Exports:Word (.docx)Excel (.xlsx)PDFHTMLCSV
Summary Statistics
A header section that gives readers a one-glance picture of the flow size and shape.
- No. of ConnectionsDistinct connections referenced in the flow.
- No. of ParametersParameters declared in the flow.
- No. of Input StepsInput nodes feeding data into the flow.
- No. of Output StepsOutput nodes across all destinations (Hyper, Database, Excel, CSV, Data Cloud, CRM Analytics, Publish Extract).
- No. of Input FieldsTotal fields across all input steps.
- No. of Union StepsUnion nodes in the flow.
- No. of Join StepsJoin nodes in the flow.
- No. of Pivot StepsPivot and unpivot nodes.
- No. of Aggregate StepsAggregation nodes.
- No. of Clean StepsCleaning / transformation nodes.
- No. of New Row StepsNodes that generate new rows.
- No. of Script StepsExtensibility (Python / R) script nodes.
- No. of Prediction StepsPrediction-model nodes.
- No. of ActionsTotal cleaning operations applied across all steps.
- No. of GroupsNested container groups.
Connections
Every connection the flow draws from — files and databases — and whether they're bundled into the .tflx.
- NameThe connection name shown in Prep.
- Connection TypeFile or database type (CSV, Excel, SQL Server, Snowflake, etc.).
- Is PackagedWhether the source is bundled inside a .tflx archive.
- File NameSource file path or database identifier.
Parameters
Flow parameters with their data type, current value, and allowed values.
- NameParameter name.
- Data TypeNumber (whole), Number (decimal), Boolean, String, or the raw type for any other kind.
- Current ValueThe value the parameter starts with.
- DescriptionAny description captured in Prep.
- Required for Flow RunYes or No — whether the parameter must be set before the flow can run.
- Allowed ValuesThe full list of permitted values, the literal "Any", or "true, false" for binary parameters.
Input Steps
For every input step: where the data comes from, the fields it brings in, and any filters applied at load.
- Step Name & TypeThe step name and its type (LoadCsv, LoadExcel, LoadSql, and their input-union variants).
- DescriptionAny description captured in Prep.
- ConnectionThe connection the step draws from.
- Contains HeaderWhether the file or table has a header row.
- Field ListEvery field at the input, with its data type.
- File FiltersFilters on wildcard / union file inputs — regex pattern, value range, top / bottom N rank, and relative-date filters ("Last 7 days", "Today", "Quarter to date", etc.).
- DB Union FiltersInclusion or exclusion patterns and the tables they match, for database union inputs.
Cleaning Operations
Cleaning steps broken down into the individual operations they perform.
- Remove Column / ColumnsThe column or columns removed at this step.
- Rename ColumnOriginal name and new name.
- Bulk Rename ColumnsSelection rule, included or exempted columns, and the rename operation applied.
- Add Column (Calculated)The new column's name and the expression that builds it.
- Change Column TypeThe column, its new data type, and any conversion calculation.
- Quick CalculationThe column, the expression, and the calculation type.
- Remap ValuesThe column being remapped and the old → new value map.
- Range FilterThe numeric or date ranges kept.
- Filter OperationThe filter expression.
- Rich Null FilterThe column, the null-handling rule, and any description.
Joins
Every join step — what's combined, how, and on which conditions.
- SourcesThe steps being joined.
- Join TypeInner, Left, Right, or Outer.
- Join ConditionsThe field-level conditions used to match rows.
Unions
Every union step — the sources stacked together and the union method.
- SourcesThe steps being unioned.
- Union TypeHow the rows are combined.
Pivots and Unpivots
Reshaping operations — columns to rows and back.
- Pivot FieldsThe fields being pivoted (for pivot steps).
- Value FieldsThe aggregated value fields (for pivot steps).
- Unpivot GroupsThe column groups being reshaped from columns to rows (for unpivot steps).
- Smart DefaultsWhether Prep's smart-default detection is in use.
Aggregations
Group-by aggregations with the aggregation functions applied to each output field.
- Group-By FieldsFields used to group rows.
- Aggregate FieldsFields being aggregated, with the function applied (SUM, AVG, COUNT, MAX, MIN, and so on).
New Rows
Steps that generate new rows added to the flow.
- Generated RowsThe row values being produced.
- Row StructureThe column structure of the new rows.
Scripts (Extensibility)
Python or R script steps invoked from the flow.
- Function NameThe script function called.
- LanguagePython or R.
- Script CodeThe script body, captured when present in the flow file.
Predictions
Steps that score data against a trained model.
- Model NameThe trained model invoked at this step.
- Model TypeClassification, regression, or clustering.
- Input FieldsThe fields fed into the model.
- Output FieldsThe prediction columns produced.
Output — Write to Hyper
Hyper-extract outputs.
- Output Table NameHyper table name.
- Output PathPath to the .hyper file produced.
- TDS OutputPath to the matching .tds file, when one is generated.
Output — Write to Database
Database table outputs.
- Table NameTarget table name.
- SchemaDatabase schema.
- ConnectionThe connection the output writes to.
- Write-Back ModeThe write-back mode configured for the step.
Output — Write to Excel
Excel workbook outputs.
- Output PathPath to the .xlsx file produced.
- Sheet NameSheet the data is written to.
Output — Write to CSV
CSV file outputs.
- Output PathPath to the .csv file produced.
Output — Write to Data Cloud
Salesforce Data Cloud outputs.
- Table NameTarget Data Cloud table.
- ConnectionData Cloud connection used.
Output — Write to CRM Analytics
Salesforce CRM Analytics outputs.
- Dataset NameTarget CRM Analytics dataset.
- ConnectionCRM Analytics connection used.
Output — Publish Extract
Published Tableau data source outputs.
- Data Source NameThe published data source name.
- Show SheetWhether the sheet is shown in Tableau Server.
- Include AllWhether all fields are included in the extract.
Groups (Nested Containers)
Container groups documented as a single step with their nested structure preserved.
- Step NameThe container group's name.
- Nested StepsThe steps contained inside the group.
- Container InputsSteps feeding into the container.
- Container OutputsSteps receiving output from the container.
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