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Step #4 - Use Nexadata AI Copilot

⏱ <5 mins — Use Nexadata’s Transform and Data Mapping Copilot to automatically build an end-to-end transformation process

Updated this week

Summary of steps (time to complete: 5 minutes)

  1. Within a Workflow, create a Pipeline.

  2. Select a Dataset.

  3. Provide a transformation and mapping prompt (copy & paste the following):
    Filter the Measures column so it only shows Sales, and then filter the Scenario column to just Budget. Next, split the Product column at the dash (“-”) to make two new columns named SKU_Family and SKU_Number. Change any SKU_Family value of 100 to Colas, and everything else to Non Colas. Then rename SKU_Family to Product Family, and then sum the DATA column by Product Family and Year. Then, finally, sort by Product Family.

  4. Upload an output "goal" by uploading a sample output file.

  5. Review a transformation plan and approve it.

  6. Agentically and automatically build a pipeline with all the required transformations and mappings.

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