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Work with Reference Data Records

Daily operations for adding, editing, filtering, and viewing reference data records.

Find reference data tables

  1. Go to Reference data > Tables.

  2. Select a table to open it.

Add records

  1. Open your table > Data tab.

  2. Select Add record.

  3. Provide information in the available columns.

  4. Press Enter.

Result: New record added in New draft state, ready for publishing.

Edit records

  1. Select the field you want to change.

  2. Enter the new value.

  3. Press Enter.

Result: Record switches to Changed draft state, ready for publishing.

Copy and paste data

Streamline data entry with enhanced copy-paste capabilities. You can copy values from external sources like spreadsheets and paste them directly into table cells, significantly reducing manual data entry effort.

Copy and paste single values

  1. Copy a value from an external source (Excel, text editor, etc.).

  2. Select the target cell in your reference data table.

  3. Paste the value using Ctrl+V or right-click > Paste.

  4. Press Enter to confirm the change.

Copy and paste multiple values

  1. Select and copy multiple cells or rows from an external application like Excel.

  2. Select the starting cell in your reference data table where you want to paste the data.

  3. Paste the values using Ctrl+V.

  4. The system automatically populates the adjacent cells with the copied data.

  5. Press Enter to confirm all changes.

Supported features

The enhanced copy-paste functionality supports:

  • Single and multiple cell operations - Paste individual values or entire data ranges.

  • Data from external applications - Works with Excel, Google Sheets, text editors, and other applications.

  • Automatic data type handling - The system automatically converts and validates data types during paste operations.

  • Batch operations - Paste multiple rows of data at once for faster data entry.

Note: If pasted data doesn’t match the expected data type for a column, the system will show validation errors that you can correct before saving.

Bulk edit

You can perform bulk column updates directly in the interface. The Bulk edit action includes two tabs: Basic and Advanced, with AI assistance available to help you through the process.

  • The Basic tab allows for straightforward edits without needing SQL knowledge.

  • The Advanced tab is for users who prefer to use SQL syntax for more complex updates.

Access bulk edit

  1. In the Data tab, right-click on any column header or select the three-dot menu for the column.

  2. Select Bulk edit.

    Column header context menu with Bulk Edit option

    The Edit dialog opens with two tabs:

    • Basic: For straightforward edits without SQL knowledge.

    • Advanced: For SQL-based updates with AI assistance.

Basic tab

Use the Basic tab for simple column updates without SQL knowledge:

  1. Select the attribute you want to edit.

  2. Enter a new value for all records.

  3. Select Confirm to apply the changes.

Advanced tab

Use the Advanced tab for SQL-based updates with AI assistance:

  1. Switch to the Advanced tab.

  2. Modify the SQL query according to your requirements or use AI assistance to generate the SQL.

    Bulk Edit interface with Advanced tab

  3. Select Confirm to execute the SQL statement.

All changes apply immediately to the draft dataset. Make sure to review your updates carefully before confirming the execution.

Delete records

  1. Point to the record header row.

  2. Select three dots menu > Delete.

Result: Record marked as To be deleted, ready for publishing.

Filter records

You can filter your data to find, analyze, and edit needed records.

Quick filter: Right-click any column header > Filter (preselects that attribute)

Record state:

  1. Select Filter on the Data tab

  2. Choose an option from the Record state list.

    • New

    • Changed

    • In review

    • To be deleted

    • Unchanged

      Filter by record state

Advanced filter:

  1. Select Filter on the Data tab

  2. Select Advanced.

    Filter button selection interface

  3. In the Filter records dialog, define the conditions of your filter:

    Filter records dialog with condition settings

    • Attribute: Select the attribute name.

    • Condition: Select the condition. The options available depend on the data type of the input attribute. Here are some of the most common ones:

      • String: contains, begins with, ends with, is empty, is not empty, equal to, not equal to.

      • Integer: =, >, <, >=, ⇐, !=, is empty, is not empty.

      • Date: equal to, not equal to, after, before, after or same as, before or same as, is empty, is not empty.

      • Boolean: is, is empty, is not empty.

      • Expression: Enter the value against which the condition is checked.

Filters are applied as soon as you define the first condition. You can keep adding conditions (Add condition or the Plus option in the condition row) until you get the records you’re looking for.

Make sure you select the correct operator between conditions: AND or OR. For more complex queries, you can aggregate several conditions into one to further refine the search results (Add group).

You can also clear all filters with Clear all.

Applied filters are listed above the table in the Filtered by section. You can select this to add or remove filters.

Select the Filter off (Pause) icon for an unfiltered view of the data. To resume, select the Filter on (Play) icon.

Applied filters interface showing active filters

Monitor data quality results

When data quality rules are configured and evaluated, validation results appear on the Data tab.

Check validation status

After evaluation, a data quality column appears on the left showing icons for each record. Select any validation icon to see failed rules and explanations.

Column headers show a quality bar for each attribute. Select the bar to see applied rules and pass/fail counts.

The toolbar shows an overall quality indicator:

  • Select the indicator to see the dataset-level breakdown

  • Select Evaluate DQ to trigger a new evaluation

Fix validation issues

  1. Locate failing records using the data quality column.

  2. Select the validation icon to see which fields and rules failed.

  3. Edit the failing fields directly in the grid.

  4. Trigger a new evaluation to verify your fixes.

For information on managing rules, see Monitor Data Quality of Reference Data.

View record detail

You can view detailed information about a record, including an editable list of all attributes, record history, and state overview.

To view record details:

  1. Point to a record in the header row.

  2. In the three dots menu, select Detail.

    Record detail dialog with attribute listing

The Detail tab provides the following options:

  • Editable list of all attributes.

  • History: List of historical versions of the record.

    To restore an older version of the record, select Restore from the three dots menu on the record version in the History list.

    Record history view showing version timeline

  • Version overview tab.

    Here you can find information about the state of record attributes.

Select Show differences only to only show attributes that are different in the published and draft versions.

+ Record state overview showing difference comparison

Next steps

After making record changes:

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