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Defining selection criteria

In this exercise, you will define selection criteria for the selection policy in the Source Plan data access plan. Selection criteria allow you to pinpoint the data you want to use in an Optim™ data management service or process. You can select data according to values in one or more columns. Selection criteria must conform to SQL syntax and include relational or logical operators.

To define selection criteria:

  1. In the Data Project Explorer, expand the Data Models folder, double-click the OPTIMUSER logical data model to open the model, expand the Package1 node, and expand the Data Access Plans folder.
  2. Double-click Source Plan. The data access plan editor opens.
  3. Click Selection. The selection policy editor opens.
  4. In the Entity Specification area, select OPTIM_CUSTOMERS from the Entity name list.
    Entity specifications area
    The attributes for the OPTIM_CUSTOMERS entity are listed in the Criteria by attribute area.
  5. Click the browse button in the Selection Criteria cell for the COUNTRY_CODE attribute. The Attribute Selection Criteria window opens.
  6. Do the following in the Attribute Selection Criteria window:
    1. From the Operator symbols list, double-click =.
    2. In the editor area, type 'US'. The following syntax should be entered: ='US'.
    3. Click OK to return to the Selection Policy editor.
    Attribute Selection Criteria window
  7. From the main menu, click File > Save.
You have defined selection criteria that will only select rows from the OPTIM_CUSTOMERS entity in which the value of the COUNTRY_CODE attribute is 'US'.
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