Creating Reference Tables

Reference tables store reference data. You can create reference tables in new or existing reference folders. You can also create reference tables under the reference sub-folders.

To create reference tables, follow these steps:

  1. Go to Application Menu > Data Catalog > Reference Data Manager.
  2. In the Workspace pane, right-click a reference folder or sub-folder.

    3. For example, if you right-click a reference folder the following options appear.

  3. Click New Table.

    4. The New Reference Table page appears.

  4. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    5. Field Name

    Description

    Folder Name

    Specifies the name of the reference folder.

    For example, NASDAQ Healthcare.

    It is autopopulated and cannot be edited.

    Table Name

    Specifies the name of the reference table.

    For example, Data_Classifications_Levels.

    Version

    Specifies the version of the reference table.

    For example, 1.00.

    It is autopopulated and cannot be edited.

    Owner

    Specifies the reference table owner's name.

    For example, Talon Smith.

    Data Steward

    Specifies the name of the data steward responsible for the reference table.

    For example, Jane Doe.

    For more information on configuring data stewards, refer to the Configuring Data Stewards topic.

    Description

    Specifies the description about the reference table.

    For example: This reference table serves as domain for the data classification column.

    Import Data from Spreadsheet

    Use this check box to import reference data into the reference table from the XLSX file. For more information, refer to the Importing Data from Spreadsheets section below.
  5. Click .

    6. A reference table is created and saved in the Reference Tables tree.

Importing Data from Spreadsheets

To import reference data from MS Excel files, follow these steps:

  1. On the New Reference Table page, click the Import Data from Spreadsheet check box.
  2. Drag and drop or use to browse and select the XLSX file.
  3. Click Next.

    4. The Preview Screen page appears. To exclude a column from the import process, double-click the column header and click NOT_IN_USE.

  4. Click .

    5. The reference data is imported into the reference table.

If you do not click the Import Data from Spreadsheet check box, you need to add columns to the reference table and then add column values:

You can manage a reference table using the options available on right-clicking the reference table. Managing reference tables involves:

  • Altering reference tables
  • Copying reference tables
  • Assigning users to reference tables
  • Deleting reference tables