Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Add Lookup Columns

You can add a lookup type column to a view from the tables available in the view.

To add a lookup column

  1. On the NoetixViews Workbench home page, clickModify a View. TheModify Viewpage appears.

  2. Select a view, and then click Modify. For information, see Select a View. The Modify View » <view label> page appears.

  3. Under Columns, click Add, modify & suppress columns, and then click Next. The Modify View » <view label> » Add, modify & suppress columns page appears showing the list of columns available in the view.

  4. In the Add Column list, select the Lookup column type, and click Add Column. The Add Lookup Column page appears.

  5. In the Column label box, type a label for the lookup column that you want to add to the view.

  6. IMPORTANT: The column label can contain a maximum of 30 characters, must begin with a letter, and can contain only letters, numbers, and underscores. If you want to generate a search-by (A$) column for this column, the length of the column label must not exceed 28 characters. The column label must be unique. However, the label can match with that of an existing key flexfield or descriptive flexfield column with different capitalization.

  7. In the Description box, provide a description, which can contain a maximum of 200 characters.

  8. Identify the query in which you want to add the lookup column. If the view contains multiple queries, a tab will appear for each query, and the Apply to all queries check box will be available. Select the Apply to all queries check box if you want to add the column with the same settings to all queries. Each query tab also displays the following information:

    • The profile condition associated with the column. You cannot specify a profile option for a column that is being added because the functionality is not presently supported by the NoetixViews Workbench.

    • Text indicating that the query is used in at least in one form of the view.

    • Text indicating that the query pertains to the version of your Oracle E-Business Suite instance.

    IMPORTANT: When you add a lookup column to a view containing multiple queries, you must add the column with the same data type to all queries of the view. For those queries in which the lookup information is not available, the column details can be provided by using the Pick a column or Enter an expression option without any selections or entries having to be made in the lookup column-related fields. Also, if you have selected the Apply to all queries check box and the table that you have selected from the view is not part of one or more queries, a placeholder column of the EXPR type will be added to those queries by the NoetixViews Workbench.

  1. For all queries or a selected query, click one of the following options:

    • Pick a column: Maps the lookup column to be added to a column that is part of a table available in the view. If you have selected this option, go to step 9.

    • Enter an expression: Provides a box for entering an expression. If you have selected this option, in the Column expression box that appears, type an expression that can contain a maximum of 4,000 characters, and go to step 10.

  2. Under Which table and column in the view has the lookup code?, do the following:

    1. In the Select a table from this view list, click a table that contains a column with the lookup codes.

    2. IMPORTANT: If you select a table with a profile option, the subsequent generation of the view will fail if the profile condition is not met.

    3. In the Select a column from the selected table list, click the column that returns the lookup codes.

  3. Under What is the lookup reference table or view?, in the Table or view name box, type the name of the lookup reference table or view that contains the meanings and descriptions for the lookup codes to be returned by the column selected in the previous step. If you want to search for the name of the table or view, do the following:

    1. Click Find. The Select a table or view dialog box appears. [More information]

    2. Select a table, view, base view, or lookup view that contains the meaning and description for the lookup codes to be returned by the column selected in the previous step, and then click OK. If you selected a table, view, or base view, go to step 11, and if you selected a lookup view, go to step 12.

    IMPORTANT: If the lookup reference view or table that is used by the lookup column is modified for addition, modification, or deletion of lookup codes, the changes will reflect in the lookup column only after Stage 4 is run again. Also, if you select a table with a profile option, the subsequent generation of the view will fail if the profile condition is not met.

  4. After you selected a table, view, or base view in step 10, perform the following:

    1. In the Select the lookup code column from <table/view/base view> list, select a lookup code column corresponding to the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    2. In the Select the code description column from <table/view/base view> list, select a column that contains the descriptions corresponding to the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    3. Under Which columns do you want in the view and what do you want displayed in help?, select one of the following options:

      • The lookup code in the view; lookup code and <meaning/description> in help (ALOOK): Populates the lookup codes in the lookup column of the view. Both the lookup codes and meanings/descriptions will be available in the Noetix Help File and Noetix Search.

      • The code <meaning/description> in the view; nothing in help (LOOK): Populates the meanings/descriptions of the lookup codes in the lookup column of the view.

      • The lookup code in the view; <meaning/description> in help (LOOKDESC): Populates the lookup codes in the lookup column of the view, and populates the meanings/descriptions of the lookup codes in the Noetix Help File and Noetix Search.

  5. After you selected a lookup view in step 10, perform the following:

    1. In the Select the lookup type list, select a lookup type for the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    2. In the Select the code description column from <lookup view> list, perform the following:

      • If you want the lookup column to return the meanings of the lookup codes, click MEANING.

      • If you want the lookup column to return the descriptions of the lookup codes, click DESCRIPTION.

    3. Under Which columns do you want in the view and what do you want displayed in help?, select one of the following options:

      • The lookup code in the view; lookup code and description in help (ALOOK): Populates the lookup codes in the lookup column of the view. Both the lookup codes and descriptions will be available in the Noetix Help File and Noetix Search (Noetix Search).

      • The code description in the view; nothing in help (LOOK): Populates the descriptions of the lookup codes in the lookup column of the view.

      • The lookup code in the view; description in help (LOOKDESC): Populates the lookup codes in the lookup column of the view, and populates the descriptions of the lookup codes in the Noetix Help File and Noetix Search.

  6. If you have multiple queries and if you are adding the same column individually to different queries, repeat steps 8through 12.

  7. After you add the column to one or more queries, configure additional column properties as follows:

    1. In the Format class list, click a format for the column being added. The available formats are NONE, STRING, NUMERIC INTEGER, DATETIME, TIME, DATE, NUMERIC AMOUNT, and NUMERIC REAL. By default, the STRING format is selected. The format class of a column indicates the format to be used when data is displayed in BI tools. For optimal results, the format class and data type of the column must match.

    2. If you want to define the column being added as a parameter column in BI tools, and if you want to provide an LoV for the column, in the LOV view label list, click an LoV view. The LoV views listed will depend on the NoetixViews modules available in your NoetixViews instance.

    3. If you have selected an LoV view in the previous step, in the LOV column label list, click an LoV column that you want to associate with the column being added. The LoV column provides values for the column being added when it is defined as a parameter column in BI tools.

    4. In the Search by this column list, click Yes if you want to generate an A$ column for the column being added. By default, the value No is selected.

  8. Click OK. The Modify View » <view label> » Add, modify & suppress columns page appears with the new lookup column that is appended to the list of columns in the view with the state "ADDED".

  9. Repeat steps 5 to 15 to add more lookup columns. You can also perform other customizations on view columns, such as addition or modification of columns of any type. For information about these tasks, see the respective topics under Manage View Columns.

  10. In the Customization comments box, provide a summary of the customizations that you have performed. The customization comments can contain a maximum of 200 characters.

  11. Click Save. The customizations are saved, and the Modify View» <view label> page appears.

Now, you can choose to perform any other customizations on the same view or go to the home page.

Published:

Add Lookup Columns

You can add a lookup type column to a view from the tables available in the view.

To add a lookup column

  1. On the NoetixViews Workbench home page, clickModify a View. TheModify Viewpage appears.

  2. Select a view, and then click Modify. For information, see Select a View. The Modify View » <view label> page appears.

  3. Under Columns, click Add, modify & suppress columns, and then click Next. The Modify View » <view label> » Add, modify & suppress columns page appears showing the list of columns available in the view.

  4. In the Add Column list, select the Lookup column type, and click Add Column. The Add Lookup Column page appears.

  5. In the Column label box, type a label for the lookup column that you want to add to the view.

  6. IMPORTANT: The column label can contain a maximum of 30 characters, must begin with a letter, and can contain only letters, numbers, and underscores. If you want to generate a search-by (A$) column for this column, the length of the column label must not exceed 28 characters. The column label must be unique. However, the label can match with that of an existing key flexfield or descriptive flexfield column with different capitalization.

  7. In the Description box, provide a description, which can contain a maximum of 200 characters.

  8. Identify the query in which you want to add the lookup column. If the view contains multiple queries, a tab will appear for each query, and the Apply to all queries check box will be available. Select the Apply to all queries check box if you want to add the column with the same settings to all queries. Each query tab also displays the following information:

    • The profile condition associated with the column. You cannot specify a profile option for a column that is being added because the functionality is not presently supported by the NoetixViews Workbench.

    • Text indicating that the query is used in at least in one form of the view.

    • Text indicating that the query pertains to the version of your Oracle E-Business Suite instance.

    IMPORTANT: When you add a lookup column to a view containing multiple queries, you must add the column with the same data type to all queries of the view. For those queries in which the lookup information is not available, the column details can be provided by using the Pick a column or Enter an expression option without any selections or entries having to be made in the lookup column-related fields. Also, if you have selected the Apply to all queries check box and the table that you have selected from the view is not part of one or more queries, a placeholder column of the EXPR type will be added to those queries by the NoetixViews Workbench.

  1. For all queries or a selected query, click one of the following options:

    • Pick a column: Maps the lookup column to be added to a column that is part of a table available in the view. If you have selected this option, go to step 9.

    • Enter an expression: Provides a box for entering an expression. If you have selected this option, in the Column expression box that appears, type an expression that can contain a maximum of 4,000 characters, and go to step 10.

  2. Under Which table and column in the view has the lookup code?, do the following:

    1. In the Select a table from this view list, click a table that contains a column with the lookup codes.

    2. IMPORTANT: If you select a table with a profile option, the subsequent generation of the view will fail if the profile condition is not met.

    3. In the Select a column from the selected table list, click the column that returns the lookup codes.

  3. Under What is the lookup reference table or view?, in the Table or view name box, type the name of the lookup reference table or view that contains the meanings and descriptions for the lookup codes to be returned by the column selected in the previous step. If you want to search for the name of the table or view, do the following:

    1. Click Find. The Select a table or view dialog box appears. [More information]

    2. Select a table, view, base view, or lookup view that contains the meaning and description for the lookup codes to be returned by the column selected in the previous step, and then click OK. If you selected a table, view, or base view, go to step 11, and if you selected a lookup view, go to step 12.

    IMPORTANT: If the lookup reference view or table that is used by the lookup column is modified for addition, modification, or deletion of lookup codes, the changes will reflect in the lookup column only after Stage 4 is run again. Also, if you select a table with a profile option, the subsequent generation of the view will fail if the profile condition is not met.

  4. After you selected a table, view, or base view in step 10, perform the following:

    1. In the Select the lookup code column from <table/view/base view> list, select a lookup code column corresponding to the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    2. In the Select the code description column from <table/view/base view> list, select a column that contains the descriptions corresponding to the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    3. Under Which columns do you want in the view and what do you want displayed in help?, select one of the following options:

      • The lookup code in the view; lookup code and <meaning/description> in help (ALOOK): Populates the lookup codes in the lookup column of the view. Both the lookup codes and meanings/descriptions will be available in the Noetix Help File and Noetix Search.

      • The code <meaning/description> in the view; nothing in help (LOOK): Populates the meanings/descriptions of the lookup codes in the lookup column of the view.

      • The lookup code in the view; <meaning/description> in help (LOOKDESC): Populates the lookup codes in the lookup column of the view, and populates the meanings/descriptions of the lookup codes in the Noetix Help File and Noetix Search.

  5. After you selected a lookup view in step 10, perform the following:

    1. In the Select the lookup type list, select a lookup type for the lookup codes returned by the column selected in step 9b or expression specified in step 8.

    2. In the Select the code description column from <lookup view> list, perform the following:

      • If you want the lookup column to return the meanings of the lookup codes, click MEANING.

      • If you want the lookup column to return the descriptions of the lookup codes, click DESCRIPTION.

    3. Under Which columns do you want in the view and what do you want displayed in help?, select one of the following options:

      • The lookup code in the view; lookup code and description in help (ALOOK): Populates the lookup codes in the lookup column of the view. Both the lookup codes and descriptions will be available in the Noetix Help File and Noetix Search (Noetix Search).

      • The code description in the view; nothing in help (LOOK): Populates the descriptions of the lookup codes in the lookup column of the view.

      • The lookup code in the view; description in help (LOOKDESC): Populates the lookup codes in the lookup column of the view, and populates the descriptions of the lookup codes in the Noetix Help File and Noetix Search.

  6. If you have multiple queries and if you are adding the same column individually to different queries, repeat steps 8through 12.

  7. After you add the column to one or more queries, configure additional column properties as follows:

    1. In the Format class list, click a format for the column being added. The available formats are NONE, STRING, NUMERIC INTEGER, DATETIME, TIME, DATE, NUMERIC AMOUNT, and NUMERIC REAL. By default, the STRING format is selected. The format class of a column indicates the format to be used when data is displayed in BI tools. For optimal results, the format class and data type of the column must match.

    2. If you want to define the column being added as a parameter column in BI tools, and if you want to provide an LoV for the column, in the LOV view label list, click an LoV view. The LoV views listed will depend on the NoetixViews modules available in your NoetixViews instance.

    3. If you have selected an LoV view in the previous step, in the LOV column label list, click an LoV column that you want to associate with the column being added. The LoV column provides values for the column being added when it is defined as a parameter column in BI tools.

    4. In the Search by this column list, click Yes if you want to generate an A$ column for the column being added. By default, the value No is selected.

  8. Click OK. The Modify View » <view label> » Add, modify & suppress columns page appears with the new lookup column that is appended to the list of columns in the view with the state "ADDED".

  9. Repeat steps 5 to 15 to add more lookup columns. You can also perform other customizations on view columns, such as addition or modification of columns of any type. For information about these tasks, see the respective topics under Manage View Columns.

  10. In the Customization comments box, provide a summary of the customizations that you have performed. The customization comments can contain a maximum of 200 characters.

  11. Click Save. The customizations are saved, and the Modify View» <view label> page appears.

Now, you can choose to perform any other customizations on the same view or go to the home page.

For an optimal Community experience, Please view on Desktop
Powered by Zendesk