Expand Dataset data

The Expand Dataset data feature allows you to extend or create the data from one Favorite View (From View) into another dataset based on the template of another Favorite View. This feature creates necessary combination of keys - specifically basic keys present in From View and Expanded View being added in the records of To Dataset.

You can use this feature for:

  • Expanding and distributing data to another Key dimension. This can be Style to Style + Color or other Keys like Category to Category + sub category or Style + Color to Style + Color + Size. Key records in the To Dataset will be created if missing.
  • Main item to Main Item + components using a Favorite View (expansion view) that contains the Bill of Material or Component list and component quantity.
  • Redistributing values with updated template. For example, one dataset has Style + Color. The From View is aggregated to Style and the Expansion view contains the template for Style -> Style - Color the distribution ratio.

The Expand Dataset data window has arrows, and the colors of these arrows indicate messages that are typically shown in the status bar. The red arrow means there are no keys matched with the selected options and that need to be checked. The blue arrow means keys are matched and can be used to expand data.

You can select one out of four actions to handle values.

  • Distribute by Value - When selected, this action distributes the value of From View measures and placed the data on data type of To Dataset.
  • Copy distribution values - When selected, this action transfers the values of Expansion View measure and placed the data on the data type of To Dataset.
  • Multiply by value - When selected, values in measure of From View are multiplied by values of Expansion View measure and placed on the data type of To Dataset.
  • Copy from value - When selected, values of From View measure are transferred and placed on the data type of To Data set.

The Expand Dataset Manager automatically rounds off the values as they are placed on the To Dataset type, if and only if "integer" is enabled.

There are two ways of expanding a dataset data, through:

  • Menu
  • Workflow