Copy table transformations

If a transformation between the same or very similar source and target tables exists in a different study, you can copy it and do most of the mapping automatically.

1. Select target tables that are the same or similar to the target table mappings you plan to copy.
2. Select Copy from Another Transformation from the Actions drop-down list.
3. Specify the transformation to copy: Select a project (or other study grouping) from the drop-down list, then select a study, then the model that is the target of the transformation to be copied.

   Tip:

   When a transformation is copied from an external transformation or as part of applying a study template, authorized tables are always copied into the new transformation as Not Authorized. If any of the source tables are blinded, the target table must be either blinded or re-authorized if it does not contain blinded data.

4. Click Next. The system validates the Copy and displays details including any errors or warnings detected by the validation:

   • For pivot and unpivot transformations, if metadata differences exist, the system displays an error. If the differences are on the source side, they must be resolved manually. If the differences are on the target side, you can run synchronization to resolve the differences and then copy. See I noticed the tables in the target model changed. Why?.

   • For union and join transformations, if some of the source tables or columns in the union do not exist in the copied-to study, those mappings are not included and a warning is displayed. If only one table exists in the copied-to study, the union or join map is converted to a direct map and a warning is displayed.

   • For custom transformations, if metadata differences exist, the system displays an error. If the differences are on the source side, they must be resolved manually. If the differences are on the target side, you can run synchronization to resolve the differences and then copy. See I noticed the tables in the target model changed. Why?.

   • For column mappings that use expressions, if all the column references do not exist in the current source tables, the missing column references are removed from the expression.

   You can't copy transformations with errors, but you can copy those with warnings.

5. Select mappings to copy, and click Accept Selected Mappings.

   Tip:

   If the source and target tables in the copied transformation have more columns than the tables in the current model, mark those columns Not Used.