Configuring Expand Dataset Data through menu
- From the menu, select Data > Expand Dataset Data.
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On Configuration, specify this information:
- Name
- Specify the configuration name of Expand Dataset Data. Optionally, you can save the configuration.
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Note: While saving is not required, it is considered best practice because the saved configuration is reusable and you can run it through a workflow.
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On Options, specify this information:
- Set change mark
- Select this option to let DMP know that the value has been updated and needs to be exported.
- Set phantom mark
- Select this option to let DMP create the keys in the To Dataset as phantoms.
- Action
- Select an option from the list.
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This table shows the available actions that you can select to handle the values:
Action Function Usage Distribute by value Distributes the values from the From view measures and places them in the data type of the To Dataset This is the default option. Creates the necessary keys and cells, and distributes the values from the From view using the measure in the Expansion view.
Copy distribution values Transfers the values of the Expansion view measure and places them in the data type of the To Dataset Creates the key combinations and copies a value from the Expansion view to each cell in the dataset, such as a templated profile of values. Multiply by value Multiplies the values in the measure from the From view by the values in the Expansion view measure, and places the result in the data type of the To Dataset Creates keys and cells with values that are the result of multiplying the Expansion view measure by the From view measure. As a result, you can use the Expansion View as a Bill of Materials and generate all the components based on the value of the main product in the From View. Copy from value Transfers the values of the From view measure and places them on datatype of To Dataset Creates key combinations and copies a value from the From view into each cell in the dataset. This is useful for copying an index from the From view so that each key in the dataset shares the same value.
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On From and Expansion, specify this
information:
- Favorite View
- Select a favorite view from the list. Ensure the arrow is blue to proceed. Blue indicates that there is a key match. Typically, this requires the template key to exist in the From view, Expansion view, and To Dataset. The template key or keys are the matched keys shown in green in the Data Information dialog box.
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On To, specify this information:
- Dataset
- Select a dataset from the list.
- Data Type
- Select a data type from the list. If the data type selected is an integer, the expected value is rounded off. To verify, navigate to Datasets > Properties > [Name of dataset] > Datatypes > Format > Integer.
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On Key and Key Definition, the number
of enabled Key and Key Definition
fields depends on the keys defined in the To
Dataset that are not present in the assigned Expansion View or
Favorite View.
To configure these fields, you can:
- Use constants or keys from the From or
Expansion Favorite
View.
Use square brackets. For example, Item Number = [Style]-[Color]. The fields can include Basic Keys, Extra Keys, and Text Keys.
Use the
SUBSTRING([KEY], start, length)
function to extract part of a key. For example,SUBSTRING([Item Number], 1, 6)
returns the first six characters of the Item Number.
- Use constants or keys from the From or
Expansion Favorite
View.
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On Key State, different options for the generated key
records in the To
Dataset are allowed.
Select an option from the list:
- None: Key state is not affected. The new records are set to 1-New key state.
- From: Key state is set to the same value as the From view.
- Expansion: Key state is set to the same value as the Expansion view.
- Fixed Key state value: Key state is set to the selected value.
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Click OK.
The progress bar indicates the status of the configuration.
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Click Info.
The Data Information dialog box is displayed. This shows the From view definition, the Expansion view definition, and the To Dataset.Note: The matching keys are displayed in pink and copied keys are displayed in green.