Adding Links to a Data Set

Links are used to connect one data set to another to pull in additional data. Using the Data Sets page of the Measure Factory Editor, you can identify the data set that you want to link to, select the key column to match records between the linked data set and the data set you are working on, and create link rules to choose what data to pull in.

Adding a link to a data set

1. In the left pane of the Data Sets page, double-click the data set that you want to edit.

   The data set opens in the center pane.

   

2. In the center pane, click the double chevron next to Links.

   Links opens.

   

3. Enter the name of the data set that you want to link to in the filter links from another data set or add new text box.

   The name of the data set appears in the table.

   

4. Click next to the link name.

   The link is added to the table.

5. Double-click the link.

   The link opens in the detail pane on the right.

   

6. Under Key(s) on the detail pane, enter the name of the column in the filter keys or add new text box.

   The name of the column appears in the table.

   

7. Click next to the key name.

   The key is added to the table.

   

8. Save the tab.

Adding a link rule from the Data Sets page

1. On the left pane of the Data Sets page, double-click the data set that you want to edit.

   The data set opens in the center pane.

   

2. In the center pane, click the double chevron next to Links.

   Links opens.

   

3. Double-click the link.

   The link opens in the detail pane on the right.

   

4. Under Rules on the detail pane, enter the name of a new link rule in the filter link rules or add new text box.

   The name of the rule appears in the table.

   

5. Click next to the rule name.

   The rule is added to the table.

6. Double-click the link rule.

   The rule opens in the detail pane on the right, and the link opens in the center pane.

   

7. Click the edit icon to the right of the Calc field.

   The Edit Expression window opens.

   

   TIP: The Edit Expression dialog box offers context suggestions for correct syntax.

8. Enter the Spectre expression in the Edit Expression window.

   

9. Click OK.

   The window closes and the calc appears in the detail pane.

   

10. Optionally, click the edit icon to the right of the Filter field.

    The Edit Expression window opens.

    

11. Enter the Spectre expression in the Edit Expression window.

    

12. Click OK.

    The window closes and the filter appears in the detail pane.

    

13. Expand the Documentation section to enter additional information about the rule if your organization requires it.

    

14. Click the blank section to the right of a field to edit it. When editing in the multi-line text boxes, press Ctrl+Enter or Shift+Enter to create a new line, or press Enter to apply your changes and exit edit mode.

    Click to confirm your changes.

15. Optionally, expand the Governance section to enter notes regarding governance. For example, who is responsible for updates, or when it was last modified.When editing in the multi-line text boxes, press Ctrl+Enter or Shift+Enter to create a new line, or press Enter to apply your changes and exit edit mode.
16. Save the tab.

See also:

• Spectre Expressions Editor
• Creating Link Rules
• Prerequisites for Using the Measure Factory Editor