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Suggested templates(建议模板(Suggested templates))

For groups of similar datasets, you may want to suggest templates to apply. For example, for a group of datasets containing monthly stock returns, you may want to suggest a template that calculates the annualized return. Suggested templates are shown in a separate button within the New Transform panel, making them more discoverable.

suggested-templates

Configuring input tags in a template

Below, we see a template that calculates annualized returns from monthly returns. For any dataset with the tag Finance:MonthlyReturns, this template will appear in the Suggested tab when the user creates a new transform with the dataset as a parent.

Configure the desired input tags in the Input Tags field when creating or editing a template. You can add multiple input tags.

configure-input-tags

Adding tags to a dataset

One way to add input tags to a dataset is to open the dataset in Dataset-app. Note that because tags are tied to datasets, tags cannot be added to unpersisted transforms in Code Workbook. This means that Suggested Templates are not supported for unpersisted transforms.

add-tags-dataset-app

Configuring output tags in a multi-node template

Rather than adding tags manually from Dataset-app, you can configure output tags as part of a Multi-Node template.

Imagine a multi-node template with two nodes, where the output of the second node is a dataset with monthly stock returns. We'd like this dataset to automatically add the Finance:MonthlyReturns tag, so templates with that input tag configured will appear under Suggested Templates.

While creating or editing the multi-node template, set the desired output tag under Output tags. When the multi-node template is applied, the output tag will immediately be added to a dataset created by the multi-node template.

mnt-output-tags


中文翻译


建议模板(Suggested templates)

对于相似的数据集组,您可能希望应用建议模板。例如,对于一组包含月度股票收益的数据集,您可能希望应用一个计算年化收益的模板。建议模板会显示在"新建转换(New Transform)"面板内的独立按钮中,使其更易于被发现。

suggested-templates

在模板中配置输入标签(Input tags)

下面展示了一个从月度收益计算年化收益的模板。对于任何带有 Finance:MonthlyReturns 标签的数据集,当用户以该数据集作为父数据集创建新转换时,此模板将出现在"建议(Suggested)"选项卡中。

在创建或编辑模板时,在"输入标签(Input Tags)"字段中配置所需的输入标签。您可以添加多个输入标签。

configure-input-tags

为数据集添加标签

为数据集添加输入标签的一种方法是在数据集应用(Dataset-app)中打开该数据集。请注意,由于标签与数据集绑定,因此无法为Code Workbook中未持久化的转换添加标签。这意味着建议模板不支持未持久化的转换。

add-tags-dataset-app

在多节点模板中配置输出标签(Output tags)

您无需通过数据集应用手动添加标签,而是可以在多节点模板中配置输出标签。

设想一个包含两个节点的多节点模板,其中第二个节点的输出是一个包含月度股票收益的数据集。我们希望该数据集自动添加 Finance:MonthlyReturns 标签,这样配置了该输入标签的模板就会出现在"建议模板"下。

在创建或编辑多节点模板时,在"输出标签(Output tags)"下设置所需的输出标签。当应用该多节点模板时,输出标签将立即添加到由该多节点模板创建的数据集中。

mnt-output-tags