Creating Code Crosswalks (Mappings)

You can create code crosswalks (mappings) for the source and target codesets in Codeset Manager. These codesets can have the same or different code values. Using the Auto-Map functionality, you can map codesets having same code values. Codesets having different code values can be mapped using the drag and drop method.

A category can hold multiple code maps. Code maps are stored in a hierarchical manner, Category > 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. Creating Category Code Crosswalks
  3. Click New Category.

    4. The New Category page appears.

    New Category Codecrosswalks Window
  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 Icon Save User.

    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. Subcategories Codemap

  2. Click New Sub Category.

    3. The New Category page appears.

    New Category Codecrosswalks Window
  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 Icon Save User.

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

You can use Auto-Map functionality to map source and target codesets having same code values.

To create code mappings when source and target codesets have same code values, follow these steps:

  1. Right-click the required category.
    2. Creating Code Crosswalks
  2. Click New Map.

    3. The New Codeset Map page appears.

    New Codeset Map Window
  3. Enter Codeset Map Name and Codeset Map Description.

    4. For example:

    • Codeset Map Name - Gender Crosswalk
    • Codeset Map Description - The codeset map is the code mappings between the two codesets, Misc Gender Codes and Gender.
  4. Select the Source Codeset/System and Target Codeset/System.
  5. Select the Auto Map check box and click Icon Save User.

    6. A new code mapping is created and source and target codesets are mapped in the Codeset Mapping Grid.

    Code Mappings Auto Map

  6. Click Icon Validate Code Mappings to validate the code mapping.

You need to use drag and drop method to map codesets having different code values.

To create code mappings when source codesets and target codesets have different code values, follow these steps:

  1. Right-click the category.
    2. Creating Code Crosswalks
  2. Click New Map.

    3. The New Codeset Map page appears.

    New Codeset Map Window

  3. Enter Codeset Map Name and Codeset Map Description.

    4. For example:

    • Codeset Map Name - Gender Crosswalk
    • Codeset Map Description - The codeset map is the code mappings between the two codesets, Misc Gender Codes and Gender.
  4. Select the Source Codeset/System.
  5. Click Icon Save User.

    6. The source codesets details are updated in the Codeset Mapping Grid.

    Code Mappings Auto Map

  6. Click Icon Edit.
  7. Scroll to right of the Codeset Mapping Grid to see the Target Code Value column.
  8. In Codeset Tree, expand the target category and the Codesets node.
  9. Drag and drop the target codeset into the Code Set Mapping Grid under the Target Code Value column.

    10. Code Mappings Drag

  10. Click Icon Save Code Mappings.

    11. The code mappings are successfully saved.

  11. Click Icon Validate Code Mappings to validate the code mapping.

    12. The code map is validated. Ensure that all the required codes are mapped.

    Use the following options:

    Export

    To download the code map details in .xlsx format, click Icon Download Excel.

    Extend Mapping Grid

    To extend the Codeset Mapping Grid, click Icon Extend Codeset Grid.

Once the code map is created, you can: