METADATA

This guide outlines a step-by-step process for creating Metadata using the "Create Metadata" form. It provides detailed instructions on each field within the form, enabling users to accurately define Metadata properties and field details.

Why Create a Metadata?

Creating metadata helps organize and connect datasets, enabling efficient data analysis and operations like joins. It ensures consistency, improves data accuracy, and supports better decision-making

Pre-condition

The user should be logged in with valid credentials, and Process and Dataset should be created.

Permissions related to Metadata

  • Can See Data Setup Left Menu
  • Can create Metadata
  • Can Edit Metadata
  • Can Delete Metadata
  • Can Execute Metadata

Access the "Create Metadata" Form

STEP 1: Click on "Data Setup".

Navigate to the Data Setup section.

STEP 2: Click on "Metadata".

Click on Metadata, located on the top right corner.

STEP 3: Click on the "Create" Button.

Click the Create button to open the Create Metadata form.

STEPS FOR METADATA

The Create Metadata form will pop up.

META DATA FORM

Create Metadata Form

STEP 4: Fill Out the Create Metadata Form

  • Metadata Name: Enter the name of the metadata in the provided text field.
  • Process: Select the main process from the dropdown menu.
  • Sub Process: Select the sub-process related to the main process from the dropdown menu.
  • Sub Sub Process: Select the sub-sub-process related to the sub-process from the dropdown menu.
  • Add Column: Displays the current number of columns.
    • Default Value: 1
    • Click on + to increase the number of columns by one.
    • Click on - to reduce the number of columns by one.

Field Configuration

Join Types

There are four types of join operations available:

  • Inner Join: Returns records that have matching values in both datasets.
  • Left Outer Join: Returns all records from the left dataset, and the matched records from the right dataset. The result is NULL from the right side if there is no match.
  • Right Outer Join: Returns all records from the right dataset, and the matched records from the left dataset. The result is NULL from the left side when there is no match.
  • Outer Join: Returns all records when there is a match in either the left or right dataset records.

For each join operation, you need to select the datasets and the fields on which the join will be performed. The interface provides dropdown menus for these selections:

  • Select Dataset: Choose the dataset from the dropdown menu.
  • Select Metadata: Choose the metadata corresponding to the dataset.
  • Join Type: Choose the join type from the dropdown menu.
  • Select Dataset Field: Choose the dataset field to join from the dropdown menu.

  • Select Metadata Field: Choose the metadata field to join from the dropdown menu.

  • Click on +Add Row to add a new row.

  • Click on +Remove Row to remove a row.

STEP 5: Create or Cancel

  • Create: After filling in all necessary details, click the Create button to submit the form and create the metadata.
  • Cancel: Click the Cancel button to cancel the metadata creation process and clear the form.

View or Search Metadata

  • Search for a Metadata: If you need to search for a specific metadata, use the search bar.
  • View Created Metadata: Once the metadata is created, it will be displayed in the window along with Process, Sub Process, Sub Sub Process.

CREATED SEARCH

Manage Metadata: Actions

EDIT DELETE

Delete

Click the Delete icon to delete the metadata.

Edit

Click the Edit icon to enable editing mode, then make the necessary changes. After editing, save the changes to update the metadata information.

  • Once the metadata is finalized, click on Execute. After doing so, user will no longer be able to edit any information.

View

Click the Eye icon to view the metadata.

Note: Click on the created metadata to open a form where user needs check if the Trans Unique Id is selected by default.

MANDATORY SELECTION