Source Layout tab (Fig.) is where you set up the composition of the original data source table and columns’ attributes such as source columns’ data types, sizes, lookup sources, etc.
At a minimum, the column name, data type and column size must be set up for each field of the source in order for the layout to be valid. The system will not allow you to Save the setup without a valid layout.
the button allows you to select an existing source’s layout table which you can use as the template for the new source layout.
1. Setting up Columns Parameters
Some of the characteristics of the column are mandatory, while some are arbitrary. The system will not allow you to proceed with the setup without entering the mandatory specifications for the source columns.
2. Column Name (Mandatory)
This name will be used by the system for column locating and referencing.
The column description you enter here will appear in lookup windows.
This entry will appear at the head of the column in the reports or GUI screens.
5. Data Type (Mandatory)
Using the arrow button’s list menu (Fig.) to specify what data type will be contained in this column.
6. Size (Mandatory for VARCHAR data)
In this window enter the number of characters you know the entry would not exceed.
7. Allow Nulls
Space or empty string is considered a value except in Oracle where empty strings are not allowed. Checking the Allow Nulls box instructs the system to accept the data even if it is missing.
Put a checkmark there if you are content with the fact that this field is empty (it does not contain a blank or space or any other value.
8. Allow Defaults
If you have missing data you may allow for default values to be inserted. Click the allow defaults button and you see two single quotes appear in the default value field. Between these single quotes, you may enter any value that is compatible with the data type value that you want the system to use as default in case of the missing value.
If you have checked Allow Nulls, the Null becomes the default.
If you enter a Default Value with Allow Nulls checked, it overrides the Allow Nulls setting.
9. Default Value
Into this input field you can enter any value you would like to appear in the column by default.
Note: DO NOT allow Nulls and Defaults if you do not want the system to load data with missing n values.
Note: Default values can be used in conditions for data selection. Null can be only used in the Freehand Expression condition.
10. Synth(etic) Content
The synthetic content field may be used in cases when you want to create a new column and populate it with values resulting from calculation following a formula, which you input here. Synthetic content fields do not physically exist in the database but only appear on the viewer screens. The drawback of synthetic fields is that they cannot be used for mapping or in drill down.
11. Lookup Source
Put a checkmark here if you want the column you are setting up to have a lookup. Lookup sources serve a double function:
1. They facilitate data entry during the definition of the tasks by allowing you to find required values quickly avoiding the possibility of error.
2. During manual adjustments, the lookup acts as a validation tool making it impossible to input nonexisting values. Every time, when doing manual adjustments you enter anything into a field which has a lookup attached to it, the system runs a check of the validity of the entry and rejects entries that do not exist.
Note: Prior to setting up the Main Source, the Lookup sources should be agreed upon and set up. Please refer to the next chapter for detailed instructions on how to build lookup sources.
12. Lookup Code Column
In the Lookup Code input field, you enter the name of the Code column for the lookup source. Clicking on the arrow button opens a menu with the list of columns for the selected lookup source.
13. Lookup Description Column
In this input field, you enter the name of the Description column for the lookup source. Clicking on the arrow button opens a menu with the list of columns for the selected lookup the source.
14. Parent Columns
Specifying the Parent column for the lookup gives you a more optimized way of retrieving static values from the lookup source. It does this by showing you only the values, which are associated with the parent column specified in this field. The lookup listing cities, for example, would be limited to a certain country if the Country column was set as a parent to the Cities column.
15. Display Format
The display format allows you to choose how you want to display the column contents. This feature is active only for the columns that contain numeric data with decimal points (FLOAT) and dates (DATE). The arrow button opens the menu listing Date (Fig.1 ) and Numeric (Fig.2 ) formats supported by the system.
16. Aggregated Function
This parameter is determined by the Aggregation setup. It is filled by the system when you save Aggregation.
17. Is Count Field For
Used in Averages calculations, this parameter is determined by the Aggregation setup. It is filled by the system when you save Aggregation.
18. Is Hidden
In this field, you can set up default visibility of the column in the viewer screens. Setting here can be overwritten on the Viewer -> Header Manager Screen.