Dictionary Lookups

Use this feature to create lookup tables.

The high level sequence for creation is:

A. Define a name (ie 'header') for the lookup table (Manage tab)

B. Populate the lookup table with to/from values (Import Data tab or Dictionary Lookup Values)

C. Associate the lookup table with a particular dictionary (Associate Dictionary Entries tab)

D. Check the list of associations that have been made with the option to selectively delete them (Linked Dictionary Entries tab)

Manage Tab

Step-by-step guide

1. In the Manage Tab click on the New or Edit links to create a new lookup table or edit an existing lookup table

2. Enter the following data for the descriptive information of this lookup table:

• Name: the dictionary entry
• Description: freeform text description of the lookup table
• To Item: 
• Default Value (optional): is a default value for values that are not mapped in the Dictionary Lookup Values
• Governance: associated Governance item (future use)
• Tags (optional): any metadata tags for easy searching
• Notes (optional):  freeform text for notes

3. Click to apply the changes.

Import Data Tab

Use this feature to import lookup values from a MS Excel workbook.

Step-by-step guide

1. Click on the template link
2. open the MS Excel workbook and find two sheets
   1. Sheet named "Lookup" has the same fields as described in the definition screen above - you can import multiple entries into the dictionary
   2. Sheet named "LookupValues" has the same fields described in Dictionary Lookup Values in this help document
3. Make any entries and save the MS Excel workbook
4. From the Import Data Tab, browse for the file you updated and upload it
5. The processing messages is followed by a success message

Linked Dictionary Entries Tab

Use this feature to list all Lookup Tables that have been associated with Dictionary Entries and selectively delete unwanted associations.

Associate Dictionary Entries Tab

Use this feature to associate a Dictionary Lookup table that you have created to a specific Dictionary Entry.

Step-by-step guide

1. In the left table, choose a Dictionary Lookup Name by selecting the check box for the name you want to associate
2. On the right side, select the Dictionary you want from the drop down list (ex "CDW")
3. Select the check box for the Dictionary Entries that should be associated with the Lookup Table

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