User will now be able to control the sequence of columns when profiling a source's table/view. Moreover, sequence of columns can also be customized at Rule level as well. To know more about this feature and to perceive how it functions, let's get started step by step.
Table Level Column Sequencing
Step 1 Go to Profiling. On Profiling detail page, Select a Table against any source on which you want to apply sequencing. Now if you see in Configuration column, there is no icon showing up which indicates that no column sequencing is already being applied. Once you will apply the customize sequencing on table level, an icon will start showing up (we will verify it in further steps). Lastly, click on Show Details button as shown in image below:
User will be re-directed to Table's detail page. In Profiling tab, you will see a Default Sequence label right next to Table's name in lower grid which is a second identification to show that it has no customize sequencing. Now click Field Configuration tab as shown in image below:
Step 2 Please note that Field Configuration is the main tab from where Column sequencing will be applied. Same as before, user will see a Default Label being showed up right next to Table's name. Right under that, in lower main grid, there are two buttons showing up. Column Sequencing and Default Sequencing as shown in image below.
Default Sequence button will initially appear as disabled. The purpose of this button is to re-set the sequence of columns to it's default behavior. It will get enabled once user will apply the Customize sequencing on table. Please hover on button to see the given info as shown in image below:
Column Sequencing button on which user will click to set the sequence of columns. Please hover on the button to read the following info as shown in image below:
Step 3 Now, click on the Column sequencing button. It will open up a new interface listing down all the column names. Start arranging the sequence of column(s) by drag and drop. Once the sequence of column(s) is set. Hit the Save button as shown in image below:
Customized Sequencing Confirmation I
If you see in the image shown above, user has set the CUSTOMER_ID column on top. On saving the changes, user is re-directed to Table's detail page where you will see following updates are visible as shown in image below:
A- In Field Configuration tab, CUSTOMER_ID is now being displayed on top in the Column name.
B- Default Sequence label gets updated with Custom Sequence label
C- Default Sequence button gets enabled
By clicking the Default Sequence button, it will re-set the applied customize sequencing to it's default state.
Step 4 Customized Sequencing Confirmation II
Now click Profiling tab, on this screen you will see the applied customized sequence as same as it is in Field configuration tab. The Custom Sequence label will also appear here as shown in Image below:
Customized Sequencing Confirmation III
Click Profiling from Left navigation menu, an icon will be showing up against the table on which user has applied Custom Sequence as shown in image below:
Step 5 If user wants to re-set the custom sequencing to it's default sequencing, then there are two ways to do that as shown in image below:
Step 5.1 Go to Profiling main page, select table on which custom sequencing is applied, click More Actions button. Lastly, click Reset Column Sequence option.
User can also apply default sequencing on multiple records that includes following actions
Step 5.2 Select Multiple records on which Custom sequencing is applied. Click More Actions button and then select Reset Column Sequence option.
Note: In case of multiple records, if there exists any single record with Default sequence then in More Action button, Reset Column Sequence option will remain disabled until or unless user un-selects that particular record.
Second way is to select any record on Profiling detail page, click show details, select Field configuration tab and hit Default sequence button as show in image below:
Once user has re-set the custom sequence to Default sequence then applied changes will revert back to their Default settings on following sections: Field Configuration, Profiling tab and Profiling main page
A- Custom Sequence label will be replaced back to Default Sequence label
B- Default Sequence button will get disabled again
C- Column(s) Sequence will set to default sequence
D- Custom Sequence icon will disappear
Rule Level Column Sequencing
Note: Column Sequencing at Rule level is only applicable for following rules as listed below:
A- Blank Rule
B- Value Range Rule
C- Data Analysis Exception Rule
D- Master Data-set Rule
E- Data Format Rule
F- Orphan Records Rule
G- Integrity Check Rule
Step 6 For getting starting with Column Sequencing at Rule Level, there are three scenarios to be considered. Let's get started with Scenario I. For each of these scenarios, let's create a rule from scratch. For that Go to Manage Rules, click on Add Rule button, Select Business Context option, then click on Value Range rule.
Scenario I - Table Specific : When User selects Data source and Table name on which Custom sequencing is applied.
Provide Rule Desc, select Data source, Table name, Field name, enter max and min Threshold values and hit save button.
In case of scenario I, when user will land on Rule detail page, new Column Sequence tab is visible. This tab will appear for rules that have Rule level column sequencing is being enabled. Under that section, 3 options are displaying
B- Table Specific
C- Rule Specific
In current scenario, Option B will be selected by default. This represents the same logic that when a rule is created on Table/Source that has Custom Sequencing already applied. Means, the sequence of columns will be as same as of Table level sequencing. In selected Columns section, column(s) on which rule is created OR Primary Key column will always appear as disabled. Also, the Analysis tab appears as disabled at first as shown below. Now Re-run the rule to get the Analysis tab enabled.
After User has re-run the rule, the Analysis tab gets enabled. Click on Analysis tab and verify that the sequence of column is as same as it was on table level as shown in image below:
Click on Cleanse button, there you will see the same sequence as it is on Analysis tab and Column Sequence tab.
Step 7 User changes the column sequence at Table level. Then on navigating back to rule(s) in column sequence tab, user will be notified through a Warning message to Re-Run the rule in order to see the updated sequence in Analysis tab as shown in image below. Once user Re-run the rule then sequence gets updated in Column sequence tab, Analysis tab and Cleanse section.
Scenario II - Rule Specific : When user apply custom sequence at Rule level
Now go back to Column sequence tab. Change the sequence of the column(s). As soon as you change the sequence, the option from Table specific automatically changes to Rule Specific. Hit the Save button. User will be notified through a Warning message to Re-Run the rule in order to see the updated sequence in Analysis tab as shown in image below. Once user Re-run the rule then sequence gets updated in Column sequence tab, Analysis tab and Cleanse section.
Scenario III - Suggested : User creates a rule on Table on which No custom sequencing is applied.
Complete Step 6, Provide Rule Desc, select Data source, Table name, Field name, enter max and min Threshold values and hit save button.
In case of scenario III, when user will land on Rule detail page, in Column Sequence tab, Suggested option will be selected by Default. However, Table specific option will appear as disabled.
B- Table Specific
C- Rule Specific
Also, the Analysis tab appears as disabled at first as shown below. Now Re-run the rule to get the Analysis tab enabled.
Note: Columns that has exceptions will always appear upfront in case of Suggested option.
Meanwhile, if user applies Custom sequencing at Table level for same table on which this above rule is created. Then, on navigating back to Column sequencing section, the Table option gets enabled as shown in image below:
Step 8 Now from here, select the Table specific option, the column sequencing below gets updated w.r.t Table level. Also, if rule level sequencing is already applied on this rule then on selecting Rule specific option, column sequencing gets updated w.r.t Rule level. However, to see the results in Analysis/Cleanse tabs for Table level and Rule level changes, user will always have to Re-Run the rule.
Case 1: For instance, user switches option from 'Suggested' to the 'Table specific' option, sequence gets updated, clicks the Save button then it notifies user through a Warning message to Re-run the rule in order to see the updated sequence in Analysis/Cleanse Tabs.
Case 2: Now, in Table specific if user changes the column sequence further, then option switches from 'Table Specific' to 'Rule Specific' instantly, clicks the Save button then it notifies user through a Warning message to Re-run the rule in order to see the updated sequence in Analysis/Cleanse Tabs.
Note: If user has created multiple rules against a single table then each rule can have it's own unique column sequencing.
Step 9 As per functionality, 30 columns max can be displayed on Analysis tab. For instance, user selects a table that has 50 columns. User creates a rule on column that comes at 40th number then following behavior will be observed.
A- Suggested : Column name gets displayed upfront in Column sequencing/Analysis/Cleanse tab
B- Table/Rule Specific : Column name gets displayed on 31 number.