Configuring Columns in Loads

Use the Columns tab to configure the columns in a load when the headers in the load file do not match your property names or you want to process a subset of columns in the load file.

By default, when you run a load the column headers in the load file are matched against existing property names. For example, if your load file contains a column with a header of "Account Type", that column is matched to the property PLN.Account Type in your dimension.

Use the Columns tab to configure the columns in your load file for the following use cases:

Use Case Column Configuration
The column headers in your load file do not exactly match the names of the properties in your dimension. Use the Header column to specify the names of the columns in your load file that map to the properties in your dimension.

Note:

If some of the headers match the properties in your dimension and some do not, specify only the headers that don't match the properties. You don't need to specify the columns with headers that exactly match the properties in the dimension, as those columns will be loaded automatically as long as you do not select the Restrict Load to Specified Columns option.
You want to load a subset of the columns in your load file. Specify the columns in your load file that you want to load, and then select the Restrict Load to Specified Columns option.
Your load file does not contain headers. Select No Headers in File, and then use the position of your columns (and Ignore Column, if necessary) to map the columns in your load file to the properties in your dimension.
You want to override the default True value for Boolean properties. Specify the columns to load in your load file, and then use the Boolean True Override field to designate the value for True for the Boolean properties in your load file.
The column headers in your load file exactly match the names of the properties in your dimension and you want to process all of the columns in your load file. You do not need to configure columns for the load.

Considerations

  • When configuring columns in a list viewpoint, you can select node level properties only. For hierarchy viewpoints, you can select node and relationship level properties.
  • For load files without headers, you must add all of the columns that need to be processed, even if some of them will be skipped. For example, if your file has 10 columns and you want to process all but columns 5 and 7, you must still add all 10 columns and then define columns 5 and 7 as skipped columns.
  • For load files without headers, the file can contain more columns than the ones that you specified, but the additional columns are ignored during processing. For example, if your load file contains 15 columns but you only want to process the first 10, you can add the 10 columns to be processed and the remaining columns will be ignored.

Configuring Columns

  1. From the Columns tab of the load inspector, click Edit, and then click Manage Properties.
  2. From the property list editor, select the properties that you want to configure columns for. Click OK when you are finished.
  3. In the Header column, if the column header in the file is different from your property name, enter the name of the header in your load file that maps to the properties that you selected.

    Note:

    If you select No Headers in File, the Header column in the inspector is informational only.
  4. For load files without headers only: To skip a column, click Add Column and then select Ignore Column.
  5. Optional: To remove all columns, click Remove All.
  6. Optional: For Boolean properties only, use the Boolean True Override column to specify the value that represents a True condition in your load file. By default, True conditions are represented by either 1, T, True, Y, or Yes values. If your load file contains True values that are represented by a different character, (for example, X), enter that value.
  7. Optional: In the Actions column, use the Action actions menu icon menu to move or remove a row.
  8. Use the No Headers in File checkbox to specify that your load file does not contain headers.

    Note:

    Selecting this option automatically selects the Restrict Load to Specified Columns option as well.
  9. Use the Restrict Load to Specified Columns checkbox to specify the following:
    • Enabled: Only the columns listed in the column table are loaded. All other columns are skipped during the load.

      Note:

      When Restrict Load to Specified Columns is enabled, Name must always be in the load file, and Parent must be in the load file when loading to hierarchy viewpoints.
    • Disabled: Columns listed in the column table are loaded with the headers and options set in the column table. All other columns are loaded based on their header only.