Using the Metadata Shortcut Menu

When you right-click a segment in the Metadata canvas, a shortcut menu appears. This menu is available from the Field View and Segment View tabs.

The following options are available:

Properties

Opens a pane showing the properties of the selected segment.

Insert

Enables you to insert one of the following:

Reference to Existing Synonym

Adds a reference pointer from the current synonym to an existing synonym. The selection list will show candidate synonyms. If you subsequently make changes to the source synonym, reopening the current synonym will reflect those changes.

Default DV/BV

Creates Dimension View or Business View folders.

Copy of Existing Synonym

Adds a static copy of an existing synonym to the current synonym. If you subsequently make changes to the source synonym, the current synonym will not reflect those changes.

Segment via Metadata Import

Enables you to create and add a new synonym to the current synonym through the Create Synonym tool.

Segment Manually

Inserts a synonym that must be coded manually.

Field

Inserts a general column to the segment.

Define

Inserts a virtual or defined column to the segment.

Filter

Inserts a filter to the segment.

Compute

Inserts a calculated value to the file.

Group

Inserts a group column to the segment.

Variable

Inserts a variable name that can be used for a Synonym/Access File parameter.

Data Profiling

Provides the characteristics of the data for a segment.

Data Profiling is available from the right-click shortcut menu for all columns in the Master File hierarchy tree.

Sample Data

Displays sample data in the workspace for the selected segment or synonym.

Note: Sample data is a great way to test the synonym for field data and to view the type of records returned. This can assist when performing Joins, testing connectivity to data sources, and so on.

Sample Data with parent key

Displays sample data for the selected segment joined to the parent segment. This option is only available when a child segment is selected in a multisegment synonym.

Delete

Deletes the segment.

Rename

Enables you to rename the segment.

Join Properties

Opens the Join Editor so that you can specify how the selected segment is joined to the parent segment. This option is only available when a child segment is selected in a multisegment synonym.


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