Customizing the Metadata Component

  To customize the Metadata component:

1. Use the Interactive Reporting document from the Adding and Configuring the Metadata Button procedure.

2. From Sections, select QIQ Metadata Query.

   This query contains sample metadata tables, which must be replaced.

  To replace the sample tables with metadata tables:

1. From the catalog pane, expand Tables.

   Tables contains a list of topics, including metadata topics.

   Sample.oce log on is displayed.

2. Click OK.

3. Select DataModel, then Data Model Options.

4. Clear Auto join tables, and click OK.

5. Drag the replacement pair of metadata topics onto the dashboard.

   For example, topics called Meta Data Tables and Meta Data Columns describe tables and columns in the database.

6. Create joins between the topics.

   1. From Meta Data Tables, select Owner, and drag it to the corresponding Owner item in Meta Data Columns.

   2. For the Table Name item, repeat the step 6a.

      The result is two joins between the topics.

  To ensure that the Metadata component points to the correct metadata tables in the database:

1. On the Request line, double-click each item, and, in Item Properties, click Reference.

2. Replace the reference with the topic and item values, as shown in Table 22.

   Table 22. Replacement Request Line Items

   Request Line Item	Topic	Item
   Table Business Name	Meta_Data_Tables_2	Business_Name
   Column Business Name	Meta_Data_Columns_2	Business_Name
   Table Name	Meta_Data_Tables_2	Table_Name
   Column Physical Name	Meta_Data_Columns_2	Column_Name
   Column Description	Meta_Data_Columns_2	Description
   Column Usage Notes	Meta_Data_Columns_2	Usage_Notes
   Column Transformation Rules	Meta_Data_Columns_2	Transformation_Rules
   Column Source System	Meta_Data_Columns_2	Source_System

3. Remove the sample request items that do not exist in the metadata topics.

4. Drag items from the metadata structures to the Request line to make them visible.

  To update Filter line items:

1. On the Filter line, delete Table Name and Column Name.

   The deleted items reference the old topics.

2. Add the equivalent columns from the metadata topics, name the first filter Table Name and the second filter Column Name.

3. From Meta Data Tables 2, add Table Name, and from Meta Data Columns 2, add Column Name as filters.

4. In Filter, click Show Values, Select All, and OK.

   Values must be assigned to a filter before being added to the filter.

5. Delete the original sample metadata topics from the content area.

6. Double-click Meta Data Tables 2.

   Topic Properties is displayed.

7. Rename Topic Name as Meta Data Table, and click OK.

8. For Meta Data Columns 2, repeat steps 7–8, and rename Meta Data Columns 2 as Meta Data Column.

   The item references are updated.

9. On the Interactive Reporting Studio toolbar, click Process, to process the query section.

   QIQ Metadata results is populated with metadata from the Sample.oce database. The results section represents the component local cache of metadata from the Sample.oce database. From this point forward, the component uses the cache to show the database metadata. The local cache enables a dashboard with the Metadata component to display metadata, even if the dashboard and component are disconnected from their databases. However, the cache of metadata can be updated when it is connected to the database, by reprocessing the QIQ Metadata query or by clicking on QIQ Metadata.

10. Select File, then Save As.

    Name the component by describing the database to which the component is linked. For example, name the component Metadata_component_for_Sample_OCE.bqy.

11. Close the document.