The Reference Data Management Dashboard will allow you to do the following:

• Query the results from a table based on the Reference Data Management profiles in the system

• Filter certain results by using expressions in your query

• Insert new rows in your table

• Edit existing fields in your query results (For unsupported data types, please refer to <TODO>)

• Import existing data from a CSV file

• Export the entire table or queried result into a CSV file

You can access the dashboard from the Manage View. Go to Manage → Data Management and then select Reference Data Management.

When you click on the Reference Data Management button a page will appear that looks like this.

Click on Get Started to begin Querying a table result.

Furthermore, you can use these links to navigate to the information you need when working with the dashboard:

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.

Inserting new data into the table

Editing an existing field in the table

Importing from a file into the table

Exporting from the table

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.

Status Bar

A status bar is available after the menu bar. This bar indicates the selected Reference Data profile, selected table, and status of ongoing processes.

The processes that are  responsible for performing the various database operations can be time consuming. However, these are performed in the background and do not interfere with the Web UI.

The following controls are available in the status bar:

Item	Description
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.

Main Tab

You can select the Reference Data profile and table that you want to work with from the Main tab.

Web UI - Main tab

When you have selected the table that you want to work with, click Next to perform a query, or select one of the tabs.

Query Tab

In the Query tab you can configure:

• Row select conditions

• How results are displayed

• How data is retrieved (size of the data sets)

Web UI - Query tab

To Execute a query:

1. Select a column that you want to use in the condition.
   

2. Select a comparison operator.
   

3. Enter a value for the condition.
   

4. Use the 

   

    and 

   

    buttons to add more conditions to the expression, or remove an existing one. When there are multiple expressions, these are combined by AND logic.
   

5. Change the Options settings to values that are suitable for the queried table. 
   

6. Click the Choose Columns button. Uncheck the column names that you do not want to display in the result and click the OK button.

   

7. Click Execute Query And Show Results. The Edit tab containing a data grid is displayed. The data grid is displayed when the application has retrieved the first data set. The subsequent data sets are retrieved in a background process that you can monitor in the status bar.
   

   

Edit Tab

In the Edit tab you can:

• Edit, delete, and insert rows

• Filter table data

• Select columns to display

• Change sorting order

Web UI - Edit tab

Item	Description
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:

1. Click the Insert button. The Data Editor dialog opens.
   
   

2. Fill out the form in the dialog and click Apply Changes and Exit.
   
   

3. Click Review. All the pending changes are displayed.
   
   

4. Click commit.
    

To update rows:

1. Alternative A:

   1. Click on the cells in the grid that you want to edit and update the value.
      
      

2. Alternative B:

   1. Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.

   2. Click the Update  button. The Data Editor dialog opens.
      
      

   3. Edit the field values.

   4. Use the paginator control to navigate between the selected rows.

   5. Click Apply Changes And Exit.
      
      

3. Click Review. All the pending changes are displayed.
   
   

4. Click Commit. 

To delete a row:

1. Select one or more rows by either clicking on the check boxes on the leftmost side of the table or the Select All button.
   
   

2. Click the Delete button. The Data Editor dialog opens.
   
   

3. Use the paginator control to navigate between the selected rows.
   
   

4. Click Apply Changes And Exit.
   
   

5. Click Review. All the pending changes are displayed.
   
   

6. Click Commit. 

Export/Import Tab

In the Export/Import tab you can bulk load data to and from the database. 

To export a table:

1. Enter Separator Character.
   
   

2. Select Export All Rows.
   
   

3. Click Export. The data is exported to the file <schema name>.<table name>.csv .

Item	Description
Upload File	This button opens a file selection dialog. You can only select one file at a time but it is possible to upload multiple files for import. Each added file is listed below the button.
Import	This button starts the import of the selected file.
Abort	This button aborts the import of the selected file.
Remove	This button removes the selected file.
Text Qualifier Character	This field specifies the character that should be interpreted as the indicator to the text content for a particular field. The character for text qualifier is configurable between single quotes or double quotes. The default text qualifier are double quotes
Separator Character	This field specifies the character that should be interpreted as separator between values in the imported file. The default separator is  a comma.
Ignore Error during Import	When this check box is selected, errors during import are logged but does not interrupt the process.
Append	When selected, all rows to be imported into the table will be appended into the table as new rows.
Truncate	When selected, all rows in the existing table will be truncated and the rows will be imported into an empty table.

To import a table:

1. Click Upload file and select a CSV file. The contents of the file must be consistent with the columns and constraints of the selected table. You can repeat this step to import multiple files.
   

2. Enter Separator Character that is consistent with the selected files.
   

3. If a partial import is acceptable select the check box Continue On Error.
   

4. Click the Import button for each file that you want to import.