User upload functionality in the IUIE

• Overview
• Create the text file to be uploaded as a table
• Load the table
• Preview and confirm the table

Overview

IUIE user upload functionality allows you to upload files that will be converted into tables containing one or more columns of data.

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 "Advanced" page of a data extract, in the "Additional criteria" box, you would include the table schema name ( user_upload) in your query as shown in the example below:

  mycol in (select mycol from user_upload.username_test_mt)

Create the text file to be uploaded as a table

First, you will need to create the appropriately formatted text ( .txt) file to be uploaded. You may delimit the data with commas, spaces, or tabs.

Load the table

With the text file created, click the Utilities tab, and then click Upload Tables.

From the Uploaded Tables screen, 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. Click Upload to begin the upload process.

From the Load Table screen, beside "Table Name", type 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, type idnumbers. The name of your table, when successfully uploaded, will then become yourusername_idnumbers_mt, where yourusername is your IUIE username.

Beside "Description", enter a description of your table. You may want to include the purpose of the table and the reports in which it will be used. The instance name is imported from the previous page. You can change the instance where the table will reside; if you do, the entire page will refresh.

If you are uploading a table that currently exists (one with the same filename), you can choose to overwrite the existing table. Click Browse... to get the file location from your desktop.

Select the delimiter you used in your text file. It is important to match the delimiter to create the table properly. If you select the wrong delimiter, the data in the table will be formatted incorrectly. N/A is appropriate if there is only one column. The second radio button allows you to select a custom delimiter, such as a slash ( / ), pipe (  | ), comma ( , ), or tilde ( ~ ). Newlines are not allowed. If you are uploading date fields, select the format of the date fields.

Once you have made all these selections, click Next to create the table.

Preview and confirm the table

From the preview screen, review this table carefully to make sure it is correct. If the data are 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 columns' technical names match what is in the datagroup you are planning to query. For example, if column 1 is prsn_lst_nm in the datagroup, make sure you name your first column prsn_lst_nm. You can also edit the type of data, selecting between date, text, and number only. The default is text format.

If your table looks correct, click Finish to upload it. You will receive a confirmation.