Step #4 - Use Nexadata AI Copilot

🔍 What You’re Doing

In this step, you’ll create a new Pipeline using Nexadata’s AI Transformation and Mapping Copilot. By simply selecting your input and output datasets and providing a clear prompt, the Copilot automatically generates a multi-step transformation Pipeline—joining, filtering, and mapping your data. You’ll then review and approve the plan before Nexadata builds the full Pipeline for you.

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✅ Summary of Steps

1. Add a new Pipeline, name it, and select Sample Data as the input.

2. Launch the AI Copilot.

3. Set Sample Output Goal as the output dataset.

4. Paste the following prompt into the Prompt field: ​

   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. ​

5. Generate the transformation plan and click Approve & Build.

6. Review the results when the Pipeline completes.

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