Reference Tables in the Analyst Tool > Reference Table Updates
  

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:
    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:
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:
    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:

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.