Creating Categories

Code maps are stored in a hierarchical manner Categories > Mappings. You can also create sub-categories under a category to provide one more level of categorization to mappings.

To create a category, follow these steps:

  1. Go to Application Menu > Data Catalog > Codeset Manager > Codeset Mappings.
  2. In the Code Mappings Workspace pane, right-click the Code Mappings node.
  3. Click New Category.

    4. The New Category page appears.

  4. Enter Category Name and Category Description.

    5. For example:

    • Category Name: EDW
    • Category Description: This category contains two code mappings, Gender Crosswalk and Marital Status Crosswalk.
  5. Click .

    6. A new category is created and saved under the category tree.

To create sub-categories under a category, follow these steps:

  1. Under the Code Mappings Workspace pane, right-click the required category.

  2. Click New Sub Category.

    3. The New Category page appears.

  3. Enter Category Name and Category Description.

    4. For example:

    • Category Name: EDW-Finance
    • Category Description: This sub-category contains two code mappings, Gender Crosswalk and Marital Status Crosswalk.
  4. Click .

    5. A new sub-category is created and saved under the sub-category tree.

Once a category is created, you can:

You can also manage it using the options available on the right-clicking category. Managing categories involves:

  • Updating categories
  • Deleting categories
  • Importing legacy maps
  • Assigning users