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Collections Page (Master Data Manager, Explorer)

Use the Collections page to work with collections in the current model. Collections are combinations of hierarchy members or other collections, and can combine members from multiple hierarchies.

This page contains three panes:

  • Filter Criteria

  • Collections

  • Collection Members

Filter Criteria

Use the Filter Criteria pane to filter the grid.

Buttons

Button Name

Description

Apply filter

Filters the grid by the specified criteria.

NoteNote
You must first select a column and specify filter criteria or select a value from the cell in the grid.

Add filter row

Adds a row, from which you can specify additional filter criteria.

Delete selected filter row

Deletes the selected filter row.

Controls

Control Name

Description

Attribute

Double-click the cell to select the grid column from which you want to filter data.

Operator

Double-click the cell to enable a drop-down list that contains operators on which to filter. For more information about the operators, see the Operators table below.

Similarity Level

Displays the level of similarity used when comparing data to the filter criteria with the Matches or Does not match operator. A value closer to 1 returns a match more similar to your criteria than a value closer to 0. A value of 1 indicates to filter on an exact match.

Criteria

Double-click the cell and type the criteria on which you want to filter from the list of data.

Operators

Control Name

Description

Is equal to

Returns attribute values that are exactly the same as the specified criteria. For example, to filter on Mountain-100, you must type Mountain-100.

Is not equal to

Returns attribute values that are not exactly the same as the specified criteria. The filter criteria must be exactly the same as the attribute value you want to omit from the results. For example, to omit results that match Mountain-100, you must type Mountain-100.

Is like

Uses the LIKE operator from Transact-SQL to filter results. For more information, see LIKE (Transact-SQL) in SQL Server Books Online.

Is not like

Uses the NOT operator from Transact-SQL to filter results. For more information, see NOT (Transact-SQL) in SQL Server Books Online.

Is greater than

Returns attribute values that are greater than the specified criteria. For example, to return attribute values that start with a letter greater than F, type F.

Is less than

Returns attribute values that are less than the specified criteria. For example, to return attribute values that start with a letter less than F, type F.

Is greater than or equal to

Returns attribute values that are greater than or equal to the specified criteria. For example, to return attribute values that start with the number 3 or greater, type 3.

Is less than or equal to

Returns attribute values that are less than or equal to the specified criteria. For example, to return attribute values that start with the number 3 or less, type 3.

Matches

Uses a fuzzy lookup index to filter results. Use the Similarity Level field to specify how closely the attribute values must match the specified filter criteria.

Does not match

Uses a fuzzy lookup index to filter results. Use the Similarity Level field to specify how closely the attribute values must not match the specified filter criteria.

Contains pattern

Uses .NET Framework regular expressions to filter results on a specified pattern. For more information about regular expressions, see Regular Expression Language Elements in the MSDN Library.

Does not contain pattern

Uses the .NET Framework regular expressions to filter results that do not match a specified pattern. For more information about regular expressions, see Regular Expression Language Elements in the MSDN Library.

Is NULL

Returns attribute values that are null. The Criteria field disables when you select the Is NULL operator.

Is not NULL

Returns attribute values that are not null. The Criteria field disables when you select the Is not NULL operator.

Collections

Use the Collections pane to display the list of defined collections for the entity. Only entities that are enabled for explicit hierarchies and collections are available to edit.

Buttons

Button Name

Description

Add collection

Opens the Member Information page, from which you add a collection.

Delete selected collections

Deletes any collections (rows) that are selected in the grid.

Apply business rules (disabled)

Business rules do not apply to collections.

Export to Excel

Exports all displayed collections (rows) to Excel.

View metadata

Displays the Metadata Explorer window, from which you can view user-defined metadata for the collection.

Note   User-defined metadata is not currently supported for collections.

Grid Columns

The tabs indicate attribute groups. You can sort any column by clicking the column header.

Column Name

Description

Row selection

Select a check box to select one row. Select the X to select or clear all rows.

Validation status

Not used. Collections are not validated against business rules.

Name

Displays the collection name.

Code

Displays the collection code.

Description

Optional value. Displays a description of the collection.

Owner_ID

Displays the user that created the collection.

A menu is displayed when you click the drop-down arrow in each row of the grid.

Menu Item Name

Description

Edit collection

Opens the Member Information page, from which you specify collection name, code, and other collection attributes.

Edit members

Opens the Collection Members page, from which you manage the members that are associated with the current collection.

View members

Displays the Collection Members pane. Use this pane to view the collection structure.

Delete collection

Deletes the selected collection.

Collection Members

Use the Collection Members pane to display the structure of the selected collection.