Dynamic lookups allow you to use the content of a query to create a lookup directly from the query window. The lookup is populated with query data from a specific period of time.
Create a dynamic lookup
- Go to Data Search and access the required table.
- Choose the required period using the time range selector and click Apply Interval.
- In the query window toolbar, click the gear icon and then select Table Operations → New Dynamic Lookup.
The New Dynamic Lookup window appears. Enter the required information.
This table lists the fields in the window:
Name Give a name to the dynamic lookup. Data columns Drag to this field the data columns you want to add to the lookup. Key column Select one of the columns added as key column. Learn more about this here.
Click Save settings.
Dynamic lookups are stored along with common lookups in Data Search → Lookup Management. The Mode column shows Dynamic for dynamic lookups.
Edit a dynamic lookup
You can edit the query used to feed a dynamic lookup following these steps:
- Go to Data Search → Lookup Management.
- Open the ellipsis menu of the required dynamic lookup and click Edit. You will be taken to the query you used to feed the dynamic lookup.
- Perform the necessary query operations to get the new required one.
- Now click the gear icon in the query toolbar and select Table Operations → Set this query in dynamic lookup.
- Make the necessary changes in the Edit Dynamic Lookup window (add or remove columns, or change the key column). You can also set a new query period using the time range selector, then clicking Apply Interval.
- Click Save settings. The dynamic lookup is now updated.
It may take several minutes to apply the changes. Go to Data Search → Lookup Management and check the Status column of the dynamic lookup. Changes will be applied once the indicator turns green.
To add values from a dynamic lookup to a data table, follow the steps explained in Add lookup values to a data table.