Show TOC

Lookup Function

Context

A function that enhances persistent data with further transient data, which it looks up in other data sources. This function also offers possibilities for selective data enrichment. If there is no data value maintained for the transient fields in the lookup table, then the value from the source is retained, which prevents data loss in the enrichment process.

Prerequisites

You have provided two functions with data (source data) under the Environment function, or you have provided a Calculation Unit function as the input ID (data set 1) together with the lookup ID (data set 2) functions to be enriched using the Lookup Function.

Steps

  1. On the Lookup page, in the Fields roadmap step, use the dropdown list to select the function to be enriched. The system then automatically enters the fields of the chosen table in the view table. This roadmap step functions like a View (see View Function)

  2. In the Lookup roadmap step, use the dropdown list to select the Look Up function ID. This function will then be used as a lookup table for the chosen input function from step 1.

  3. In the Lookup roadmap step, select the Is Join Relevant checkbox of the field to be considered or looked up in the lookup table.

    These roadmap step functions like a Join (see Join Function)

  4. In the Lookup roadmap step, in the Look Up Field column, choose the field that is to be adopted from the lookup table. If the value in the lookup table is empty, the data in the source is still retained.

  5. To save the changes, choose Save.

  6. To generate, choose Generate.

  7. For a preview, choose Test.

Optional step:

  1. In the Lookup function, it is also possible to set up a lookup condition (see View Selection Function)

  2. The Formula button can be used for setting up arithmetic calculations using the fields from both the source and the lookup tables.

Example 1 of Lookup

Source Data to be Enriched

Data set 1: Input Function Data (not visible on the view)

Contract

Product

Category

Amount

CN001

2

300

CN002

3

400

CN006

4

500

Look Up Table from the data will be referenced

Data set 2: Lookup Function Data (not visible on the view)

Contract

Quantity

Product

Channel

CN001

100

PROD1

1

CN002

200

PROD2

2

CN003

300

PROD3

3

CN004

400

PROD4

4

CN005

500

PROD5

5

Lookup Scenario

Field

Short Description

LookUp Field

Is Join Relevant

Lookup Condition

Contract

Contract Number

Contract

X

Product

Product Number

Product

Category

Product Category

Amount

Amount

In this example, the Join is based on the Contract field and the value of the Product (data set2) is moved to the Product field (data set 1).

Result

Contract

Product

Category

Amount

CN001

PROD01

2

300

CN002

PROD02

3

400

CN006

4

500

Example 2 of Lookup

Source Data to be Enriched

Contract

Product

Premium

Cost

CN001

PROD01

CN002

PROD01

CN006

PROD04

Lookup Table from the data will be referenced

Data set 2: Lookup Function Data (not visible on the view)

Contract

Amount

Ins_Prod

Channel

CN001

100

PROD1

1

CN002

200

PROD1

2

CN003

300

PROD3

3

CN004

400

PROD4

4

CN005

500

PROD5

5

Lookup Scenario

Field

Short Description

LookUp Field

Is Join Relevant

Lookup Condition

Contract

Contract Number

Contract

X

=’CN001’

Product

Product Number

Ins_Prod

X

Premium

Premium

Amount

Cost

Cost

Amount

In this example, the Join is based on the CN001 contract and Product fields. The Amount is copied to Premium and Cost.

Result

Contract

Product

Premium

Cost

CN001

PROD01

100

100

CN002

PROD01

CN006

PROD04