Difference between revisions of "Tabular Data Manager: Template Management"

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(Definition and Validation Template)
(New Template)
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=== New Template ===
 
=== New Template ===
  
A table template can be defined in two steps:
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A table template can be defined in three steps:
# Definition and Validation of initial structure of the Template;
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# Definition of metadata
# Definition of Actions to execute.
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# Definition and Validation of initial structure of the Template
[[Image:choosetemplete.png|700px|thumb|center|Tabular Data Manager, template type:  dataset, codelist, generic]]
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# Definition of Actions to execute
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==== Definition of metadata ====
 
In this first step the user has to select :
 
In this first step the user has to select :
 
* '''TEMPLATE TYPE'''  the TabularResource type that the template will create (DATASET, CODELIST or GENERIC)
 
* '''TEMPLATE TYPE'''  the TabularResource type that the template will create (DATASET, CODELIST or GENERIC)
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** ''SAVE'' stores all rows with errors in a file and continue the execution.
 
** ''SAVE'' stores all rows with errors in a file and continue the execution.
 
* '''NUMBER OF COLUMNS'''  the number of columns of the initial structure   
 
* '''NUMBER OF COLUMNS'''  the number of columns of the initial structure   
 
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[[Image:choosetemplete.png|700px|thumb|center|Tabular Data Manager, template type:  dataset, codelist, generic]]
 
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+
 
   
 
   
==== Definition and Validation Template ====
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==== Definition and Validation of initial structure of the Template ====
 
In this step the users choose the categories and data types for each column.
 
In this step the users choose the categories and data types for each column.
  
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[[Image:flow.png|700px|thumb|center|Template, Flow dialog creation]]
 
[[Image:flow.png|700px|thumb|center|Template, Flow dialog creation]]
  
==== Definition and Validation Post Operations ====
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==== Definition of Actions to execute ====
Users can add post operations to the template defined in step 1.  
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Users can add Actions to be applied to the template defined in step 2.  
  
 
The available operations are:
 
The available operations are:

Revision as of 15:30, 25 May 2015

Template

In this menu, there is the possibility to create new, open or delete your templates.

Tabular Data Manager, Template tab

New Template

A table template can be defined in three steps:

  1. Definition of metadata
  2. Definition and Validation of initial structure of the Template
  3. Definition of Actions to execute


Definition of metadata

In this first step the user has to select :

  • TEMPLATE TYPE the TabularResource type that the template will create (DATASET, CODELIST or GENERIC)
  • NAME
  • AGENCY
  • DESCRIPTION
  • ON ERROR the behavior of the execution in case of errors
    • ASK stops the execution;
    • DISCARD remove all rows with errors and continue the execution;
    • SAVE stores all rows with errors in a file and continue the execution.
  • NUMBER OF COLUMNS the number of columns of the initial structure
Tabular Data Manager, template type: dataset, codelist, generic

Definition and Validation of initial structure of the Template

In this step the users choose the categories and data types for each column.

Users can see visualized in the guide structure the constraints and the mandatory fields of creating all types of tables:

Tabular Data Manager, Structure of a codelist template
Tabular Data Manager, Structure of a dataset template
Tabular Data Manager, Structure of a generic template

Rules

During definition and validation of a template users can add one or more expressions for data validation (Rules) on a column already defined (with category and data type) only if a rule is allowed for the category selected.

Template, Rule definition on Measure Column
Template, e.g. of a template with two rules

Flow

Flows are a special type of TabularResource that can be created only from a Template. Adding a flow on Template Definition means that every entry resulted from the application of this template will be copied in the selected FLOW. The flow, once created, cannot be modified it can only be cloned or analysed using the Analyse Tab.

User has to fill all the needed metadata (as for the creation of a new TabularResource) and also has to select the behavior in case of duplicate entries.

Template, Flow dialog creation

Definition of Actions to execute

Users can add Actions to be applied to the template defined in step 2.

The available operations are:

Add Column;
Remove Column;
Create Time Dimension;
Aggregate By Time;
Normalize;
Undo Latest (Operation).
Template, Post Operations

Users can show the history of the applied operations selecting History Operations

Add Column

Template, Add Column Operation

Create Time Dimension

Template, Create Time Dimension Operation

Aggregate By Time

Template, Aggregate By Time Operation

Normalize

Template, Normalize Operation

Open Template

Users can use a pop-up window which enables selecting and open the template

Delete Template

Users can use a pop-up window which enables delete the selected template

Apply Template

The Apply Template function allows to apply a temple to your tabular resource. Your resource should follow the structure define in the template......................

Tabular Data Manager, Applying the template to a tabular resource