v26.03: Transactions - Mapping
Mapping Tables provide a structured way to define source-to-target value mappings for use in data transformation workflows.
Access and Create Mapping Tables
Access Mapping Tables from Explore > Functional Area > Transactions > Mapping.
To create a Mapping Table:
Navigate to Explore > Functional Area.
Select + Add > Transactions > Mapping. The Mapping Layout side pane opens on the right with an empty data grid.
Enter a unique Name. Optionally, enter a Title.
Select a Functional Area from the dropdown.
Select Mapping.
The Mapping Table appears in the Explore FA tree and the App Catalog.
Mapping Table Structure
Each Mapping Table consists of one or more Source columns and a single Target column. The Target column appears as the first (leftmost) column in the grid; Source columns appear to its right.
The supported data types are Text, Numeric, List, Date, and Dimension.
The following options are available:
Option |
Description |
|---|---|
Fail on Unmapped Source |
Displays an error for unmapped values during execution. |
Enable Range Mapping |
Splits Source columns into From and To for range-based lookups. |
Data Entry
Enter data in the Excel-like grid using Insert Rows Below. The system validates entries against column data types. Wildcard pattern matching using * and ? is supported.
Select Publish to save all changes.
Management actions include Copy, Delete, and New Tab.
Import and Export Mapping Tables
Import and Export functionality enables bulk data management for Mapping Tables. Both actions are accessible from the ellipsis (⋯) menu on the L2 header.
Export a Mapping Table
To export a Mapping Table:
- Open the Mapping Table.
- Select the ellipsis (⋯) menu on the L2 header and select Export.
- Verify or edit the file name. The format is .xlsx.
- Select Okay to download the file.
The exported file mirrors the published grid layout. For Range Mapping tables, Source columns export as [Column Name] From and [Column Name] To.
Import a Mapping Table
To import a Mapping Table:
- Select the ellipsis (⋯) menu on the L2 header and select Import.
- Select an .xlsx file. The Import Details side pane opens with the following areas:
- File: Displays the selected file. You can replace it.
- Preview Sheet: Displays a read-only grid preview.
- Layout > Columns: Displays auto-mapped column pairs.
- Data: Displays the starting cell reference.
- Review the column mappings and data preview.
- Select Import Data to validate and execute the import.
After the import completes, the Upload Summary modal displays the submitted, updated, unchanged, and rejected record counts, any invalid dimension member values, and a downloadable log file.