Create a new transformation

Follow these steps to create a new transformation.

If you want to insert a variable into a field that accepts variables, you can put your cursor in the fields and press CTRL+Spacebar to see a list of variables to insert. Fields that accept variables have a blue diamond.

1. Select File > New > Transformation in the upper-left corner of the PDI window.

   
2. Under the Design tab, expand the Input node, then select and drag a Text File Input step onto the canvas.

3. Double-click the Text File input step. In the Text file input window, you can set the properties of the step.

   

   Text File Input File tab
4. In the Step Name field, type Read Sales Data.

   The Text file input step is now renamed to Read Sales Data.

5. Click Browse to locate the sales_data.csv source file in the ...\design-tools\data-integration\samples\transformations\files folder. The Browse button appears in the upper-right side of the window near the File or Directory field.

6. Change File type to *.csv. Select sales_data.csv, then click OK​.

   The path to the source file appears in the File or directory field.

7. Click Add.

   The path to the file appears under Selected Files.