Working with Dataset Operations

Working with Dataset Operations

In Data Dictionary, the features of the selected dataset are displayed in the PREVIEW pane. You can perform some operations on these features to show/hide them, modify them, change/view the properties, and so on.

Performing Dataset Operations

To perform the dataset operations, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The selected dataset has a blue highlight around it. Here, the dataset NewCustomerInfo is selected.
  2. Click PREVIEW at the bottom of the data dictionary canvas.


    The PREVIEW pop-up is displayed.
    The features of the dataset NewCustomerInfo are displayed in the PREVIEW pane.


  3. In the PREVIEW pane, hover over the dataset column, and click the ellipsis () corresponding to the dataset column to perform dataset operations.
    The list of available dataset operations is displayed.

  4. Select the desired operation as per your requirement from the list to modify your dataset.
    These operations are shown in the figure below.

(info)Notes:

  • The effect of Hide/Show and Rename operations can be seen in the PREVIEW pane.
  • The result of the other operations (Editing properties and adding enumeration) is seen when you explore the dataset or use it in a workbook or a workflow.
  • The Enumeration option is visible only for the dataset columns with enumerated values. It is not visible for all the columns in the selected dataset.

These operations are explained in detail in the following sections.

Hiding a Feature

You can hide one of the features in the selected dataset node from the PREVIEW pane. Hiding a feature conceals it from your view. You can also unhide the feature you have hidden.
To hide a feature, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. Click the ellipsis () corresponding to the feature you want to hide.
    A list of options is displayed.
  3. Click Hide.



    The feature is hidden from the view, as shown in the figure below.



  4. Click the Save icon (  ) on the top right corner of the Data Dictionary page to save the change to the data dictionary.

Showing a Hidden Feature

To show the hidden feature, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. Click the ellipsis () corresponding to a hidden feature you want to unhide.
    A list of options is displayed.
  3. Click Show.



    The feature is displayed back in dataset PREVIEW, as shown in the figure below.



  4. Click the Save icon () on the top right corner of the Data Dictionary page to save the change to the data dictionary.

Editing Properties of a Feature

You can edit the properties of any feature in the selected dataset in the PREVIEW pane. To edit the properties of a feature, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. Click the ellipsis () corresponding to the feature you want to rename.
    A list of options is displayed.
  3. Click Edit Properties.



    The Edit Properties page is displayed.

  4. Edit the properties as per your requirement and click Save. Refer to the Table below.


    The feature is updated, and the new properties of the feature are displayed in the PREVIEW pane, as shown in the figure below.


  5. Click the Save icon () on the top right corner of the Data Dictionary page to save the changes.

The table given below describes the fields on the Edit Properties page.

Property

Description

Remark

DATASET COLUMN NAME

It displays the name of the column in the database.

—

NEW NAME

It displays the name of the column in the business layer.

The DATASET COLUMN NAME and NEW NAME are the same if you do not change the feature name.

DESCRIPTION

It displays the description of the dataset column.

This field is blank if you did not add any description.

NOTES

It displays the notes about the dataset column.

This field is blank if you did not add any notes.

VARIABLE TYPE

It displays the variable type of the feature.

The available options for variable type are:

  • numerical
  • textual
  • interval
  • categorical
  • geographical

DATA TYPE

It displays the data type of the feature.

You cannot edit this field.

AGGREGATION

It displays the default aggregation for the selected feature.

  • The default aggregation method is Count.
  • The available options for aggregation function are:
  • Count
  • Sum
  • Min
  • Max

Adding Enumeration for a Feature

You can add enumeration to your dataset. Enumeration is adding short values for the original values of a feature.
For example, consider a dataset containing the list of country names in the world. Using the Enumeration feature, you can add codes for the country names in your dataset - USA for the United States of America, UK for the United Kingdom, IND for India, and so on.
Enumeration is especially helpful for the datasets with text data and many columns

(info)Notes:

  • You can add enumeration for multiple features in a single dataset.
  • The enumerated values should be unique. If you add multiple enumerated values for a single value, Rubiscape considers only the latest enumerated value.
  • The enumerated values are displayed when you explore the data dictionary or use it in a workbook or workflow. You can notice that the enumerated values replace the original values.

You can select the type of enumeration you want to perform. There are two types of enumeration -

  • Manual enumeration – Adding enumerated values manually
  • CSV enumeration – Adding Enumeration values using a CSV file

The types of enumeration are explained in detail in the following sections.

Adding Manual Enumeration

You can add enumeration manually by adding enumerated values to a feature.
To perform manual enumeration, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. Click the ellipsis () corresponding to the required feature.
    A list of options is displayed.
  3. Click Enumeration.



    The Enumeration page is displayed.



  4. Select the Manual Entry radio button on the Enumeration page.

    The fields to create manual enumeration are displayed.

  5. Enter the new enumerated values you want to create in the Please enter new value field corresponding to each original value.

  6. Click Save.
    The Enumeration page is closed.



  7. Click the Save icon () on the top right corner of the Data Dictionary page.
    The newly created enumerated value is saved in the dataset.

(info)

Notes:

  • To remove the enumerated values, click the Clear File at the bottom left corner of the Enumeration page, and click Save.
  • You can add new values and the respective enumeration for those values in Manual Enumeration.
  • To add new entries to the selected dataset column in manual enumeration, click Add New Entry in the top right corner of the Enumeration page.

CSV Enumeration

You can perform enumeration using a CSV file. To perform CSV enumeration, you need to create a CSV file with original and enumerated values and save it in your system.
To perform CSV enumeration, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. In the PREVIEW pane, click the ellipsis () corresponding to the required feature.
    The list of options is displayed.
  3. Click Enumeration.



    The Enumeration page is displayed. The Uploading CSV option is selected by default.
  4. Click Browse to upload the CSV file containing original values and enumerated values from your system.

  5. Click the Select Original Column field drop-down and select the original column from the available list.

  6. Click the Select New Column field drop-down and select the new column from the available list.

  7. Click Save.



    The Enumeration page is closed.

  8. Click the Save icon () on the top right corner of the Data Dictionary page.
    The newly created enumerated column is saved in the dataset.

(info) Note:

To remove the selected CSV file and enumerated value, click the Clear File at the bottom left corner of the Enumeration page, and click Save.

Viewing Details of a Feature

You can view the properties of any of the features. To view the properties of a feature, follow the steps given below.

  1. Select the dataset from the data dictionary canvas.
    The features of the dataset are displayed in the PREVIEW pane. To view the PREVIEW pane, refer to Performing Dataset Operations.
  2. Click the ellipsis (  ) corresponding to the required feature.
    A list of options is displayed.
  3. Click Details. 



    The Details page is displayed. Refer to the Table below to understand the terms on the Details page.
  4. Click () to close the Details page.


    Figure: Feature Details Page

    The Details page is closed, and you are redirected to the main Data Dictionary page.

The table given below describes the details of a feature.

Property

Description

Remark

Business column name

It displays the name of the column in the business layer.

The Database column name and Business column names are the same if you do not change the feature name.

Database column name

It displays the name of the column in the database.

—

Description

It displays the description of the feature.

This field is blank if you did not add any description.

Data type

It displays the data type of the feature.

The available options for variable type are:

  • Integer
  • Float
  • Boolean

Variable type

It displays the variable type of the feature.

The available options for variable type are:

  • Numerical
  • Textual
  • Interval
  • Categorical
  • Geographical

Format

It displays the format of the feature if a feature is of interval type. For example, if a column contains Dates, then the format of date is displayed here.

It remains blank for other types of features.

Default aggregation

It displays the default aggregation for the selected feature.

  • The default aggregation method is Count.
  • The available options for aggregation function are:
  • Count
  • Sum
  • Min
  • Max

Show/Hide

It displays whether the feature is hidden or not. If the value is true, then the feature is displayed. If the value is false, then the feature is hidden.

—

Sample data

It displays up to ten unique entries in the dataset column as sample data.

In the Feature Details Page, only seven entries are displayed as there are no more unique entries in this dataset column.


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