Creating a Project Using Architect » Adding, removing, and administering tables » Updating, modifying, and administering tables

Updating, modifying, and administering tables

With Architect, you can update and manage the tables in your project to ensure that the data in your project is up to date and accurate, as described in the sections listed below:

Updating tables
Modifying and viewing table definitions
Modifying data warehouse connection and operation defaults

Updating tables

With Architect, you can update individual tables or all of the tables for a data source at once. This ensures that the data available in your project is up to date with any changes made to the tables in the data source. The procedure below describes how to update tables using Architect.

Prerequisite

You are creating or modifying a project using Architect. For instructions, see Creating and modifying projects.

To update tables using Architect

1 With a project open in Architect, select the Project Tables View.
2 From the Warehouse Tables pane, you can update all tables for a data source or update individual tables as described below:
To update all tables for a data source, right-click a data source, and select Update. All the tables for the data source are updated to reflect their definitions in the data source.
To update an individual table, expand a data source, right-click a table, and select Update Structure. The table is updated to reflect its definition in the data source.

Modifying and viewing table definitions

Once a table is added to a project, you can modify and view table definitions using the Properties pane in Architect. To view the various properties and contents of a table in Architect, from the Tables tab of the Properties pane, select the table from the drop-down list. The YR_CATEGORY_SLS table of the MicroStrategy Tutorial project shown below is used as an example of how you can modify and view tables definitions using Architect.

When you select a table in Architect, the Properties pane allows you to modify and view table definitions as described below.

You can select a property in the Properties pane to view a description of the property. The description is displayed at the bottom of the Properties pane.

Defining and viewing table definitions: Definition section
Modifying attributes in a table: Mapped Attributes section
Modifying facts in a table: Mapped Facts section
Modifying column names and data types in a table: Member Columns section

Defining and viewing table definitions: Definition section

When you select a table in Architect, the Definition section of the Properties pane displays the various properties for the table. These properties and how to use them are described below:

ID: The identifier of the table. You cannot modify this value.
Name: The name of the table in a MicroStrategy project. By default, the name is inherited from the table name in the data source.
Description: The description of the table. A description can help explain the purpose of a table in a project.
Hidden: Specifies whether the table is defined as hidden. Select the check box to set the value to True, which defines the table as hidden.

Objects that are hidden are not displayed to a user unless the user has changed his or her Developer Preferences and selected the Display hidden objects check box. Therefore, defining an object as hidden does not necessarily prevent users from viewing or accessing an object. The best way to prevent users from viewing or accessing an object is to restrict the user permissions for it.

Location: The location of a table in a project.
Database Name: The name of the table in the data source. If the name of a table has changed in the data source, you can type the new name for the table in this property. This allows a MicroStrategy project to locate a table after its name has changed in its data source.
Row Count: The number of rows in the table. To calculate a table’s row count, right-click the table and select Calculate Row Count.

The Calculate Row Count option is displayed only if the data source for the table is expanded in the Warehouse Tables pane.

Table Name Space: The table name space for a table in a data source. For information on table name spaces, see Modifying data warehouse connection and operation defaults.
Logical Size: The logical size of a table, which is based on an algorithm that takes into account the number of attribute columns in a table and the various levels at which they exist in their respective hierarchies. You can also type a logical size to manually change the logical size of a table. Logical table sizes are a significant part of how the MicroStrategy SQL Engine determines the tables to use in a query.
Logical size locked: Specifies whether the logical size of a table can be modified. Select the check box to set the value to True, which locks the table’s logical table size.
Primary DB Instance: The primary database instance of a table.

If your project supports mapping tables in a project to tables in multiple data sources, you can select Primary DB Instance and click the ... (browse) button to open the Available Database Instances dialog box. From this dialog box, you can view the table’s data sources. You can also change the database instance (which is associated with a data source) that is used as the primary database instance for the table. For information on adding tables from multiple data sources into your project with the Warehouse Catalog or Architect, see Accessing multiple data sources in a project.

Modifying attributes in a table: Mapped Attributes section

When you select a table in Architect, the Mapped Attributes section of the Properties pane displays the attributes that are mapped to columns in the table. From the Properties pane, you can select a column mapped to an attribute form and click the ... button to open the Modify Form Expression dialog box. From this dialog box, you can modify the attribute form expression.

For information on creating and modifying attribute forms in Architect, see Creating and modifying attributes. For information on attribute forms and how to create and modify them from the Attribute Editor, see Column data descriptions and identifiers: Attribute forms.

Modifying facts in a table: Mapped Facts section

When you select a table in Architect, the Mapped Facts section of the Properties pane displays the facts that are mapped to columns in the table. From the Properties pane, you can select a column mapped to a fact and click ... (the browse button) to open the Modify Fact Expression dialog box. From this dialog box, you can modify the fact expression.

For information on creating and modifying facts in Architect, see Creating and modifying facts. For information on facts and how to create and modify them from the Fact Editor, see The Building Blocks of Business Data: Facts.

Modifying column names and data types in a table: Member Columns section

When you select a table in Architect, the Member Columns section of the Properties pane displays the columns that are available in the table. From the Properties pane, you can select a column and click the ... button to open the Column Editor dialog box. From this dialog box, you can modify the column name and data type.

You can modify the column name and data type if this information has changed in the data source. This allows a MicroStrategy project to be able to locate a column after it has been renamed in the data source.

Modifying data warehouse connection and operation defaults

You can specify various settings for data warehouse connection and operation defaults using Architect. These settings are part of the Warehouse Catalog options described in Modifying data warehouse connection and operation defaults.

The procedure below describes how to access a subset of the Warehouse Catalog options from Architect.

Prerequisite

You are creating or modifying a project using Architect. For instructions, see Creating and modifying projects.

To modify data warehouse connection and operation defaults

1 With a project open in Architect, select the Project Tables View.
2 From the Warehouse Tables pane, right-click a data source and select Warehouse Catalog Options. The Warehouse Catalog options dialog box opens.
3 When accessed from Architect, only a subset of these Warehouse Catalog settings are displayed, including:
Warehouse Connection: These options allow you to modify the database instance and database login used to connect the data warehouse to a project. For information on these options, see Modifying data warehouse connection and operation defaults.
Read Settings: These options allow you to customize the SQL that reads the Warehouse Catalog for every platform except Microsoft Access. For information on these options, see Modifying data warehouse connection and operation defaults.
Table Prefixes: These options allow you to specify whether table prefixes are displayed in table names and how prefixes are automatically defined for tables that are added to the project. For information on these options, see Modifying data warehouse connection and operation defaults.
4 Once you are finished defining Warehouse Catalog options, click OK to save your changes and return to Architect.