Self-paced Training course

Business Tools

Learn to manage data and build transformations using CloverDX Business Tools - Data Manager for transactional and reference data, and Wrangler for no-code data processing.
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What are Business Tools? 

  • CloverDX Business Tools is a suite of dedicated, user-friendly interfaces that give non-technical users direct access to data tasks — without needing to understand or interact with the underlying engineering pipelines. Business Tools includes three components: Wrangler, Data Manager, and Data Catalog. 
  • Everything stays within the CloverDX platform - fully auditable, access-controlled, and seamlessly integrated into engineer-managed data pipelines.

Who is it for?

  • This course is for anyone who works with data in a business context and wants to do more independently - without relying on developers or data engineers for every task.
  • No technical background or CloverDX Designer experience is needed. If you can use a spreadsheet, you can use Business Tools.
  • Typical learners include:
Data stewards & owners
Business analysts
Operations & reporting teams
MDM/data quality leads
Finance & compliance users
Anyone who preps data in Excel


What you’ll learn

  • Understand what CloverDX Business Tools are and how they fit into a broader data pipeline
  • Know when to use Wrangler, Data Manager, or Data Catalog for a given task
  • Be able to find and access curated datasets in the Data Catalog without IT assistance
  • Create, edit, and re-run repeatable data transformation recipes in Wrangler
  • Map and write data to a target using Wrangler's drag-and-drop interface
  • Manually review, correct, and approve records in Data Manager
  • Manage reference data as a shared golden source of truth in Data Manager
  • Understand the audit trail and approval flow so all changes are trackable

How it works

  • Self-paced — complete lessons in any order, at your own speed
  • No trainer required — all content is available on demand
  • Short video lessons per topic, with hands-on demonstrations
  • Practical examples drawn from real-world data scenarios

Course curriculum

  • 1

    Intro

    • 📽️ Business Tools Intro
  • 2

    Data Manager

    • 📽️ Data Manager Overview

    • 📽️ Data Manager Configuration
  • 3

    Transactional Data Manager

    • 📽️ Transactional Data Sets Overview

    • 📽️ Creating Transactional Data Sets

    • 📽️ Loading Data Into Transactional Data Sets

    • 📽️ Using Transactional Data Sets

    • 📽️ Reading Data From Transactional Data Sets
  • 4

    Reference Data Manager

    • 📽️ Reference Data Sets Overview

    • 📽️ Creating Reference Data Sets

    • 📽️ Using Effective Dates

    • 📽️ Loading Data Into Reference Data Sets

    • 📽️ Using Reference Data Sets
  • 5

    Data Apps with Data Manager

    • 📽️ Data Apps with Data Manager
  • 6

    Wrangler

    • 📽️ Wrangler Overview

    • 📽️ Wrangler Interface

    • 📽️ Wrangler Job - Sources

    • 📽️ Wrangler Job - Targets

    • 📽️ Wrangler Job - Transformation Steps

    • 📽️ Wrangler Job - Filter Data

    • 📽️ Wrangler Job - Aggregation

    • 📽️ Wrangler Job - Viewing Transformations

    • 📽️ Wrangler Job - Join with Lookups

    • 📽️ Wrangler Job - Add Formula Column

    • 📽️ Wrangler Job - Return to Previous Steps

    • 📽️ Wrangler Job - Groups and Conditional Steps

    • 📽️ Wrangler Job - Mapping

    • 📽️ Wrangler Job - Running Jobs

    • 📽️ Wrangler Job - Validation and Errors

    • 📽️ Wrangler Assistant

    • 📽️ Importing/Exporting Wrangler Jobs

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