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 change the columns in a reference table. You can also set the reference table properties.
1. Click Design > Open.
2. Choose the Reference Tables asset.
3. Click the reference table name to open it in the Reference Table panel.
4. Click Actions > Edit Table.
The Edit column properties dialog box appears. Use the dialog box options to perform the following operations:
- - Change the valid column in the table.
- - Delete a column from the table.
- - Change a column name.
- - Update the descriptive text for a column.
- - Update the editable status of the reference table.
- - Update the audit note for the table. The audit note appears in the audit log for any action that you perform in the Edit column properties window.
5. When you complete the operations, click OK.
Managing Rows
You can add, edit, or delete rows in a reference table.
1. Click Design > Open.
2. Choose the Reference Tables asset.
3. Click the reference table name to open it in the Reference Table panel.
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 window, enter a value for each column. Optionally, enter an audit note.
Click OK to apply the changes.
- - To edit a data value, double-click the value in the reference table and update the value
After you edit the data, use the row-level options to accept or reject the edit.
- - To edit multiple rows, select the rows to edit and select Actions > Edit.
In the Edit Multiple Rows window, enter a value for each column in the row. Optionally, enter an audit note.
Click OK to apply the changes for each row.
- - To delete rows, select the rows to delete and click Actions > Delete.
In the Delete Rows window, optionally enter an audit note.
Click OK to delete the data.
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 Design > Open.
2. Choose the Reference Tables asset.
3. Click the reference table name to open it in the Reference Table panel.
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. Search the columns you select for the data value in the Find field.
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.
- - Use the Highlight All option to display all instances of the value.
- - To replace all instances of the value, select Replace All.
Exporting a Reference Table
Export a reference table to a comma-separated file, dictionary file, or Microsoft Excel file.
1. Click Design > Open.
2. Choose the Reference Tables asset.
3. Click the reference table name to open it in the Reference Table panel.
4. Click Actions > Export Data.
The Export data to a file window appears.
The following table describes the options on the Export data to a file window:
Option | Description |
---|
File Name | File name for the exported data. |
File Format | Format of the exported file. You can select the following formats: - - csv. Comma-separated file.
- - 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. |
5. Click OK to export the file.
Enable and Disable Edits to an Unmanaged Reference Table
You can configure an unmanaged reference table to enable or disable updates to data values and to columns in the table.
Before you change the editable status of the reference table, save the table.
1. Click Design > Open.
2. Choose the Reference Tables asset.
3. Click the reference table name to open it in the Reference Table panel.
4. Click Actions > Edit Table.
The Edit column properties window appears.
5. Select or clear the Editable option.
When you change the editable status of the reference table, the properties dialog box closes.
Refresh the Reference Table Values
Use the Refresh option to update the reference table to the latest values in the Analyst tool.
You might need to refresh the reference table values that appear in the Analyst tool. For example, someone might change the reference table in the Developer tool and you need to view the latest changes. Reload the reference table data with the Refresh option.
To reload the reference table values, click Actions > Refresh.