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Manually Adding a Table

OVERVIEW

There are two different ways to add Data Tables to CPQ Cloud: through manual entry or through an import. In this section, we will discuss how to manually add a table, its schema, and its data. For more information on importing, see Import & Export of Data Tables.

ADMINISTRATION

ClosedAdding a Table

  1. ClosedNavigate to the Data Table Administration page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Data Tables in the Developer Tools section.

      The Data Table Administration page appears.

  2. From the Admin Toolbar, click Add and choose Add Table from the drop-down.

  3. Enter the table Name and a Description.

    1. You can also select the folder for the new table, from the Parent Folder drop-down.

      Data table names can only contain alpha-numeric values and underscores. White space is not accepted.
  4. Click OK. The new Data Table will now be displayed in the Folder List beneath the selected Parent Folder.

ClosedAdding a Data Table Schema

You will notice that from the Data Table Admin page, the right panel will now display the title of the table, but there isn't a way to add information. Before you can add data, you will need to set the schema of the table.

  1. ClosedNavigate to the Data Table Administration page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Data Tables in the Developer Tools section.

      The Data Table Administration page appears.

  2. Click the Schema tab in the right panel of the Data Table Administration page.
  3. Click on the column header Name and click Columns from the drop-down.

  4. Select which columns to display when you are looking at Data Table schema: Name, Description, Type, Date Added, Date Modified, Validation Type and Validation Mapping.
  5. Click off of the drop-down when you are done.
  6. Click Add Column to add a new Data Table column.

    The New Column dialog box appears.

  7. Enter a Column Name and Description.
    1. Column names can only contain alpha-numeric characters and underscores. White space is not allowed.
  8. Select the Data Type of the column: String, Integer or Float
  9. Select the Index checkbox if you will be using BMQL statements.
    1. By selecting an index, performance will be improved when you are using the column in a "where" clause.
  10. Click Add Column to save the column and return to the Data Tables Administration page.
  11. Repeat these steps for each column in your Data Table.

ClosedPopulating the Data Table

Once you have set the schema for your table, you can begin to add data.

  1. ClosedNavigate to the Data Table Administration page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Data Tables in the Developer Tools section.

      The Data Table Administration page appears.

  2. Click the Data tab in the right panel of the Data Table Admin page.
    1. The columns you created in the Schema tab now appear on the Data Table.
  3. Click Add Row.

    A blank row appears.

  4. Enter values for each column.

    You can either click into each field or you can use Tab to move quickly through the fields.

  5. Repeat Steps 2-3 until your table is complete.
  6. Click Save once you have populated your table.

ClosedAdding Natural Keys

CPQ Cloud has included Natural Keys within Data Tables to improve efficiency. As a result of Natural Keys, the bulk upload files that modify Data Table data now only require the table records that are to be changed.

Natural Key can be a single column or a combination of several columns that produce a unique identifier for each record, or row. The creation of these Natural Keys reduces the maintenance downtime of Data Tables by including only Data Table changes upon upload. Users no longer need to purge and reload all Data Table rows to edit a subset of rows.

  1. Click the Schema tab.

  2. Check the checkboxes in the Key column to identify which Natural Keys will be unique identifiers.

  3. Ensure that the added natural keys are valid. Columns with valid Natural Keys look like this:

  4. Click Save when you are done.

ClosedDeploying a Data Table

The final step to manually adding a table is to make sure it is deployed. The names of tables that have been added or modified and are NOT deployed are in red in the Data Table Administration page.

ClosedDo one of the following:


NOTES

The first column of a Data Table can be populated with an empty string. A row with data must follow.

For more information on Natural Keys, see Natural Keys and Data Table Imports.

RELATED TOPICS

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