> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Build reusable pipeline templates for business users

> Turn a recurring data request into a Mammoth pipeline template, save it as a .mammoth file, apply it to another view, and train a business user to run it.
>
> Applies to: Where: More Pipeline options (...) › Pipeline Version history › Save as template

A pipeline template is a saved pipeline that business users apply to their own view and run without code. You save it from **More Pipeline options (...)** > **Pipeline Version history** and apply it from a view's **View Settings**. This page is part of [Mammoth for technical users](https://mammoth.io/docs/learn/start/for-technical-users/).

## Turn a recurring request into a template

Pick a first person to enable: someone who asks you for help often, is keen to learn, has representative requests and knows Excel well. Turn one of their recurring requests into a template. To practise on the **Hotel Occupancy Analytics** sample file:

1. **Convert** `date` from text to Date.
2. **Filter** to the reporting month (`2024-08-01`).
3. **Lookup** each hotel's region from a reference view, matched on hotel_id.
4. **Math Function** for a new column `Vacant_rooms`: `"total_rooms" - "rooms_occupied"`.
5. **Group & Pivot** to summarise the month, for example a count and sums by region.

To order the result, use **Sort** in a column's menu (a display setting, not a pipeline task). Give each task a note (**Add note** in its menu) saying what it does, why, and when to change it ("change month filter here").

![Pipeline panel for the hotel occupancy dataset with Convert Column Type and Conditional Filter tasks, each with a note](https://mammoth.io/docs/images/20260408_154543_gold_standard_pipeline.webp)

To save it as a template:

1. Open **More Pipeline options (...)** > **Pipeline Version history**.
2. Select the version you want and click **Save as template**.
3. Mammoth downloads a `.mammoth` file. Name it clearly, for example `hotel_occupancy_monthly_performance.mammoth`, and keep it where your team can find it.

To reuse it, open the target view in the Data Library, click the gear (**View Settings**), choose **Apply template**, and pick the file. **Apply template** only works on a view with no tasks yet; **Save as a template** in the same menu saves the current pipeline. **Copy pipeline** or **Copy tasks** in **Pipeline Version history** paste tasks into another view.

Then train the person: walk through each task's business logic, have them change the month filter while you watch, then run it alone. They succeed when they can run it independently and explain each task.

## Example: a retail transactions template

A retail transactions template (`Store_Transactions_Analysis`, 10 tasks) on point-of-sale data might filter departments and categories, calculate Total Value from Quantity and Price, standardise categories with Bulk Replace, adjust dates, extract Quarter, normalise text casing, limit scope, label rows by business rules, aggregate with Group & Pivot, and rank with Window Function.

[Video: Watch on YouTube](https://www.youtube.com/watch?v=oungCUkp2ys)

## Related

- [Edit, reorder and copy tasks](https://mammoth.io/docs/learn/clean-and-shape/manage-tasks/): version history, **Save as template** and copying tasks.
- [Parameters and snippets](https://mammoth.io/docs/learn/organise/parameters-and-snippets/): reuse values and tasks across pipelines.
- [SQL and advanced tasks](https://mammoth.io/docs/learn/start/sql-and-advanced-tasks/): logic you can put in a template.

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Source: https://mammoth.io/docs/learn/start/pipeline-templates.md · Updated: 2026-11-08