Preface
Transformations
- Active and passive transformations
- Transformation types
- Licensed transformations
- Incoming fields
  - Field name conflicts
    - Creating a field name conflict resolution
  - Field rules
- Data object preview
- Variable fields
- Transformation caches
- Expression editor
- Expression macros
- Generate an expression
  - Prompts to generate expressions
- File lists
- Configuration for multibyte hierarchical data
Source transformation
- Source object
- File sources
- Database sources
- Web service sources
- Partitions
  - Partitioning rules and guidelines
  - Partitioning examples
- Reading hierarchical data in advanced mode
- Reading documents in advanced mode
- Configuration for multibyte hierarchical data
- Source fields
  - Editing native data types in complex file sources
  - Editing transformation data types
Target transformation
- Target object
  - Target file creation on advanced clusters
- File targets
- Database targets
- Web service targets
  - Web service operations for targets
  - Field mapping for web service targets
- Partitions
- Writing hierarchical data in advanced mode
- Configuration for multibyte hierarchical data
- Target fields
- Target transformation field mappings
- Configuring a Target transformation
Access Policy transformation
- Using parameters in Access Policy transformations
- Data filter policy best practices
- Access Policy transformation configuration
- Access Policy transformation example
Aggregator transformation
- Group by fields
- Sorted data
- Aggregate fields
- Advanced properties
- Hierarchical data in advanced mode
- Aggregator transformation example
B2B transformation
- B2B Incoming Fields
- B2B settings
- Output fields
- Field mapping
- Advanced settings
Chunking transformation
- Chunking methods
- Text processing functions
- Output fields
Cleanse transformation
- Cleanse transformation configuration
  - Cleanse asset considerations
  - Synchronizing data quality assets
- Cleanse transformation field mappings
- Cleanse transformation output fields
- Advanced properties
Data Masking transformation
- Masking techniques
- Configuration properties for masking techniques
- Credit card masking
- Email masking
  - Advanced email masking
- IP address masking
- Key masking
- Phone number masking
- Random masking
- Social Insurance number masking
- Social Security number masking
- Custom substitution masking
- Dependent masking
  - Dependent masking parameters
- Substitution masking
- URL address masking
- Mask rule parameter
- Mask rule parameter example
  - Create a mapping with parameters
  - Run the mapping
- Creating a Data Masking transformation
- Consistent masked output
  - Rules and guidelines
  - Example
- Data Masking transformation example
Data Services transformation
- Dynamic service name
- Status tracing messages
- Data Services properties
- Data Services transformation input fields
- Data Services transformation output fields
- Data Services transformation field mapping
Deduplicate transformation
- Deduplication and consolidation operations
- Identity population data
- Groups in duplicate analysis
  - Example: Selecting a group key column
- Deduplicate transformation configuration
- Deduplicate transformation field mappings
- Metadata fields on the Deduplicate transformation
- Link scores and driver scores
- Deduplicate transformation output fields
- Advanced properties
Expression transformation
- Expression fields
- Window functions
- Advanced properties
- Hierarchical data in advanced mode
Filter transformation
- Filter conditions
- Advanced properties
- Hierarchical data in advanced mode
Hierarchy Builder transformation
- Configure output settings
- Join and map fields for data conversion
  - Joining incoming data
  - Mapping relational fields to hierarchy fields
- Configure advanced properties
- Configuration for multibyte hierarchical data
- Hierarchy Builder transformation example
Hierarchy Parser transformation
- Using a Hierarchy Parser transformation
- Hierarchy Parser rules and guidelines
- Choosing a sample or schema file
- Hierarchical schemas
  - Rules and guidelines for hierarchical schemas
  - Creating a hierarchical schema
- Input settings
  - Selecting a hierarchical schema
  - Creating a hierarchical schema from sample
- Input field selection
- Field mapping
  - Selecting the elements to convert
- Output fields
- Selecting an output group
- Configuration for multibyte hierarchical data
- Hierarchy Parser transformation example
Hierarchy Processor transformation
- Hierarchy Processor transformation overview
- Processing relational output
- Processing hierarchical output
- Processing flattened output
Input transformation
- Input fields
Java transformation
- Defining a Java transformation
- Classpath configuration
- Java transformation fields
- Configuring Java transformation properties
- Developing the Java code
- Compiling the code
  - Viewing the full class code
- Troubleshooting a Java transformation
  - Finding the source of compilation errors
  - Identifying the error type
- Java transformation example
Java transformation API reference
- failSession
- generateRow
- getInRowType
- incrementErrorCount
- invokeJExpression
- isNull
- logError
- logInfo
- setNull
- setOutRowType
Joiner transformation
- Join condition
- Join type
- Advanced properties
- Hierarchical data in advanced mode
- Creating a Joiner transformation
- Joiner transformation example
Labeler transformation
- Labeler transformation configuration
- Labeler transformation field mappings
- Labeler transformation output fields
Lookup transformation
- Lookup object
  - Lookup object properties
    - Multiple match policy restrictions
  - Custom queries
- Lookup condition
- Lookup return fields
- Advanced properties
- Lookup SQL overrides
- Lookup source filter
- Dynamic lookup cache
- Persistent lookup cache
  - Rebuilding the lookup cache
- Unconnected lookups
  - Configuring an unconnected Lookup transformation
  - Calling an unconnected lookup from another transformation
- Connected Lookup example
- Dynamic Lookup example
- Unconnected Lookup example
Machine Learning transformation
- Deploying the model as a REST endpoint
- Accessing the machine learning model
- Mapping fields to the request schema
  - Mapping hierarchical fields
  - Request mapping options
- Viewing response fields
- Configuring bulk requests
  - Bulk request options
- Configuring an API proxy
- Troubleshooting
- Error handling
- Machine Learning transformation example
Mapplet transformation
- Mapplet transformation configuration
- Selecting a mapplet
- Mapplet transformation field mappings
- Mapplet parameters
- Mapplet transformation output fields
- Mapplet transformation names
- Synchronizing a mapplet
Normalizer transformation
- Normalized fields
- Normalizer field mapping
  - Normalizer field mapping options
- Advanced properties
- Target configuration for Normalizer transformations
- Normalizer field rule for parameterized sources
- Mapping example with a Normalizer and Aggregator
Output transformation
- Output fields
  - Generating output fields based on incoming fields
- Field mapping
Parse transformation
- Parse transformation configuration
- Parse transformation field mappings
- Parse transformation output fields
- Advanced properties
Python transformation
- Install and configure Python
- Python transformation fields
- Active and passive Python transformations
- Resource files
- Developing the Python code
  - Creating Python code snippets
  - Referencing a resource file
- Example: Add an ID column to nonpartitioned data
- Example: Use partitions to find the highest salary
- Example: Operationalize a pre-trained model
Rank transformation
- Ranking string values
- Rank caches
- Defining a Rank transformation
- Rank transformation fields
- Defining rank properties
- Defining rank groups
- Advanced properties
- Hierarchical data in advanced mode
- Rank transformation example
Router transformation
- Working with groups
  - Guidelines for connecting output groups
- Group filter conditions
  - Configuring a group filter condition
- Advanced properties
- Hierarchical data in advanced mode
- Router transformation examples
Rule Specification transformation
- Rule Specification transformation configuration
- Rule Specification transformation field mappings
- Rule Specification transformation output fields
- Advanced properties
Sequence transformation
- Sequence transformation uses
- Sequence output fields
- Sequence properties
  - Disabling incoming fields
- Hierarchical data in advanced mode
- Sequence transformation rules and guidelines
- Sequence transformation example
Sorter transformation
- Sort conditions
- Sorter caches
- Advanced properties
- Hierarchical data in advanced mode
- Sorter transformation example
SQL transformation
- Stored procedure or function processing
- Connected or unconnected SQL transformation for stored procedure processing
- Unconnected SQL transformations
- Query processing
- SQL transformation configuration
Structure Parser transformation
- Processing input from a Hadoop Files source
- Processing input from a flat file source
  - Configuring the flat file source
  - Configuring the Structure Parser transformation to access flat files
- Structure Parser field mapping
- Output fields
- Advanced properties
- Structure Parser transformation configuration
- Rules and guidelines for the Structure Parser transformation
- Structure Parser transformation example
Transaction Control transformation
- Transaction control condition
- Using Transaction Control transformations in mappings
  - Sample transaction control mappings with multiple targets
- Guidelines for using Transaction Control transformations in mappings
- Advanced properties
Union transformation
- Comparison to Joiner transformation
- Planning to use a Union transformation
- Input groups
- Output fields
- Field mappings
- Advanced properties
- Union Transformation example
Vector Embedding transformation
- Vector embedding models
- Built-in vector embedding techniques
- Vector embedding output fields
Velocity transformation
- Velocity transformation input format
  - Source configuration for file sources
- Velocity template
- Testing the template
- Velocity transformation output
  - Target configuration for file targets
- Velocity transformation parsers
- Examples
  - XML conversion example
  - JSON conversion example
Verifier transformation
- Address Reference Data
- Verifier transformation configuration
- Verifier transformation field mappings
  - Understanding input and output mappings
- Verifier transformation output fields
- Advanced properties
Web Services transformation
- Create a Web Services consumer connection
- Define a business service
- Configure the Web Services transformation
- Web Services transformation example
- Configuration for multibyte hierarchical data

Transformations

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Vertical macro example

To find the annual sum of quarterly data for each store, you might use a vertical expression macro in an Aggregator transformation.

The Aggregator transformation uses the store ID field as the group by field. A %QuarterlyData% macro input field reads sales data from the following input fields: Q1, Q2, Q3, and Q4.

A %QuarterlyData%_out macro output field is based on the %QuarterlyData% macro input field. To find the sum of sales for each quarter, the macro output field includes the following expression:

SUM(%QuarterlyData%)

In the Target transformation, a field rule includes the following output fields in the incoming fields list: Q1_out, Q2_out, Q3_out, Q4_out. In the target field mapping, the Qx_out fields are mapped to the target.

The following image shows the vertical expression macro in an Aggregator transformation:

The image shows a mapping with a Source to Aggregator to Target. The Properties panel displays the Aggregate tab of the Aggregator transformation with a %QuarterlyData% macro input field that defines the input fields. It also shows the %QuarterlyData%_out macro output field with the following expression: SUM(%QuarterlyData%).

When the task runs, the expression expands vertically, as follows:

SUM(Q1)
SUM(Q2)
SUM(Q3)
SUM(Q4)

The task groups the data by store when it performs the aggregation and writes the results to the target.

Vertical macros

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Alessio Giordani - August 07, 2025

Hello documentation team,

currently is not possible to map the output of a vertical macro to an existing target structure, meaning that you need create the target structure at runtime. This article provide an approach to solve this problem

https://knowledge.informatica.com/s/article/619170?language=en_US

Can you add this link here as a tip?

thanks,

Alessio

Informatica Documentation Team - August 07, 2025

Thanks for the tip, Alessio! We'll address this in an upcoming release.

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Table of Contents

Transformations

Transformations

Vertical macro example

Vertical macro example