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Lookups

Lookup Properties​

New or existing properties may be linked to lookup datasets that have either:

  • A. Loaded into your tenant with the dataset type set to Lookup
  • B. Tagged lookup on the Dataset Metadata screen

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Lookups allow you to reference a central source of data that may change on a regular basis without having to change all the datasets using the lookup data

A common example would be an exchange rate table to provide currency conversion rates to all salaries entered in local currency, based on the currency Property

If a new Property is being added to link to a lookup, follow the steps in Add Property to complete the mandatory fields on the General tab first

To set a Property to reference a lookup table:

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  1. Select the property to be looked up from on the Property Manager window (Lookup is only available for Text properties)
  2. Select the Values tab on the Property Manager window
  3. Then select Provide users with a list of set values checkbox
  4. Select Provide values from a Lookup Dataset (Manual) checkbox
  5. Optional: Select Stop users from entering any other values to prevent new values being entered for properties if required
  6. Optional: Select Sort values alphabetically if required
  7. Select required dataset from list
  8. Select Save to complete the Lookup

The properties in the lookup dataset will then be available in workspace for use in gizmo expressions and will appear in Property selection panels in the format Property:lookup Property

To view a video showing how to upload a lookup table click the thumbnail to open the video in a new browser tab

Lookup

Auto Lookup Properties​

If the Lookup dataset has been saved with the same name as the property key being looked up from, then it is also possible to use the Lookup Dataset (Auto) option by:

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  1. Select the Values tab on the Property Manager window
  2. Then select Provide users with a list of set values checkbox
  3. Select Provide values from a Lookup Dataset (Auto) checkbox
  4. The target dataset will be confirmed if a match is found (property key matches are case sensitive)
  5. Select Save to complete the Lookup

Using this option will not populate the properties from lookup dataset into workspace or provide dropdown selection options when editing property values, but they may still be referenced via Gizmo Expressions using the syntax

node.lookup("lookupproperty").lookedup-property

e.g.

node.lookup("location").currency

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Master and Sub Tenant Lookup​

Users with a master sub-tenant setup can create lookups in a master tenant, which will then be available to be applied to any dataset in a sub-tenant

For a dataset to be available as a lookup in a sub-tenant, one of the following options must be applied in the master tenant

  • A. Created in Master tenant with the dataset type set to Lookup
  • B. Tagged lookup on the Dataset Metadata screen

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The lookup will become available to users in the sub-tenant when it is tagged as view:guest in the master tenant

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If an admin has access to both the master and sub-tenant, they will have access to the lookup regardless of any tags

Within the lookup dropdown, users will be able to identify a lookup from a master tenant as an option with an information icon next to it

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Expression Lookups​

An expression lookup allows you to define what options are available when updating a Text Property value by providing users with a set of values

This may be useful to limit inputs to a Property value to ensure data cleanliness

An example of this may be to limit the locations available to select, to only London, New York & Paris

This can be done for existing or new properties

To apply an expression lookup to a new Property first follow the steps in Add Property

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For new, or existing properties:

  1. Select the Values tab on the Edit Property window
  2. Then select Provide users with a list of set values checkbox
  3. Select State what users can enter checkbox
  4. The list of permitted values should be entered into the Drop-down list box and pressing Enter for each option to include a line break
  5. If required this list of values may be pasted from the clipboard using the Paste option
  6. The Stop users from entering any other values checkbox is used if only the options in the Drop-down list are permitted for entry If the checkbox is not selected then the lookup values will be available in the dropdown to select from, but other values may be entered too
  7. Select Save to complete the Lookup
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The order in which values are entered into the expression will also define their order as Property buckets in any visualizations

Any Property with a lookup expression will show the lookup icon on the data panel when selected

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Dependent Lookups​

The dependent lookups feature enables the creation of dropdown selection boxes where the options presented in the dropdown are based on the option selected in another dropdown

An example application could be a location table with countries, states or counties, cities and currencies

Selecting a country from the first dropdown would the restrict the cities presented in the next dropdown to only those in the selected country

See Dependent Lookup in the Workspace User Guide for further details

Last updated on by Rob Purbrick