View Transformation Plans for Reference Data
Monitor and manage transformation plans that import data into or export data from your reference data tables.
The Transformation plans tab displays all transformation plans that interact with your reference data table—either reading data from it or writing data to it.
Access the Transformation plans tab
-
You must have at least Viewer access to the table
-
To create plans, you need Editor or Owner role
-
Go to Reference data > Tables.
-
Select your table.
-
Select the Transformation plans tab.
What the tab shows
The tab displays all transformation plans that use your table:
-
Plans that write data to this table (Import variant)
-
Plans that read data from this table (Export variant)
-
Plans created via Dataset actions > Import > Via transformation plan
-
Plans created using Import from Catalog or Export to database
Table columns
| Column | Description |
|---|---|
Name |
Clickable link to open the plan in the Data transformations module |
Variant |
Import (pink): Writes to this table • Export (blue): Reads from this table |
Description |
Optional plan description |
Type |
Standalone plan, Embedded plan, Transformation rule, or Transformation catalog item |
Validation |
Current validation status—shows errors if plan has configuration issues |
Input type |
Summary of input steps used in the plan |
Output type |
Summary of output steps used in the plan |
Steps count |
Total number of transformation steps |
Create transformation plans
Import from Catalog
Creates an import plan with pre-configured steps:
-
Select Import from Catalog.
Result: A transformation plan opens with CI input and Reference data output steps.
For complete configuration, see import-data-into-tables.adoc#import-via-transformation-plan.
|
You can also create import plans using Dataset actions > Import > Via transformation plan. Both methods create the same type of plan. |
Export to database
Creates an export plan that reads from your table:
-
Select Export to database.
-
Configure the plan in the Data transformations module.
For details on building transformation plans, see Create Your First Data Transformation.
Work with existing plans
- Open for editing
-
Select any plan name to open it in the Data transformations module.
- Monitor status
-
Use the Validation column to identify plans with errors.
- Sort and filter
-
Select column headers to sort, or use Hidden columns to customize the view.
View customizations (column visibility, sorting) are not saved between sessions. You’ll need to reapply them each time you open this tab.
Common patterns
- Monitor scheduled imports
-
Create and schedule import plans, then return to this tab to monitor execution.
- Track data consumers
-
Review Export plans to see who is reading your reference data.
- Manage multiple sources
-
Create separate import plans for each data source with descriptive names.
Best practices
-
Use descriptive plan names that clearly indicate the data source and purpose
-
Review the tab regularly to understand how your data is being used
-
Check the Validation column to catch configuration errors early
-
Before making schema changes, review this tab to identify plans that might be affected
Troubleshooting
No plans appear in the tab
Solution: Create a plan using Import from Catalog or Export to database, or configure existing plans to reference this table.
Plan shows "Not validated"
Solution: Select the plan name, review error messages, fix configuration issues, and save.
Import plan created but no data in table
Solution:
Configuration issues: See import-data-into-tables.adoc#import-via-transformation-plan.
Data not published: Go to the Data tab, select imported records, and select Publish.
Was this page useful?