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Creating a Virtual Table

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Modified on Sat, 28 Jul 2012 01:56 PM Categorized as Data Preparation, Virtual Tables
Click to return to: Documentation | Defining Virtual Tables


Overview

This article shows how to create a virtual table in &dw; and preview its data. Virtual tables provide a uniform and consolidated view of your physical data, which makes it easier for business analysts to define Datasets and KPIs.

Creating a virtual table from the Home Screen

From the &dw; Home Screen, you can create a virtual table by clicking Create a Virtual Data Structure and choosing the Virtual Table option. In this case, the name of the virtual table will be determined automatically. You can rename the virtual table from the Design Explorer at a later time.

The Home Screen.

The Home Screen.


Creating a virtual table from the Design Explorer

When you create a virtual table from the Design Explorer, you have the option of choosing a name for your virtual table and also choosing its destination. For example, if you have a sub-folder in the Design Explorer called My Virtual Tables, you can choose to create a new virtual table in that location instead of the top-level Virtual Tables folder.

To create a virtual table from the Design Explorer:

  1. Click Design Explorer in the Sidebar.
    Accessing the Design Explorer from the Sidebar.
  2. Select the Virtual Tables folder, then click its menu button.
    The Virtual Table menu.
  3. From the Virtual Tables menu, choose New Virtual Table.
  4. In the text box below the Virtual Tables folder, type a name for the virtual table, then press ENTER.
    Virtual table name.
    The new virtual table appears as an item in the Design Explorer and the Virtual Table Setup Wizard is displayed.
    The first step of the Virtual Table Setup Wizard.
  5. In the first step of the Virtual Table Setup Wizard, select the type of virtual table you want to create, then click Next. Depending on your choice, proceed with one of the following options:
  6. Click Save from the Toolbar to save your changes.
    The Save button.
  7. To share your newly created virtual table with other &dw; users, click Check In from the Toolbar.
    The Check In button.
    Optionally enter a comment in the Check In dialog, then click Check in.

You have created a virtual table, previewed its data using the Virtual Table Designer, and made the virtual table accessible to other users. You can now use this virtual table to define dimensions, Datasets, or KPIs.

Tip: You can expand a virtual table item in the Design Explorer to see its list of columns/parameters and their corresponding data types.

Expanding a virtual table item to see its columns.

Expanding a virtual table item to see
its columns.


Configuring general settings

Use the General tab of the Virtual Table Designer to configure general settings for your virtual table, all of which are optional.

To configure general settings for your virtual table:

  1. Click the General tab in the Virtual Table Designer.
  2. Enter a description for your virtual table in the Description box. You can enter text up to 2000 characters in length.
  3. Enter a URL in the Additional info URL box. Use this option to link to a website that provides more information about your virtual table. You will be able to access this link from the Additional Information dialog.
  4. The minimum polling interval for a virtual table is initially set to Database default, which is a database-defined value. To override this, select the Custom option and enter a new value in the seconds box. Use this option to specify your own limit on how frequently the virtual table data can be automatically refreshed or updated.

Creating a virtual table from a database table or view

From the Design Explorer, there is a quick way of creating a standard virtual table that is based on a single database table or view from your data connector. This option bypasses the Virtual Table Setup Wizard and is ideal in situations where you simply want to have a virtual table that mirrors your existing database table or view.

To create a standard virtual table from a database table or view:

  1. Expand your data connector item in the Design Explorer.
  2. Expand the Tables (or Views) folder, then select a database table (or view).
  3. Click the database table or view's menu button, then choose Create Virtual Table from the resulting menu.
    Creating a virtual table from a database table.
  4. A Success dialog indicates that a new virtual table has been created.
    The Success dialog.
  5. The new virtual table appears under the Virtual Tables folder in the Design Explorer.
    The new virtual table.
  6. Click the menu button of the newly created virtual table. From the resulting menu, choose Edit. The Virtual Table Designer is displayed.
  7. (Optional) Use the Virtual Table Designer to configure and preview this standard virtual table.
  8. Click Save from the Toolbar to save your changes.
    The Save button.
  9. To share your newly created virtual table with other &dw; users, click Check In from the Toolbar.
    The Check In button.
    Optionally enter a comment in the Check In dialog, then click Check in.

Creating a virtual table from the Full List Screen

To create a virtual table from a database table or view (using the Full List Screen):

  1. Expand your data connector item in the Design Explorer.
  2. Select the Tables (or Views) folder item. Click the folder's menu button.
  3. From the resulting menu, choose View Full List.
    The full list of tables for a data connector.
  4. To create a new virtual table directly from a database table (or view), click the corresponding Auto-create button in the Action grid column. The new virtual table will be given the same name as the database table (or view). You can rename the virtual table later from the Design Explorer.

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Click to return to: Documentation | Defining Virtual Tables

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