Reference Data

Overview

Reference Data comprises tables of information that are configured and maintained directly by clients. The data is used mainly to populate user selection fields, for example drop-downs and radio buttons, in ICE Policy and ICE Version Manager.

To access the Reference Data:

1. Click on the Reference Data tab in the left hand pane:

1. Double click on any one of the Reference Data tables in the tab to display the list of associated data in the right hand pane:

Importing a New Reference Data Table

Where Reference Data exists outside ICE Workbench, for example, in one or more worksheets within a Microsoft Excel spreadsheet, then you can import them directly into ICE Workbench.

You should only use this feature for importing the Code and Descriptions Columns

To import a new Reference Data table, proceed as follows:

1. With the Reference Data (Global) tab open, click on the Import Reference Data icon:

1. Enter a unique Reference data name, using the agreed naming conventions for your implementation and without any spaces:

An error will be detected if you enter the name of an existing Reference Data table, as you cannot overwrite existing tables.

1. From the Table definition name drop-down, select a Table Definition that matches the structure of the worksheet(s) that you are going to be importing. StandardDefinition is the most common option.

2. Select File Selection to locate and select the file that you wish to import to display the first 10 lines of the current worksheet in the preview pane. Check that the information is displayed correctly in the preview.

1. If the selected spreadsheet has a header row, click My spreadsheet contains headings. This will prevent the first row from being imported as a Reference Data entry.

2. If the selected spreadsheet contains multiple worksheets, and you want to import them all, click Bulk import all worksheets. You will not be able to change the Reference Data Name here because the table will automatically take the name of the spreadsheet tab.

3. Click OK to start the import process. Click Cancel to abort the process.

4. Following a Refresh, the imported Reference Data table(s) appears alphabetically in the list of Reference Data tables.

Creating a New Reference Data Table

To manually create a new Reference Data table:

1. Click the Add New button and select Reference Data from the menu:

1. Enter a unique Reference data code, using the agreed naming conventions for your implementation, and select the required Table Definition from the drop-down. This is a free format field.

2. When done, click OK. This will create the Reference Data table, which, following a refresh, will appear alphabetically in the list, and will be automatically locked to the creator.

3. Complete the table by adding rows to it, and then Commit it.