Work with columns

Change source-column selections

  1. On the model resource screen, select any existing pipeline.

  2. On the COLUMNS tab click the Columns drop-down to display a list of all source columns.

    • Make sure the Initial step is selected underneath the COLUMNS tab.

    • Columns that have already been added to the pipeline are checked.

  3. Uncheck columns to remove them from the output.

  4. Check columns to add them to the output.

  5. Click Apply.

  6. A confirmation appears in the Update Columns Selection area on the pipeline Design panel.

Delete and reinstate columns

Deleting a column removes it from the output of the step.

Note

  • This action can be performed on any step.

  • Any calculations included in the column are permanently deleted.

  • If you delete a column, even on the first step, you cannot remove source selections.

  1. Right-click the column entry in the columns list.

  2. Click Delete to remove the column name from the Out column.

  3. Reinstate a deleted column by clicking the drop-down box in the Out column, and clicking the corresponding column name. The column name reappears in the Out column.

Change step output columns

The data type used by a step column can be changed.

Note

If a column's data type is changed, and that column is used as a lookup, the corresponding lookup column's data type is also updated so that both columns' data types are the same.

  1. Locate the column entry in the pipeline schema on the pipeline tab.

  2. Click the column to select it.

    The column information appears in the Properties panel.

  3. In the Properties panel, click Data type (to the right of the column name).

  4. Click a new data type.

  5. For Binary and Text types only, enter a length in the text box that appears and click OK.

Note

Whenever possible, these length values are extracted from the source data (such as when using a CRM data source).

Change a column name and data type

  1. Click the column entry in the pipeline schema.

  2. Click the column to view its name on the Design panel. The name is editable.

  3. Change the name.

  4. Click the Data type button in the Design panel ( to the right of the column's name).

  5. Click a different data type from the drop-down if required. Click OK.

  6. Click a blank area of the screen to complete the operation.

Note

The new column name and data type will appear in the Out column of the pipeline schema.

Lookup column values from another pipeline

Note

To create a lookup, you must first have created a relationship between the pipelines.

  1. Access the model pipeline tab and click on a pipeline.

  2. On the COLUMN tab, click the + Lookup button.

  3. Select the required column you wish to add to the pipeline.

    1. Expand the desired table (using small arrow icons to the left of each applicable listed table).

    2. Select the check box adjacent to the desired column.

  4. Click the + Add button to add the lookup column to the pipeline schema.

    1. Expand the desired table (using small arrow icons to the left of each applicable listed table).

    2. Lookup values are also displayed at the bottom of the Preview pane.

  5. In the Properties pane, set the lookup-specific properties.

Add a calculated column

  1. On the pipeline's column tab, click the ➕ Calculation. A new column, called New Calculated Column, is added to the pipeline schema.

  2. On the New Calculated Column design panel, perform either of the following actions:

    1. Use the drop-down to select a Calculated Column Function Template.

    2. Enter a valid SQL expression.

  3. Click ▶ Apply .

Add a single column key

Increase the granularity of an attribute (other than the main key column of the pipeline's primary key) by adding additional columns to the attribute key.

Important

This feature cannot be used if the main key column of the pipeline's primary key is selected. Adding keys to the main key column creates a composite primary key for the pipeline.

  1. Select the attribute column.

  2. In the Additional key column text box (in the General area of the Properties panel), begin typing the name of the column that you want to add.

  3. Select the appropriate column.

  4. Repeat step 2 and step 3 until all of the desired additional attribute key columns are added to the current attribute column.