Reference Table Updates
The business data that a reference table contains can change over time. Review and update the data and metadata in a reference table to verify that the table contains accurate information. You update reference tables in the Analyst tool. You can update the data and metadata in a managed reference table and an unmanaged reference table.
You can perform the following operations on reference table data and metadata:
- Manage columns
- You can add columns, delete columns, and edit column properties.
- Manage rows
- You can add rows of data to a reference table.
- Edit reference data values
- You can edit a reference data value.
- Replace data values
- Use the Find and Replace option to replace data values that are no longer accurate or relevant to the organization. You can find a value in a column and replace it with another value. You can replace all values in a column with a single value.
- Export a reference table
- Export a reference table to a comma-separated values (CSV) file, dictionary file, or Excel file.
- Enable or disable edits on an unmanaged table
- Update an unmanaged reference table to enable or disable edits to table data and metadata.
- Refresh the reference table data
- Reload the reference table data to the Analyst tool to view the latest changes to the data.
Managing Columns
You can add columns to a reference table and update the column properties. You can also update the editable status of an unmanaged reference table.
1. Click Open.
The asset library opens.
2. Select the Reference Tables asset category, and select a reference table name.
The reference table opens in read-only mode.
3. To edit the current version of the reference table, click Edit.
To edit the reference table in a versioned Model repository, check out the reference table.
4. Open the Actions menu and select Alter Column Properties.
The Alter column properties dialog box opens. Use the dialog box options to perform the following operations:
- - Add a column.
- - Change the valid column in the table.
- - Change a column name.
- - Update the descriptive text for a column.
- - Update the editable status of an unmanaged reference table.
- - Update the audit note for the table.
5. When you complete the operations, click OK.
Managing Rows
You can add, edit, or delete rows in a reference table.
1. Click Open.
The asset library opens.
2. Select the Reference Tables asset category, and select a reference table name.
The reference table opens in read-only mode.
3. To edit the current version of the reference table, click Edit.
To edit the reference table in a versioned Model repository, check out the reference table.
4. Edit the data rows. You can edit the data rows in the following ways:
- - To add a row, select Actions > Add Row.
In the Add Row dialog box, enter a value in the valid column and at least one other column. Optionally, enter an audit note.
Click OK to add the row.
- - To update a single data value, click the value and update the data.
After you update the data, use the row-level options to accept or reject the data. You cannot enter an audit note when you enter data directly in the data row.
- - To update the data values in a row, select Actions > Edit Row.
In the Edit Row dialog box, enter a value in one or more columns. Optionally, enter an audit note.
Click Apply to update the data in the columns that you selected.
- - To update the values in multiple rows, select the rows to edit and select Actions > Edit Row.
In the Edit Multiple Rows dialog box, enter a value in one or more columns. Optionally, enter an audit note.
Click OK to update the data in the columns that you selected.
- - To delete rows, select the rows to delete and click Actions > Delete.
In the Delete Rows dialog box, optionally enter an audit note.
Click OK to delete the rows.
Note: Use the Developer tool to edit row data in a large reference table. For example, if a reference table contains more than 500 rows, edit the table in the Developer tool.
Finding and Replacing Values
You can find and replace data values in a reference table. Use the find and replace options when a table contains one or more instances of a data value that you must update.
1. Click Open.
The asset library opens.
2. Select the Reference Tables asset category, and select a reference table name.
The reference table opens in read-only mode.
3. To edit the current version of the reference table, click Edit.
To edit the reference table in a versioned Model repository, check out the reference table.
4. Click Actions > Find and Replace.
The Find and Replace toolbar appears.
5. Enter the search criteria on the toolbar:
- - Enter a data value in the Find field.
- - Select the columns to search. By default, the operation searches all columns.
- - Enter a data value in the Replace with field.
6. Use the following options to replace values one by one or to replace all values:
- - Use the Next and Previous options to find values one by one.
- - To replace a value, select Replace.
- - To display all instances of the value, select Highlight All.
- - To replace all instances of the value, select Replace All.
Exporting Reference Table Data
Export the data in a reference table to a comma-separated file, dictionary file, or Microsoft Excel file. You can export the data in read-only mode.
1. Click Open.
The asset library opens.
2. Select the Reference Tables asset category, and select a reference table name.
The reference table opens in read-only mode.
3. Click Actions > Export Data.
The Export data to a file dialog box opens.
The following table describes the dialog box options:
Option | Description |
---|
File Name | Name of the file to contain the data. The export operation creates the file. |
File Format | Format of the file to contain the data. Select one the following formats: - - csv. Comma-separated file. Default format.
- - xls. Microsoft Excel file.
- - dic. Informatica dictionary file.
|
Export field names as first row | Column name option. Select the option to indicate that the first row of the file contains the column names. |
Code Page | Code page of the reference data. The default code page is UTF-8. |
4. Click OK to export the file.
Enable and Disable Edits in an Unmanaged Reference Table
You can enable or disable updates to the data values and columns in an unmanaged reference table.
Before you change the editable status of the reference table, save the table.
1. Click Open.
The asset library opens.
2. Select the Reference Tables asset category, and select a reference table name.
The reference table opens in read-only mode.
3. To edit the current version of the reference table, click Edit.
To edit the reference table in a versioned Model repository, check out the reference table.
4. Open the Actions menu and select Alter Column Properties.
The Alter column properties dialog box opens.
5. Select or clear the Editable option.
Refresh the Reference Table Values
You might need to refresh the values that the Analyst tool displays for the reference table.
To reload the reference table values, click Actions > Refresh. The Analyst tool retrieves the current versions of the data values from database.