Configuring Column Properties in a Dataset

In the Transform editor you can edit the Data Type, Treat As, Aggregation, Hidden, or number format properties of a dataset column. For example, you might configure a number column as currency so that you can create financial reports.

In Data view, you configure the properties of one column at a time. In Metadata view you can update the properties of multiple columns at the same time. CIC Analytics adds each property change to the Preparation Script panel. You can select to rollback changes using the Undo command.

On the Home page, open a dataset or workbook.
- Select the dataset, click the Actions Menu , and then select Open. In the Data Diagram or Join Diagram, right-click a data source and click Open to display the transform editor.
- Select the workbook that contains the dataset, click the Actions Menu , select Open, then click Data. In the Data Diagram or Join Diagram, right-click a data source and click Open to display the transform editor.
  Note:CIC Analytics displays a Data Diagram for single-table datasets or a Join Diagram for multi-table datasets.
To configure the properties of one column:
1. From the toolbar, click Data .
2. Select a column and use the properties pane at the bottom of the Data Panel to change the properties. For example, use Number Format to configure a number column as currency.
To update the Data Type, Treat As, Aggregation or Hidden properties of multiple columns at the same time:
1. From the toolbar, click Metadata.
  Dataset columns are listed as Data Elements.
2. Select multiple data elements to configure.
  CIC Analytics highlights selected data elements and displays an arrow in the first data element that you selected
3. Use the properties pane at the bottom of the Data Panel to change the properties. For example, you might set the Aggregation property of selected columns to Count.
  You can also change properties by clicking the arrow in the first data element selected and selecting a configuration value from the drop-down list.

Related Topics