This section will refer to the Reference Data Management dashboard found on the Desktop and all relevant materials and functions associated with the dashboard. The Reference Data Management dashboard will allow you to do the following:
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Furthermore, you can use these links to navigate to the information you need when working with the dashboard:
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Querying a table result
To query a table, you will use the Get Started button from the initial dashboard page or you can click on the Query button on the result view. A Query dialog will open where you will configure the criteria for your query.
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Options
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Description
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Reference Data Profile
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Allows you to select a Reference Data profile that contains the table you want to query from. For more on Reference Data profiles, you can refer to Reference Data Profile.
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Table
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A dropdown list of tables configured in the selected Reference Data profile. You select from one table in the list to perform your query on.
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Show Columns
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This option appears once you have selected a profile and a table. This displays all the column names available in the selected table. You can remove and add the columns at your choosing to be displayed in the query result. Clicking on the All button will select all the columns in the table.
All columns are selected by default.
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Data Set Size
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This option appears once you have selected a profile and a table. The value in this field controls the maximum size of the retrieved data sets. The queried data is fetched from the Platform in data sets of configurable size. A large size typically results in a faster query but it may take longer to display the first dataset.
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Query Expressions
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This option appears once you have selected a profile and a table. Query Expressions allow you to filter the query results according to the criteria you configure in this option. Click on New Expression to add one to the query.
Query Expressions
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Options
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Description
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Column
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This is a column in the selected database table.
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Operator
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This is a comparison operator that is applied to the values in the specified column and the value.
The available operators are:
equals
not equals
like
not like
greater than
greater than or equals
lesser than
lesser than or equals
between
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Value
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This field contains a value that is used in the expression. When between is the selected operator, two value fields are displayed.
You can use SQL wildcards such % and _ with the operators like and not like.
An underscore (_) in the pattern matches exactly one character (as opposed to one byte in a multibyte character set) in the value.
A percent sign (%) in the pattern can match zero or more characters (as opposed to bytes in a multibyte character set) in the value. The pattern '%' cannot match a null.
Steps to Query a result
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On the Query dialog, choose a Reference Data Profile by clicking on the Browse button. Look for and select the profile that has the tables you want to search from using the Select Reference Data Profile dialog.
Select a table from the Table dropdown list. The tables configured in the Reference Data Management profile will appear here.
Choose the columns you will want to view in the query results and configure the maximum data set value should you require it to be set to a different number.
You can also add query expressions to refine the result of the query by filtering out certain data. If you did not configure any expressions, the entire table (up to the number set in the data set value) will be displayed.
Click on Apply and the result will be shown in a view. From this view, you can then query again, insert a new row, edit the fields in the view, delete rows, refresh the view, export the data set, export the entire table or import from data from a CSV file.  |
Inserting new data into the table
Reference Data Management
Editing an existing field in the table
Importing from a file into the table
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| Child pages (Children Display) |
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Menu Bar
A menu bar is available at the top of the Web UI. This bar allows you to select from the tabs, the operations that you will want to use Reference Data Management, such as Query, Edit and Export/Import. There is also a logout button to log you out of the web UI.
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Item | Description |
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Refresh State Interval | Use this field to set the status line refresh interval in seconds. |
Refresh State | Click on this button to refresh the status line. |
Stop | Click on this button to stop the active process. |
Edit Tab
In the Edit tab you can:
Edit, delete, and insert rows
Filter table data
Select columns to display
Change sorting order
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Web UI - Edit tab
Item | Description |
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Select All | This button selects all the displayed rows. |
Clear All | This button clears the selection of all rows. |
Toggle Filtering | This button opens a text box above each column label. You can use this text box for filtering rows. |
Show Only Modified/Show All | This button toggles filtering of unedited rows. |
Export/Import | This button opens the Export/Import tab. |
Columns | This button opens a dialog where you can select columns to display. |
Pagination Control | The pagination control is displayed if there is more than one page for the data set. You can use this control to navigate between pages. |
Previous Data Set | This button is displayed if there any previous data sets. |
Next Data Set | This button is displayed if there any consecutive data sets. |
Insert | This button opens a dialog where you can insert rows. |
Update | This button opens a dialog where you can edit selected rows. |
Delete | This button opens a dialog where you can delete selected rows. |
Cancel Selected | This button cancels changes on the selected rows. |
Cancel All | This button cancels all changes. |
Review | This button opens a page where you can display all your edits and commit the changes to the database. |
To insert a row:
Click the Insert button. The Data Editor dialog opens.
Fill out the form in the dialog and click Apply Changes and Exit.
Click Review. All the pending changes are displayed.
Click commit.
To update rows:
Alternative A:
Click on the cells in the grid that you want to edit and update the value.
Alternative B:
Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.
Click the Update button. The Data Editor dialog opens.
Edit the field values.
Use the paginator control to navigate between the selected rows.
Click Apply Changes And Exit.
Click Review. All the pending changes are displayed.
Click Commit.
To delete a row:
Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.
Click the Delete button. The Data Editor dialog opens.
Use the paginator control to navigate between the selected rows.
Click Apply Changes And Exit.
Click Review. All the pending changes are displayed.
Click Commit.
Export/Import Tab
In the Export/Import tab you can bulk load data to and from the database.
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