# Use the PDI client perspectives

Pentaho Data Integration (PDI) empowers you with tools that include ETL and scheduling in one unified environment — the PDI client interface. This integrated environment enables you to work in close cooperation with business users to build business intelligence solutions more quickly and efficiently.

When you are working in the PDI client, you can change perspectives to easily switch back and forth from:

* Designing ETL jobs and transformations, and
* Scheduling jobs and transformations.

As users provide you with feedback about how the data is presented to them, you can also quickly make iterative changes to your data directly using our data inspection tools in the PDI client.

From within the PDI client, you can change perspectives using the **Perspective** button in the toolbar.

![Perspective selection](https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-4b02e36d9bf14bf1f893a2d3cad1d4d896047722%2FUpdated_Perspectives_Screen.png?alt=media)

Perspectives in PDI help you focus how you work with different tasks.

## Data Integration perspective

The **Data Integration** perspective allows you to create transformations and jobs. See [Data Integration perspective in the PDI client](https://github.com/pentaho/documentation/blob/main/PDIA/9.3/PDI/Data%20Integration%20Perspective/Data%20Integration%20perspective%20in%20the%20PDI%20client=GUID-1F8B3751-00CF-4298-B544-E6B1970098FA=3=en=.md) for more details. You can also [Inspect your data](https://docs.pentaho.com/pdia-data-integration/9.3-data-integration/data-integration-perspective-in-the-pdi-client/work-with-transformations-cp/run-your-transformation/inspect-your-data) to make iterative updates as you work.

![Data Integration perspective](https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-4cfa1018038682385e44ee0fb889b2b5478176f0%2FPDI_DataIntegrationPerscpective_810.png?alt=media)

In the table below, use the numbered items in the illustration above to reference the toolbars, buttons, and areas on the PDI client.

| Item | Feature            | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           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| ---- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1    | Toolbar            | <p>Use this toolbar to access commonly performed actions: - <strong>New file</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-48f4e76df70277734bb70c0c1850e436c9aeaf2e%2Fnew.png?alt=media" alt="New file"> ) to create a new job, transformation, database connection, or slave server.</p><ul><li><strong>Open file</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-cf6f1dff77b61014c414e4358784c9a467d1e47d%2Fopen.png?alt=media" alt="Open file"> ) to open a transformation or job from a file.</li><li><strong>Explore Repository</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-3792b492e0a01dafb452e1fce2d8800cf5137812%2FexploreRepo.png?alt=media" alt="Explore repository"> ) to explore the repositories.</li><li><strong>Save</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-ff2686aef2860b058a0ad61d027edba834ab9303%2Fsave.png?alt=media" alt="Save"> ) to save the current transformation or job to a file or repository.</li><li><strong>Save As</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-d17950df32cf6e9abf7c1fa3f1c134346dba37b5%2Fsaveas.png?alt=media" alt="Save as"> ) to save the transformation or job under a different file name or type.</li><li><p><strong>Perspectives</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-79c8ac0d0c554378d00406237f8b015ba1ba0aff%2FssPDI_PerspectivesMenu.png?alt=media" alt="Perspectives"> ) to switch between the different perspectives:</p><ul><li><a href="../data-integration-perspective-in-the-pdi-client">Data Integration Perspective</a>: Create ETL transformations and jobs.</li><li><a href="../schedule-perspective-in-the-pdi-client">Schedule Perspective</a>: Manage scheduled ETL activities on the Pentaho Server.</li></ul></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       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| 2    | **Connect** button | Use this button to access the menu to create and connect to [repositories](https://docs.pentaho.com/pdia-data-integration/9.3-data-integration/use-a-pentaho-repository-in-pdi) for central storage of your ETL jobs and transformations.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             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| 3    | Sub-toolbar        | <p>Use this toolbar to perform transformation or job actions:- <strong>Run</strong> button ( <img src="https://github.com/pentaho/documentation/blob/main/PDIA/9.3/PDI/Get%20started%20with%20the%20PDI%20client/Get%20Started%20with%20the%20PDI%20Client/Use%20the%20PDI%20client%20perspectives/run=GUID-F89218F0-85FF-4F8B-A549-621FFE08FBC5=1=en=Low.png" alt=""><img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-d09177e8c070afa1bd717685fc58ed7c42e1932e%2F9x9_arrow_down.png?alt=media" alt="Run"> ) to run a transformation or job:<br>- <strong>Run</strong>: Runs the current transformation or job from an XML file or a repository.<br>- <strong>Run Options</strong>: Sets the <strong>Run Options</strong> and then runs the current transformation or job from an XML file or a repository.</p><ul><li><strong>Pause</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-25241ef690e0ad8f1c86418bd7d31cd1a6805dc7%2Fpause.png?alt=media" alt="Pause"> ) to pause a running transformation or job.</li><li><p><strong>Stop</strong> button ( <img src="https://github.com/pentaho/documentation/blob/main/PDIA/9.3/PDI/Get%20started%20with%20the%20PDI%20client/Get%20Started%20with%20the%20PDI%20Client/Use%20the%20PDI%20client%20perspectives/stop=GUID-7D68E089-E5A2-4B8F-ACDA-789F249F7659=1=en=Low.png" alt=""><img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-d09177e8c070afa1bd717685fc58ed7c42e1932e%2F9x9_arrow_down.png?alt=media" alt="Stop"> ) to stop a running transformation or job:</p><ul><li><strong>Stop</strong>: Stops the transformation or job immediately.</li><li><strong>Stop input processing</strong>: Stops the input steps to the transformation or job, while allowing any records already retrieved or initiated to be processed and then stopped.</li></ul></li><li><strong>Preview</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-da70646f8f586d95a3bbb6aec085ce30fb7c0fe9%2Fpreview.png?alt=media" alt="Preview"> ) to run the transformation in preview mode to examine the rows produced by the selected steps.</li><li><strong>Debug</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-26ef1e6b5c9e2578abfe87321856dc63c0feab80%2Fdebug.png?alt=media" alt="Debug"> ) to run the transformation in debug mode to troubleshoot execution errors.</li><li><strong>Replay</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-89d999d6283447f10f61b384070b10f5f263737e%2Freplay.png?alt=media" alt="Replay"> ) to replay the processing of a transformation.</li><li><strong>Verify</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-bd836520b9a02d9934c30e6d4efb70740a775458%2Fcheck.png?alt=media" alt="Verify"> ) to verify the transformation.</li><li><strong>Analyze</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-3467f492ff37c1532afab9e6cc40b8679d6e8f50%2Fimpact.png?alt=media" alt="Analyze"> ) to run an impact analysis on the database.</li><li><strong>SQL</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-577893d443a7afa70b65ba68816c3a2147dbfa43%2FSQLbutton.png?alt=media" alt="SQL"> ) to generate the SQL that is needed to run the loaded transformation.</li><li><strong>Explore DB</strong> button ( <img src="https://github.com/pentaho/documentation/blob/main/PDIA/9.3/PDI/Get%20started%20with%20the%20PDI%20client/Get%20Started%20with%20the%20PDI%20Client/Use%20the%20PDI%20client%20perspectives/exploredb=GUID-DD4D4C73-05D1-4638-AA44-44A4B1E9E403=1=en=Low.png" alt=""> ) to launch the <a href="../data-integration-perspective-in-the-pdi-client/advanced-topics-pdi-perspective/use-the-database-explorer">Database Explorer</a> to perform actions such as preview data, run SQL queries, and generate DDL.</li><li><strong>Results</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-7ccadc86e81fd402f1a662c2bfa71c4efc1350df%2Fshow-results.png?alt=media" alt=""> ) to show the <strong>Execution Results</strong> pane.</li><li><strong>Lock</strong> button ( <img src="https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-3812762a1a360fd76ceef66eed127f93f7cc6b14%2Flock.png?alt=media" alt=""> ) to lock the transformation.</li></ul> |
| 4    | Explore pane       | <p>Use this pane to access the <strong>Design</strong> and <strong>View</strong> tabs:- The <strong>Design</strong> tab provides a list of steps or entries that are used to build transformations or jobs.</p><ul><li>The <strong>View</strong> tab provides information about available database connections and the steps and hops used for the transformation or job.</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        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| 5    | Canvas             | Use this canvas for designing and building transformations and jobs for the ETL activities you want to perform.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       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## Schedule perspective

You can plan when to run transformations and jobs, and set timed intervals to automatically send the output to your preferred destinations. See [Schedule a transformation or job](https://docs.pentaho.com/pdia-data-integration/9.3-data-integration/schedule-perspective-in-the-pdi-client/schedule-a-transformation-or-job) for more details.

![Schedule perspective](https://3411831820-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAYwCj9fPr1B2pjC11IOQ%2Fuploads%2Fgit-blob-a8a25b4b18ebdaf282c011e5265adcc5d213519a%2FPDI_SchedulePerspective_810.png?alt=media)

The table below explains the menu, panel, and buttons on the Schedule perspective.

| Item | Feature        | Description                                                                                                                                                                                                                                                                                             |
| ---- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 1    | Menu bar       | Provides access to common features such as properties, actions and tools. The right side of the menu bar is also where you can switch between perspectives.                                                                                                                                             |
| 2    | Main toolbar   | Provides single-click access to common actions such as edit, refresh, enable, disable, or delete. See [Schedule a transformation or job](https://docs.pentaho.com/pdia-data-integration/9.3-data-integration/schedule-perspective-in-the-pdi-client/schedule-a-transformation-or-job) for more details. |
| 3    | Schedule panel | Contains a list of schedules to select. Double-click a highlighted schedule to access the Schedule dialog box for editing.                                                                                                                                                                              |
