Creating Lookups

A lookup is made up of values or value/label pairs that contain data to replace existing, problematic data in a dataflow that is producing exception records. The value is what will replace the problematic data, and the label is what is displayed in a list you select from when using the lookup table to correct records in the Exception Editor.
Note: If you include only values in your lookup table, the values will also be used as labels.
You can populate a lookup by manually entering the information or by copying it from an external source and pasting it into the Add many dialog box. The external source can be a spreadsheet, a text file, or virtually any other file as long as the information is presented in one or two columns with either a comma, tab, or semicolon delimiter.
Note: When you use the Add many function and then click Save, any previously existing values or value/label pairs for that lookup will be deleted. However, after you have used the Add many function, you can manually add additional values or value/label pairs.
  1. Click the Add lookup button.
  2. Enter a name for the new lookup in the text box.
  3. To manually add a value/label pair:
    • Click the Add lookup value button.
    • Enter a value and/or a label for the lookup.

    To use the Add many function:

    • Click the Add many button to open the dialog box.
    • Select the columns and separator accordingly. If you are pasting data from Microsoft Excel, use the Tab delimiter. If you define the wrong delimiter, the tool will import the entire line as the value or the label (whichever is designated as the first column).
    • Type the values, separators, and/or labels for all the contents or paste the contents from another application.
    After all values or value/label pairs have been added you can sort them in ascending or descending order on either the Value or the Label column. Note that once you have sorted the list, you cannot unsort it (except to sort it in reverse order or sort on the other column).
  4. Repeat step 3 as necessary.
  5. Click Save.