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Entities Page (Master Data Manager, Explorer)

Use the Entities page to edit an entity and update its members and attributes.

This page contains two panes: Filter Criteria and Entity.

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.

Entity

Use the Entity pane to view members for the current entity. The entity name is displayed above the grid.

Buttons

Button Name

Description

Add member

Opens the Add Member page for the current entity, from which new members can be added.

Delete selected members

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

Apply business rules

Validates all selected members (rows) in the grid against active business rules.

Export to Excel

Exports all currently displayed members (rows) to Excel.

View metadata

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

Controls

Control Name

Description

Leaf

Displays the leaf members in the grid.

Consolidated

Displays the consolidated members in the grid.

Code

Displays only code values for domain-based attributes.

Code {Name}

Displays the code and name values for domain-based attributes, sortable by Code.

Name {Code}

Displays the name and code values for domain-based attributes, sortable by Name.

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

Menu Item Name

Description

Edit member

Opens the Member Information page, from which you can edit a member.

Delete member

Deletes the member.

View member transactions

Opens the Transaction Review page, from which you can view member transactions.

Annotate member

Opens the Add Annotation dialog box, from which you can annotate a member.

Grid Columns

Column Name

Description

Row selector

Select one, several, or all entities.

Note   A locked icon indicates the version is committed or the entity has Read-only permissions assigned.

Row drop-down menu

Displays available functions for that entity in a drop-down menu.

Business rule validation

Indicates business rule validation status with the following icons:

  • Check mark: Business rule validated

  • Exclamation point: Failed business rule validation

  • Question mark: Awaiting business rule validation

Name

Displays the entity's name.

Code

Displays the entity's code.

Attribute_name

Displays attribute values. A column is displayed for each attribute.