requirements
    • Product Architecture
    • Installing Client and Server Applications
    • Connecting to a Astera Server using Lean Client
    • How to Connect to a Different Astera Server from the Lean Client
    • How to Set up a Server Certificate (.pfx) File in a New Environment
    • How to Build a Cluster Database and Create a Repository
    • How to Login from Lean Client
    • Licensing Model in Astera 9
    • User Roles and Access Control
    • Offline Activation of Astera Data Stack
  • Dataflows
    • Sources
      • Data Providers and File Formats Supported in Astera Data Stack
      • Setting Up Sources
      • Excel Workbook Source
      • COBOL File Source
      • Database Table Source
      • Delimited File Source
      • File System Items Source
      • Fixed Length File Source
      • Email Source
      • Report Source
      • SQL Query Source
      • XML/JSON File Source
      • PDF Form Source
    • Transformations
      • Introducing Transformations
      • Aggregate Transformation
      • Constant Value Transformation
      • Denormalize Transformation
      • Distinct Transformation
      • Expression Transformation
      • Filter Transformation
      • Join Transformation
      • List Lookup Transformation
      • Merge Transformation
      • Normalize Transformation
      • Passthru Transformation
      • Reconcile Transformation
      • Route Transformation
      • Sequence Generator
      • Sort Transformation
      • Sources as Transformations
      • Subflow Transformation
      • Switch Transformation
      • Tree Join Transformation
      • Tree Transform
      • Union Transformation
      • Data Cleanse Transformation
      • File Lookup Transformation
      • SQL Statement Lookup
      • Database Lookup
    • Destinations
      • Setting Up Destinations
      • Database Table Destination
      • Delimited File Destination
      • Excel Workbook Destination
      • Fixed Length File Destination
      • SQL Statement Destination
      • XML File Destination
    • Data Logging and Profiling
      • Creating Data Profile
      • Creating Field Profile
      • Data Quality Mode
      • Using Data Quality Rules in Astera
      • Record Level Log
    • Database Write Strategies
      • Data Driven
      • Source Diff Processor
      • Database Diff Processor
      • Dimension Loader - Database Write
    • Text Processors
      • Delimited Parser
      • Delimited Serializer
      • Language Parser
      • Fixed Length Parser
      • Fixed Length Serializer
      • XML/JSON Parser
      • XML JSON Serializer
    • Visualizations
      • Basic Plots
      • Distribution Plots
  • Workflows
    • What are Workflows?
    • Creating Workflows in Astera
    • Decision Task
    • EDI Acknowledgment 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
  • DATA MODEL
    • Creating a Data Warehousing Project
    • Data Models
      • Introducing Data Models
      • Opening a New Data Model
      • Data Modeler - UI Walkthrough
      • Reverse Engineering an Existing Database
      • Creating a Data Model from Scratch
      • General Entity Properties
      • Creating and Editing Relationships
      • Forward Engineering
      • Verifying a Data Model
    • Dimensional Modelling
      • Introducing Dimensional Models
      • Converting a Data Model to a Dimensional Model
      • Fact Entities
      • Dimension Entities
      • Date and Time Dimension
      • Verifying a Dimensional Model
    • Documentation
      • Generating Technical and Business Documentation for Data Models
      • Lineage and Impact Analysis
    • Deployment and Usage
      • Deploying a Data Model
      • Validate Metadata and Data Integrity
      • Using Astera Data Models in ETL Pipelines
      • Connecting an Astera Data Model to a Third Party Visualization Tool
  • 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
      • TrimEnd
      • 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
      • Report Options
      • Report Browser
      • Data Regions in Report Models
      • Region Properties Panel
      • Pattern Properties
      • Field Properties Panel
    • Use Cases
      • Applying Pattern to Line
      • Auto Creating Data Regions and Fields
      • Auto Parsing
      • Connecting to Cloud Storage
      • Creating Multi Column Data Regions
      • Defining Region End Type as Specific Text and Regular Expression
      • Defining the Start Position of Data Fields
      • 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
      • Using Comma Separated Values to Define Start Position
    • Auto Generate Layout (Beta)
      • Setting Up AGL in Astera
      • UI Walkthrough Auto Generation of Layout, Fields and Table
      • Using Auto Generation Layout, Auto Create Fields, and Auto Create Table (Beta)
    • 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 Connection
        • Making API Calls with the REST Client Object in Astera
        • REST API Browser
        • Method Operations
        • Pagination
      • Authorize
        • Open APIs - Configuration Details
        • Authorizing Facebook APIs in Astera
        • Authorizing Astera's Server APIs
        • Authorizing Avaza APIs in Astera
        • Authorizing Square API in Astera
        • Authorizing ActiveCampaign API in Astera
        • Authorizing QuickBooks’ API in Astera
        • Accessing Astera's Server APIs Through a Third Party Tool
        • Astera's Server API Documentation
  • Project Management
    • Project Management
      • Deployment
      • Server Monitoring and Job Management
      • Connecting to Source Control
      • Astera Project and Project Explorer
    • Job Scheduling
      • Scheduling Jobs on the Server
      • Job Monitor
  • Use Cases
    • End-to-End Use Cases
      • Data Integration
        • Using Astera Data Stack 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
    • Setting Up IBM DB2/iSeries Connectivity in Astera
    • Connecting to SAP HANA Database
    • Connecting to MariaDB Database
    • Connecting to Salesforce Database
    • Connecting to Salesforce - Legacy Database
    • Connecting to Vertica Database
    • Connecting to Snowflake Database
    • Connecting to Amazon Redshift Database
    • Connecting to Amazon Aurora Database
    • Connecting to Google Cloud SQL in Astera
    • Connecting to MySQL Database
    • Connecting to PostgreSQL in Astera
    • Connecting to Netezza Database
    • Connecting to Oracle Database
    • Connecting to Microsoft Azure Databases
    • Connecting to Amazon RDS Databases
  • Miscellaneous
    • Using Dynamic Layout Template Mapping in Astera
    • Synonym Dictionary File
    • SmartMatch Feature
    • Role Based Access Control in Astera
    • Updating Your License in Astera
    • Using Output Variables in Astera
    • Connection Vault
    • Safe Mode
    • Using the Data Source Browser in Astera
    • Pushdown Mode
    • Cloud Deployment
      • Deploying Astera on Microsoft Azure Cloud
      • Deploying Astera on Oracle Cloud
      • Deploying Astera on Amazon Web Services
    • Context Information
  • Best Practices
    • Overview of Cardinality in Data Modeling
    • Cardinality Errors FAQs
    • Astera Best Practices - Dataflows
Powered by GitBook
On this page
  • Working with the Switch transformation (Basic Mode)
  • Working with the Switch transformation (Enhanced Mode)
  1. Dataflows
  2. Transformations

Switch Transformation

PreviousSubflow TransformationNextTree Join Transformation

Last updated 1 year ago

© Copyright 2025, Astera Software

The Switch Transformation object matches source data for the criteria specified by the user, and wherever the criteria are met, it replaces the information in the particular field with the desired output (also specified in the layout). This gives users more control over their data and helps them manage it in a better way.

There are two modes of Switch transformation:

  1. Basic Mode: matches specific values in the source data and replaces them with the desired output.

  2. Enhanced Mode: enables users to set lookup criteria by writing expressions and thus makes the feature more flexible.

Working with the Switch transformation (Basic Mode)

  1. Select your source by dragging the relevant object from the Sources section in the Toolbox onto the dataflow designer and configure the connection by putting in relevant details.

Note: In this example, we are working with an Excel Workbook Source that contains employee information for a fictitious organization, but you can select the source type from a wide range of options provided in Astera Data Stack.

  1. After setting up the connection and configuring the source file, drag the Switch transformation object from the Toolbox. If the Toolbox is hidden, go to View > Toolbox > Transformation > Switch.

  1. Map the required fields from the source to the Switch transformation object.

  1. Either double-click on the Switch Transformation object to open the Properties window or right-click on the object and go to Properties from the list.

  1. The first window is the Layout Builder window. Here you can manage the fields (add and/or remove the fields) to make your Switch field layout.

Note: The Switch transformation only allows one output field. If you check the output box next to multiple fields, Astera will show a verification error.

  1. After specifying the layout and selecting the relevant output field, click Next. This will take you to the Switch Map Properties window. At this stage, you can select the mode of the Switch transformation and assign the rules in the Case Value and Output Value sections.

Astera will look for the values specified in the Case Value column in the source file and replace them with the corresponding values in the Output Value column.

Note: Switch transformation only allows one default value and if you select multiple default values, Astera will give a verification error.

Example

In this example, the source table contains information about departments in numbers. We will use the Switch transformation object in basic mode, to switch the stored numeric information with the descriptive information.

Data Preview (Before Switch)

Data Preview (After Switch)

Working with the Switch transformation (Enhanced Mode)

Steps 1-5 are going to remain the same even when working with the Enhanced Mode in Astera.

  1. After you have created the layout in the Layout Builder window in the object’s properties, click Next go to the Switch Map Properties window and select Enhanced Mode.

Note: Switch transformation is not field-specific in the enhanced mode therefore, the option for selecting the Switch Field is disabled.

Example:

An organization stores information about employees’ salaries. They have set criteria for issuing credit cards, which are dependent on an individual’s salary. In this scenario, to see which individual is eligible for which perk, define the salary range in the Case Expression field and specify the corresponding output in the Output Expression section (See the screenshot above).

To store the information in a separate field, we created a new field (CreditCard) in the Layout Builder and selected it as the Output.

Data Preview (Before Switch)

Data Preview (After Switch)