ILO Import Wizard: Calculated Columns

Version 2

    Calculated Columns

    The Calculated Columns Editor provides the user with the ability to transform data “in-flight” during an import process allowing the user to generate the required input data for License Optimizer rather than having to arrange for amendments to source data files. The Calculated Columns Editor is shown on a pop-up screen, which may be accessed from the Map File tab of the Import Wizard.

    Upon accessing the Calculated Columns Editor, the user will see the following pop-up screen:

    Calculated Columns Editor: File Columns tab

    The pop-up screen contains four tabs, which are described below:

    • File Columns tab
      This tab (shown in the screenshot above) lists all of the data columns identified in the import file selected listing example data alongside each identified column. The user may use the Row buttons (shown at the top left of the pop-up screen) to move forwards and backwards through the dataset to view data values.
    • Calculated Columns tab

    Calculated Columns Editor: Calculated Columns tab
    The Calculated Columns tab lists any calculated columns that have been created by the user; to create or edit a calculated column, the user should select the Add/Edit Column tab (see below).

    • Lookups tab
      This tab lists any files that the user is including in the import.
    • Add/Edit Column tab
      From this tab, the user may create new calculated columns (and edit calculated columns that have already been created).

    Calculated Columns Editor: Add / Edit Column tab


    The user should specify a name for the new column and select the initial input column that they wish to use in the calculated column from the Input Column drop-down list; upon selecting this column, the text field alongside the drop-down list will display data from that field for information purposes (the field is not editable).

     

    The user may then select a function to run against this input column. License Optimizer has a number of functions built into the platform; these functions are grouped by category and the categories are displayed in the Function Categories drop-down list (shown on the left):

    Calculated Columns Editor: Function Categories drop-down list

     

     

    When the user has selected the required function category, the Functions drop-down list will be updated to list the functions available under the selected function category:

    Calculated Columns Editor: Functions drop-down list

     

     

    When the user has selected the required function, License Optimizer will display an explanation of the selected function in the Function Description pane (shown below the Function Categories drop-down list and Functions drop-down list):

    Calculated Columns Editor: Function Description pane


    In the worked example shown, a calculated column has been created to join two import file columns in order to produce a calculated field that includes the product name and edition; the Literal textbox allows the user to specify a character (or characters) which is placed between the selected fields (in this case, a space has been specified). The result of the calculated column is shown in the non-editable text field at the bottom of the pop-up screen:

    Calculated Columns Editor: Worked Example


    When the user has completed configuration of the calculated column, the user should click the Save Columns button.

    The user may generate an XML file containing Calculated Column Definitions for any calculated columns that have been created; this XML file will allow the user to use the same calculated columns in other data sources. To generate the XML file, the user should click the Export as XML button; the resultant XML file may be imported into a data source from the Calculated Columns sub-tab on the Import Wizard Data Source tab. For more information, see Import Wizard: Data Source tab.

    Clicking the Remove All Columns button will delete any calculated column definitions that have been created; the user will be prompted to confirm that they wish to proceed with the delete action.

    The user may close the Calculated Columns Editor pop-up screen by clicking the Close button.