Changing Metadata Classification Values When Uploading Data Files


When uploading a data file, you can view the recommended metadata classification values for each character-valued column. You can choose to keep the recommended values, or to change them.

Including classification values in your data improves the accuracy of mapping column tables correctly to each other. This is useful if you are integrating data from multiple sources, or if integrating data into a system with a predefined hierarchy. When creating unions from different data sources, the metadata classification algorithm will match columns with similar data.

Note: To use the Metadata Classification feature, binaries must be installed. For more information, see Installing and Configuring TIBCO WebFOCUS DSML Services on the TIBCO WebFOCUS KnowledgeBase.

Procedure: How to Change Metadata Classification Values When Uploading Data Files in Simple Mode

You can change the metadata classification values for your data during the upload process.

  1. From the WebFOCUS start page or the WebFOCUS Home Page, upload an Excel or delimited file using Get Data. For more information see Uploading Data Files.

    The Uploading Data page opens, as shown in the following image.

    If the Metadata Classification feature has been installed and configured, the Uploading Data page displays a Classify button .

  2. Click the Classify button.

    The Recommended Classifications page opens, as shown in the following image.

    When a recommended classification can be made, the columns that were classified have a Confidence Level associated with them, which indicates the probability that the classification is correct.

    You can select from a column list of classifications, or enter your own classification, by typing into the text box next to the column. Clicking a column drop-down arrow shows the list of classifications, and indicates which is recommended, as shown in the following image.

  3. Click Apply Changes.

    Your changes are applied, as indicated by a green message bar at the top of the page, as shown in the following image.

  4. Click the Load button to load your data.

    Once your data is loaded, with the proper permissions to edit synonyms, you can leverage further capabilities by accessing the Reporting Server browser interface.

Procedure: How to Change Metadata Classification Values When Uploading Data Files in Advanced Mode

You can change the metadata classification values for your data during the upload process in advanced mode.

  1. From the WebFOCUS start page or the WebFOCUS Home Page, upload an Excel or delimited file in advanced mode using Get Data. For more information, see Using the Advanced Mode on the TIBCO WebFOCUS KnowledgeBase.

    Your data opens in the Uploading Data page, as shown in the following image.

  2. From the canvas, right-click the canvas data file and select Classify Data from the context menu, as shown in the following image.

    The Classify dialog box opens, as shown in the following image.

    When a recommended classification can be made, the columns that were classified have a Confidence Level associated with them, which indicates the probability that the classification is correct.

    You can select from a column list of classifications, or enter your own classification, by typing into the text box next to the column. Clicking a column drop-down arrow shows the list of classifications, and indicates which is recommended, as shown in the following image.

  3. Click Apply Changes.

    You are returned to the Uploading Data page. Your changes are applied, as indicated by a classification icon next to the name of the canvas data file, as shown in the following image.

  4. Click the Load and Report button to load your data.

    Once your data is loaded, with the proper permissions to edit synonyms, you can leverage further capabilities by accessing the Reporting Server browser interface.