Creating matching views

Overview

You can create matching focused views that include:

• Adding a tab to a golden record's details view that shows all source (merged) records of the golden.

• Creating a hierarchical view where parent and child nodes are golden and merged records, respectively.

Creating a tab that shows merged records

Use the following steps to add an association to your data model using an XPath predicate:

1. Select Data models from the main EBX® toolbar.

2. Select the desired data model.

3. Using the ellipsis menu next to the desired table, select Create child.

4. Fill in the Name field and for the Kind of element option, select Association.

5. In the Definition box, select the following:

   • By XPath predicate

   • Target table: Select the current table

   • XPath expression: Enter the following osd:is-not-null(./Linked_Field_GoldenId) and ./Linked_Field_GoldenId = ${../Linked_Field_FunctionalId}

6. Select Create.

7. Publish your data model.

   After successful publication, the details view for golden records is updated with a Main tab and an association tab that displays merged records.

Creating a hierarchical view of golden records

You can create a hierarchical view with golden records as parents and corresponding merged records as children.

To create the hierarchy view:

1. Open the table you want to create the view of.

2. From the View menu, select Create a new view.

3. Define desired options, but for the View mode, select Hierarchical view.

4. Select Next.

5. In the Dimension box, select the Target record option.

6. Select Create to create the view, or Create and apply to create and display the view.

   This view is now accessible from the View menu.