Upload Tables

Upload Tables

User upload functionality allows users to upload files that will be converted to tables containing one or more columns of data. To upload a file, here is what to do:

1. 
   Create the text file to be uploaded as a table. You will need to know the format of the file you are creating.
   
2. 
   Click the Utilities tab, and then click the Upload Tables link.
   

You will see the load table screen:

3. Select the instance where the table will reside.

The instance you are logged into will appear by default. If you are querying reports from the Master Catalog or My Catalog, DSS1PRD is the correct instance.

4. Click the upload button to begin the upload process.

You will see the Table Preferences screen:

1. 
   Enter the name of the table. The table name should match the name of your file, without the .txt extension.
   

For example, if your file is named “idnumbers.txt”, simply enter “idnum­bers”. The name of your table, when successfully uploaded, will then be:

yourusername_idnumbers_mt

2. 
   Type a description of your table. You may want to include the purpose of the table, and in what reports it will be used.
   
3. 
   You can change the instance where the table will reside. If you do so, the entire page will re­fresh. However, the instance name is imported from the previous page and does not usually need to be changed.
   
4. 
   Select “Drop table if it already exists?” if you are replacing a table.
   
5. 
   Select “Drop existing rows” if you are uploading a table that currently exists (same file name) and you choose to overwrite the existing columns but plan to keep the same table name.
   
6. 
   Click Browse to get the file location from your desktop. You can type the location if you choose.
   
7. 
   Select the delimiter that exists in the file. It is important to that you select the same delimiter you used in the file to create the table properly. If you select the wrong delimiter, the data in the table will look incorrect.
   

• 
  NA is appropriate if there is only one column.
  
• 
  The second box allows you to select a custom delimiter, such as a slash, pipe, comma, tilda, etc.
  
• 
  Newlines are not allowed.
  

8. 
   If you are uploading date fields, select the format of the date fields.
   
9. 
   Click upload to create the table.
   

You will see a preview screen something like the image below:

Preview this table carefully to make sure the table is correct. If the data is incorrect, you will need to modify the source file and begin again. If the for­matting looks incorrect, check to make sure you have selected the correct options while uploading the table.

Each column name can be edited. Make sure your column tech names match what is in the GT you are planning to query. For example, if col1 is prsn_lst_nm in the datagroup, make sure you name Col1 prsn_lst_nm and not any arbitrary name. If the columns in your table don’t match the base table, you will receive an error.

You can also edit the type of data, selecting between date, text and number only. The default will be text format.

10. If your table looks correct, click finish.
You will see a confirmation

These tables are intended to be used in advanced queries where the query results will be restricted to the data in the uploaded table.

For example, on the data extracts advanced page, additional criteria box, a user will need to include the table schema name (user_upload) in the query as shown in the example below:

mycol in (select mycol from user_upload.usename_test_mt)