Reference Tables in the Analyst Tool > Create a Reference Table from Profile Data
  

Create a Reference Table from Profile Data

You can use profile data to create reference tables that relate to the source data in the profile. Use the reference tables to find different types of information in the source data.
You can use a profile to create or update a reference table in the following ways:

Creating a Reference Table from Profile Columns

You can create a reference table from a profile column. You can add a profile column to an existing reference table. The New Reference Table Wizard adds the column to the reference table.
    1. Open the Library workspace in the Analyst tool.
    2. Select the Profiles asset.
    A list of profiles appears.
    3. Find the profile with the column that you want to add to a reference table.
    4. Click Actions > Open.
    5. Select the column that you want to add to a reference table.
    6. Click Actions > Add to Reference Table.
    7. Select the option to Create a new reference table.
    Optionally, select Add to existing reference table.
    8. Click Next.
    The column name appears by default as the table name.
    9. Optionally enter another table name, a description, and default value.
    The Analyst tool uses the default value for any table record that does not contain a value.
    10. Click Next.
    11. In the Column Attributes panel, configure the column properties for the column.
    12. Optionally, choose to create a description column for rows in the reference table.
    Enter the name and precision for the column.
    13. Preview the column values in the Preview panel.
    14. Click Next.
    The column name appears as the table name by default. Optionally, enter another table name and a description.
    15. In the Save in panel, select the location where you want to create the reference table.
    The Reference Tables panel lists the reference tables in the location you select.
    16. Optionally, enter an audit note.
    17. Click Finish.

Creating a Reference Table from Column Values

You can create a reference table from the column values in a profile column. Select a column in a profile and select the column values to add to a reference table or create a reference table to add the column values.
    1. Open the Library workspace in the Analyst tool.
    2. Select the Profiles asset.
    A list of profiles appears.
    3. Select a profile to open it and click Actions > Open.
    4. Select the column that you want to add to a reference table.
    5. In the Values panel, select the column values you want to add. Use the CONTROL or SHIFT keys to select multiple values.
    6. Click Actions > Add to Reference Table.
    The New Reference Table Wizard appears.
    7. Select the option to Create a new reference table.
    Optionally, select Add to existing reference table, and click Next. Navigate to the reference table in the project or folder, preview the reference table data and click Next. Select the column to add and click Finish.
    8. Click Next.
    9. The column name appears by default as the table name. Optionally enter another table name, a description, and default value.
    The Analyst tool uses the default value for any table record that does not contain a value.
    10. Click Next.
    11. In the Column Attributes panel, configure the column properties for the column.
    12. Optionally, choose to create a description column for rows in the reference table.
    Enter the name and precision for the column.
    13. Preview the column values in the Preview panel.
    14. Click Next.
    15. The column name appears as the table name by default. Optionally, enter another table name and a description.
    16. In the Save in panel, select the location where you want to create the reference table.
    The Reference Tables: panel lists the reference tables in the location you select.
    17. Optionally, enter an audit note.
    18. Click Finish.

Creating a Reference Table from Column Patterns

You can create a reference table from the column patterns in a profile column. Select a column in the profile and select the pattern values to add to a reference table or create a reference table to add the pattern values.
    1. Open the Library workspace in the Analyst tool.
    2. Select the Profiles asset.
    A list of profiles appears.
    3. Select the column that you want to add to a reference table.
    4. In the Patterns panel, select the column patterns you want to add. Use the CONTROL or SHIFT keys to select multiple values.
    5. Click Actions > Add to Reference Table.
    The New Reference Table Wizard appears.
    6. Select the option to Create a new reference table.
    Optionally, select Add to existing reference table, and click Next. Navigate to the reference table in the project or folder, preview the reference table data and click Next. Select the column to add and click Finish.
    7. Click Next.
    8. The column name appears by default as the table name. Optionally enter another table name, a description, and default value.
    The Analyst tool uses the default value for any table record that does not contain a value.
    9. Click Next.
    10. In the Column Attributes panel, configure the column properties for the column.
    11. Optionally, choose to create a description column for rows in the reference table.
    Enter the name and precision for the column.
    12. Preview the column values in the Preview panel.
    13. Click Next.
    14. The column name appears as the table name by default. Optionally, enter another table name and a description.
    15. In the Save in panel, select the location where you want to create the reference table.
    The Reference Tables: panel lists the reference tables in the location you select.
    16. Optionally, enter an audit note.
    17. Click Finish.