Add or modify column specifications

If you selected XML Document as your data source type, you need to properly modify the column specifications for an XML Document data source.

  1. Go to Step 2 Define InfoSet of the InfoSet wizard.
  2. Add or modify column specifications.:

    Select how to tag the data column. The selection determines what you can do with the corresponding data.

    Burst On

    Select this check box to burst on the data column.

    For more information about bursting, see Bursting and hierarchical analysis.


    Type the data column name to display in the InfoSet. Specify a unique name for each data column within the InfoSet.

    Display Name

    Type the data column name to display in notifications and reports.

    Smart Notification saves the display name in the location you set up (for example, if the user's location is US English, then Smart Notification saves the display name as US English). However, users with other locations can modify the display name to create a display name for their specific locals.

    If Smart Notification cannot find a location, it defaults to the first location.


    Select the type of data that is stored in the data column. Smart Notification must be able to convert the existing data to the data type you select. For example, if you select currency as your data type, the data source must be numbers.

    The options presented depend upon the data column's Key.

    The selected type appears in the example format column on the right of the InfoSet Wizard window.


    Specify the category to assign the data column. Assigning a category to a data column allows users to access and search for the corresponding information from a notification.

    When you click +, the Pick Tree Locations screen appears.

    • Use the Navigate section to locate the category to add the data column.

    • Use the Your Selection section to verify or remove your selections.

    You can select several categories in the Pick Tree Locations screen. However, Smart Notification stores and uses only your first selection.

    Good Direction

    Select the good direction for the data column. This field indicates the desired data change.

    Source Name

    This field appears if you selected a relational database as your data source. By default, Smart Notification uses the column name as it appears in the database.

    Type a meaningful name for the data column.


    This field appears if you selected a delimited or property data source.

    If you selected a delimited data source, type the column number from which you want Smart Notification to put the data. The delimiter determines the column number, with the first column having an index of zero.

    The data is always stored in the same order as the column you defined. For example, if you are using a CSV file, column zero contains data up to the first comma and column one contains data up to the next comma.

    If you selected a property data source, type the column number from which you want Smart notification to get the data. The property, not the property value, determines the column number. For example, if your property and value is Sales.Qtr1=100000, column zero contains Sales, column one contains Qtr1.


    You cannot edit strings and email formats.

    This column specifies how the data displays in the notification. To edit the format, click the item to modify. The Column Description Editor Format screen displays. Use this screen to specify formatting options.

    For all number types you can specify whether or not the values are grouped by thousands.

    • For float, currency, and percent you can specify how many decimal spaces display.

    • For currency you select a currency type (currency types are available from the server).

    • For percent, you can specify whether or not to show the percent sign. If you decide not to show the percent sign, the data appears in decimal form (for example, .55). If you decided to show the percent sign, the data appears as a percentage (for example, 55%).

      You can also specify whether the value in the data is already a percent value. If the data is already in a percent value and you do not select this option, the data would not display properly. For example, if your value is 55% and you do not select this option, the data value appears as 5500% on your notification.

    • For date formats, you can specify how the dates are read and written. For each date type, you can either select a date or specify the date format by using the symbols. Smart Notification does not apply the date format to dates that are read from the source as dates (and not as strings).


    Specify the order in which you want the data columns to appear.

    Click the arrow corresponding to the direction to move the column.


    Click the red x to remove the data column from the InfoSet.