Creating Lookup Rules

Lookup rules allow you to bring in values from a lookup table.

To add a lookup rule:

  1. On the top of the Measure Factory Editor page, click Rules.

  2. On the upper right, click New.

    The ClosedNew Rule pane opens on the right.

    Select Rule Type Dialog Box

  3. Select Lookup rule.
  4. Select a data set.
  5. Select a lookup table.

  6. Click Create rule.

    The Closedlookup rule is created and opens in the detail pane with the default name NewRule#.

    New Lookup Rule Name

  7. Enter a name for the rule, and click Green check mark to confirm your changes.

    The Lookup, Table, Column, and Data Type fields automatically populate.

    In this Closedexample, the lookup rule is Pack in the Sales data set, pointing to the Product lookup table, using the column Pack for the lookup rule.

    Lookup Rule Example

    NOTES: 

    • Typically, the Lookup name and table name are the same. It is possible to use multiple lookup names that point to the same table.
    • The Column list assumes the column name is the same as the rule name and automatically selects it. If necessary, select a different column from the list.

  8. Optionally, expand the ClosedDocumentation section to enter additional information about the rule.

    Documentation Chevron

  9. 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 Green check markto confirm your changes.

  10. 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.
  11. Save the tab.

Watch the Video: Creating a Lookup Rule.

See also Factory Lookup Rules.