Tables View: Duck Creek Technologies

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TABLES VIEW
• Tables View
◦ Tables View Controls
◦ Adding or Editing Data Names
◦ Creating Tables
◦ Editing Tables
◦ Search Types
◦ Selecting Tables By Class
◦ Viewing Table Inheritance
◦ Working with Table Keys
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TABLES VIEW
Overview
The Tables view lists the tables of a ManuScript. You use the Tables view to edit the content of each table. A table contains the raw data of a
ManuScript and is structured with keys by name and values. In Tables view, you can enter and edit data for tables in a ManuScript.
When working with a large amount of data in a table (more than 100,000 cells), it is recommended to create the table as an external
table in a database.
Opening Tables View

To open the Tables view:
• Click the Tables button .
You can also:

On the View menu, click Tables.
What's Next
For additional information on working in Tables view, see:
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• Tables View Controls
• Adding or Editing Data Names
• Creating Tables
• Editing Tables
• Search Types
• Selecting Tables By Class
• Viewing Table Inheritance
• Working with Table Keys
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TABLES VIEW CONTROLS
Overview
This article describes ways you can control the Tables view using toolbar buttons, menus, and keyboard shortcuts. Click a table name to open the
Table Properties dialog box. Click a key name or key value to open the Key Properties dialog box.
Tables View Toolbar

The Tables toolbar contains the following buttons. The version of Author that you are running determines which button images appear in the
toolbar.
BUTTON
NAME ACTION
Create new standard table

Opens the Table Properties dialog box for you to create a new regular table.
Delete current table

Deletes the selected table.
Refresh table data

Refreshes the list of tables.
Table properties Opens the Table Properties dialog box for the selected table.
Enter key down Enters data down the columns of the table.
Enter key across Enters data across the rows of the table.
Insert a record in data on the page Inserts a cell into the table, pushing the data down by one cell. The data in the last
cell is lost.
Delete the current record from data on the Deletes data from the current cell and moves the existing data up.
page
Tables View Edit Menu

The following table describes the options available in the Edit menu. Options may appear unavailable based on the selected table type.
KEYBOARD
OPTION ACTION SHORTCUT
CTRL+Z
Undo Undoes the last action performed.
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KEYBOARD
CTRL+A
New Table Opens the Table Properties dialog box for you to create a new regular table.
New Opens the Table Properties dialog box for you to create a new conditional table.
Condition
Table
New External Opens the Table Properties dialog box for you to create a new external table.
Table
New Opens the Table Properties dialog box for you to create a new datasheet table.
DataSheet
Table
Delete Table Deletes the selected table. This option is not available for inherited tables.
Demote/ Removes local table definition, returning it to inherited status. This option is only available on modified
Revert inherited tables.
Select by Opens the Select by Class dialog box for you to choose a table from the Class-ordered dropdown list.
Class
F5
Refresh Refreshes the list of tables.
Table
Import Opens the Table Import Wizard for you to import table data.
External
Table
Properties Opens the Table Properties dialog box for the selected table. You also can double-click a table name to
open the Table Properties dialog box.
Duplicate Opens the Table Properties dialog box for you to duplicate the selected table and retain the information
Table from the copied table.
View Table Opens the XML Viewer dialog box, for you to view the source XML for the selected table.
XML
Compare Opens the XML Comparison dialog box for you to compare the current XML with the base XML. This option
XML is only available when changes are made to inherited tables.
CTRL+U
Used By Opens the Usage dialog box for you to see the items that use the selected table. To go to an item, click the
item and then click Go To.
Key The options available when working with table keys vary by table type.
The following options are available for managing standard tables:
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KEYBOARD
• Edit Key
• Add Key
• Delete Key
The following options are available for managing conditional tables:

• Add condition
• Edit condition
• Delete condition
• Duplicate condition
• Create sub-level
• Copy condition text
• Paste condition text
• CTRL+X
Data The following options are available for editing table data: (Cut)
• Modify Data • CTRL+C
• Insert Record (Copy)
• Delete Record • CTRL+V
(Paste)
• Delete Data
• Cut Data
• Copy Data
• Paste Data
Cell Size Available only for conditional tables. The following options are available for modifying cell size:
• Increase Min Height
• Decrease Min Height
• Increase Min Width
• Decrease Min Width
Enter Down Enters data down the columns of the table.
Enter Across Enters data across the rows of the table.
DataSheet Tables Toolbar

The following table describes the toolbar that displays when you select a DataSheet table.
BUTTON NAME ACTION
Add a new row to end

Click to add a new row to the end of the data sheet.
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BUTTON NAME ACTION
Insert a new row at

current Click to insert a row above the selected row in the data sheet.
Delete current row

Click to remove the current row or all marked rows from the data sheet.
Move row(s) up
Click to move the current row or all marked rows up.
Move row(s) down Move row(s) down
Insert rows from field

code list Click to select a set of option list codes from a field and insert at the current cell, adding rows
down if needed.
Add rows of numbers

Click to define a set of numbers to insert into the current cell, adding rows down if needed.
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ADDING OR EDITING DATA NAMES
Overview
Data Names in the Table Properties dialog box are the column titles for the table. In this section you will learn how to add or edit Data Names.
Adding or Editing Data Names

To add or edit Data Names:
1. Click the table name.
2. Click the Table Properties button .
You can also:

• On the Edit menu, click Properties.
• Double-click the table name.
• Right-click the table name, and then click Properties.
3. Enter the new data name into the Data Names field, or edit an old name.
You may also click:

◦ Add to add additional lines for data names.
◦ Delete to delete a data name.
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CREATING TABLES
Overview
In this section, you will learn how to create three types of tables:
• Regular tables that contain values corresponding to table keys.
• Conditional tables that contain values determined by specified conditions.
• DataSheet tables that allow unlimited key and key-value combinations.
• External tables that contain data not included in the ManuScript.
You will also learn how to import external tables or map the XML of a ManuScript to import Excel data.
When working with a large amount of data in a table (more than 100,000 cells), it is recommended to create the table as an external
table in a database.
Creating a Regular Table

To create a regular table:
1. Click the New Table button .
You can also:

• On the Edit menu, click New Table.
• Right-click the Tables list, and then click New Table.
• Press CTRL+A.
2. Complete the Table Properties dialog box:

a. Enter a Name for the table.
The name cannot exist as a field or group name in the current or base ManuScript.
b. Enter the Data Names.
Enter one or more items to retrieve from the table.

c. (Optional) Enter the Class for the table.
Classes are a way to select certain tables.

d. Click OK.
The Key Properties dialog box appears.

3. Complete the Key Properties dialog:
a. Enter a Key Name.
The Key Name identifies the data to be passed into the table.
b. In the Span list, click Row, Column, or Page.
The Span refers to the way you search for data in the table. You can search down the rows, across the columns, or across pages, which
appear as tabs in the display.
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c. In the Search Type list, click the appropriate search type.
The Search Type defines the way to look up the data. The default method is =. Other options are >, <, >=, <=, Range Check,
Interpolated, and Graduated. For more information on search types, see Key Search Types.
d. In the Data Type list, click the appropriate data type.
Data types can be Boolean, Currency, Date, Datetime, Float, Int, String, or Time.
e. Enter the Key Values to be used in the table.
These are the values that can potentially be passed into the table by the lookup field.
f. Click OK.
4. Enter the table data.
You can enter the information directly into the table, or cut and paste it from a table in a different program, such as Microsoft Excel or
Microsoft Word.
You can manipulate the size of the cells in the table by dragging the cell borders.
After you build a table, you must create a lookup field to access the information from the table. For more information, see Lookup.
Creating a Conditional Table

To create a conditional table:
1. On the Edit menu, click New Condition Table.
You can also:

Right-click the Tables list, and then click New Condition Table.
2. In the Get Group for this Table dialog box, click the group level for the table, and then click OK.
The group level for the table is important for conditional tables because the table checks the condition by looking for the value of the field at
the level where the table is placed.
The name cannot exist as a field or group name in the current ManuScript or a base ManuScript.


d. (Optional) Click Always execute.
This causes the table to always execute, even if not called from a field.
e. Click OK.
The main Table pane displays cells in which you can define conditions. These cells default to 1, which indicates True and is used if no
condition must be met to retrieve the corresponding value from the table.
4. Edit the conditions for all condition cells.
a. Right-click the condition cell.
b. Click Edit Condition.
c. Use the Condition Builder dialog box to define the condition.
5. Enter data values into the cells of the table.
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Creating a DataSheet Table

The data sheet view of a table provides a row-based view and access to data that is similar to a standard database table. The data sheet view
allows keys to be setup that are ‘jagged’, meaning there is a varied combination of key values for any given row of data. The initial columns in the
data sheet view can be setup as key fields. The key fields will be used by the lookup to specify the key value used to retrieve data.
To create a DataSheet Table:

1. On the Edit menu, click New DataSheet Table.
You can also:

Right-click the Tables list, and then click New DataSheet Table.

The name cannot exist as a field or group name in the current or base ManuScript.

d. (Optional) Modify the value in the Separator dropdown list for the table.
e. Click OK.

The Search Type defines the way to look up the data. The default method is =. Other options are >, <, >=, <=, Range Check. For more
information on search types, see Key Search Types.
These are the values that can potentially be passed into the table by the lookup field.
f. Click OK.
4. Enter the table data.
You can enter the information directly into the table, or cut and paste it from a table in a different program, such as Microsoft Excel or
Microsoft Word.
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5. After you build a table, you must create a lookup field to access the information from the table. For more information, see Lookup.
Creating an External Table

When you create an external Table in Author, you define a link to an external database. The ManuScript can read the data from the external table,
but cannot write data to it.
You can create an external table using:

• An ODBC data source
• A data service
Creating an External Table Using an ODBC Data Source

You can create an external table using an ODBC data source such as a Microsoft Access, Microsoft Excel, or Microsoft SQL 2005 file.
To create an external table using an ODBC data source:

1. On the Edit menu, click New External Table.
You can also:

Right-click the Tables list, and then click New External Table.
2. In the Get Group for this Table dialog box, click the group level for the table, and then click OK.


This causes the table to always execute, even if not called from a field.
e. Click OK.
4. In the External Source list, click ODBC Data Source.
5. (Optional) Select the Preview table check box to view a preview of the table information.
6. In the Table/View Name field, enter the table name.
7. In the Data Source field, enter the appropriate data source name, and then click Next.
8. Define the keys for the table:
b. In the Data Type list, click the appropriate data type.
c. In the Find list, click the method to find the key in the external table.
9. (Optional) Enter an External Name for each key.
10. (Optional) Select the Use Default check box and enter a default value for the table.
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Creating an External Table Using a Data Service
To add an external table in Author:
1. On the Edit menu, click New External Table.
You can also:

Right-click the Tables list, and then click New External Table.
2. In the Get Group for this table dialog box, click the group level for the table, and then click OK.
You can enter one or more items to retrieve from the table.
You can define classes as a way to select certain tables.

This causes the table to always execute even if not called from a field.
e. Click OK.
4. In the External Source list, click Data Service.
5. In the Data Service list, click dataSet or dataKey.
6. (Optional) Click View Catalog to select a data service file, which will fill the Data Name and appropriate Key Name fields.
7. Enter the Data Name.
Click the Ellipsis button to use the Reference Select dialog box to select a field reference, or specify a value. The name entered here is
the source entered in the SELECT clause of the SQL query string passed to the ODBC driver.
8. Define the keys for the table. For each key:
a. Enter the Key Name.
b. Click the Data Type.
c. Click the method to Find the key in the external table.
d. (Optional) Enter the External Name.
Demoting or Reverting An Inherited Table

To demote or revert an inherited table:
1. In the tables list, click the table.
2. Click the Demote/Revert button .
You can also:

• On the Edit menu, click Demote/Revert Table
• Right-click the Tables list, and then click Demote/Revert Table.
3. In the Confirm dialog box, click Yes to confirm Demote/Revert Table or No to cancel.
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The contents of the table reverts to the original state.
Importing Tables from Another ManuScript

To import tables from another ManuScript:
1. On the File menu, click Import.
The Import Wizard dialog box appears.

2. Click Catalog.
The ManuScript Catalog dialog box appears.

3. Click the ManuScript from which to import tables, and then click OK.
4. Click Import Tables, and then click Next.
The tables in the selected ManuScript are displayed in the Select the item(s) to import list.
5. Click the tables to import, and then click Next.
The tables you selected are listed. Tables that you selected in the previous display that already exist in the current ManuScript are not
selected for importing.
You can clear any element you do not want to import by clearing the check box. You can force the importation of an element you already have
in the current ManuScript by selecting an unselected check box or by clicking Select All.
6. Click Finish.
All selected tables are imported into the ManuScript.
Working with Microsoft Excel Files

Excel files can be imported into Author or they may be accessed externally at runtime. Files may be imported into Author by importing specific
spreadsheet tables, or by mapping ManuScript XML. Files may be accessed externally at runtime through a user-specified data provider
connection. The following table outlines some of the benefits of each method of working with Excel files.
METHOD BENEFITS
• One-time import of large amounts of data.

XML Mapping
• Share existing data without creating new tables in Author.
• Large risk schedules can be imported from external data sources.
Importing an External Table • Share existing data without creating new tables in Author
• Quick access to easily specified data within a spreadsheet
• Real-time access to immediately referenceable and updated data.

Data Provider Connection
• Continued use of the existing file as a data source.
• Quick access to data following the initial creation of a data source name.
• Flexibility through programmatic mapping at runtime.
If the data being accessed is efficiently managed in an Excel spreadsheet, it is recommended that you create a table in Author to manage the
data more reliably.
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Mapping XML to Import Excel Files
To map XML to import Excel files, server requests are coordinated and called from a ManuScript. Tables must be imported into fields or groups,
and columns must be collected.
To import tables into a field or group:

1. Create a field named TriggerExcelData outside the repeating group to import.
2. Create a public group named Upload as a child of the data group.
3. Create a public group named Mapping as a child of the Upload group.
4. Add a private group and field named UploadInput.
5. Add a private group and field named UploadPrivate.
To collect specific columns, create a public group named Mapping as a child of the Upload group.
1. For each column of data you wish to import, create another public group with the word Map prepended to the field name.
2. (Optional) Repeat step 1 for each column of data you wish to import.
3. (Optional) If this group represents data that will also have a value map section to match existing dropdown options, include
[@valueMap="1"] as part of the path attribute.
Each of these public groups has one field that describes the mapping of the field information to the column in the Excel spreadsheet using the
<ExcelImport.inferValueRq> request.
4. On the Column field, do the following:
Each of the data item fields must have the identical path value as the column name on the spreadsheet.
View XML examples mapped to import Excel files.

a. Set the Default value to be the same as the column name on the spreadsheet.
b. Set the Caption value to be the same as the column name on the spreadsheet.
c. In the Value list, click Request, and then add <ExcelImport.inferValueRq> request to load the column name. The response path of this
request should be @column.
The first parameter for this request specifies the spreadsheet file name and location. The second parameter specifies the type of data in
this column of the spreadsheet. This request identifies which column of the spreadsheet to use for the import.
d. Add an Options setting of <ExcelImport.getColumnNamesRq> request with the following values:
▪ A response path columns/column
▪ Value item @name
▪ Caption item @caption.
This loads the data of the column whose name is in the Caption attribute of this field.
The Default value and the Caption value of the map field must be identical, and these values should also be identical to the
Caption value of the target data field.
e. To specify what data to import from the spreadsheet, do the following:

▪ Duplicate the Map group created in step 3 of the import tables into a field or group so that there is one group per column on the
spreadsheet to be imported.
▪ Make any necessary changes to the group path, Default or Caption values, and the <ExcelImport.inferValueRq> request parameters.
f. Specify which data fields should be populated with the imported values that have been specified.
g. On the TriggerExcelData field created in step 1, add a pre-effect field for each column field that has been added.
h. On the page where the data is to be loaded, in the Execute field data.TriggerExcelData, set Execute ManuScript to Calculate and
Accept to make the execute field available.
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i. Insert an Action and the following three requests:
▪ <ExcelImport.getcolumnnamesRq> request
▪ <ExcelImport.importvaluesRq> request
▪ <ExcelImport.importdataRq> request
j. Add a response path identifying where to put the data to the <ExcelImport.importdataRq> request.
k. Add the data fields specified in step f.
Importing an External Table from Excel

You may create a new table by importing a table from an external database or from an Excel spreadsheet. Once imported, you can read or write
data in the new table.
To import an external table:

1. In Excel, specify a Named Range for the appropriate workbook that includes that data that will be the target data for the import, and save the
workbook.
2. In Author, on the Edit menu, click Import External Table.
You can also:

Right-click the Tables list, and then click Import External Table.
The Table Import Wizard dialog box appears.

3. In the Data Source Name list, click the appropriate data source name, and then click Next.
◦ If the appropriate data source is not listed, click File, and then browse to the desired Excel file or data source.
When Importing directly from Excel, the worksheet being imported should have a header row for the data and only contain the table data.
◦ If you have the Excel data in your clipboard, click Create table from Clipboard.
If the button is disabled, mark and copy the area in Excel for the table.
◦ If you have not set up the file source data name, click the ODBC Administration panel link to open the ODBC Data Source
Administration dialog box to set up a data source.
4. In the Table View/Name list, click the tab, table name or worksheet, and then click Next.
5. On the Table Defition tab, do the following:
a. In the Table Name field, enter a table name.
b. (Optional) Select Create as Datasheet to create a DataSheet table.
c. Define the new table by selecting appropriate columns in the spreadsheet to specify the table rows, columns, and data fields to import.
You must select at least one row key and one data name.
6. Click Finish.
The new table appears in the Tables list.
Using a Data Provider Connection

The rating engine can access external database tables at runtime through ODBC, using the Microsoft ADO components. This facility is designed
to allow the rating calculations to access legacy data that is not maintained within a ManuScript. The ManuScript includes a query defined for
each data element needed from the external data source and retrieves the values at runtime.
For the engine to access the tables through ODBC, you must define a data source on the machine that is performing the rating.
The data source can be a:

• DSN ODBC source
• Connection with no DSN specifying the database file and driver to be used for the connection
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Using a DSN data source in the ManuScript is recommended to allow an abstraction layer between a named data source and the
actual location and name of the database.
To use a DSN data source, use the ODBC Data Source Administrator to setup a system or file-based DSN. The DSN connection is specified in a
data source file that is created using the ODBC Data Source Administrator tool (accessible from the Windows Start menu). The default path for
this tool is: Settings/Control Panel/Administrative Tools/Data Sources (ODBC). The user must specify a DSN connection, save the XML file, and
then point to the saved file location using the specified DSN connection. Because the process for creating a DSN connection varies depending on
the version of Windows used, click the Windows Help menu for assistance.
Creating a 32-bit ODBC Connection on a 64-bit Environment

Because Author is a 32-bit application, a 32-bit ODBC connection must be made to preview external tables. To create a 32-bit ODBC connection
to preview external tables, do the following.
1. Navigate to the odbcad 32-bit exe. file located on your local machine and open the file. For example, C:\Windows\syswow64\
odbcad32.exe.
2. Click the System DSN tab.
3. Click Add.
4. Select SQL Server as the data source.
5. Click Finish.
6. On the screen that appears, type a name for the connection and the server name. Click Next.
7. Select SQL Server Authentication and type the username and password.
8. Select your EXAMPLE Data database.
9. Click Next and then Finish.
After creating the connection, test it to ensure that it makes a successful connection to the data source.
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EDITING TABLES
Overview
In this section, you will learn how to delete or duplicate a table. You will also learn how to change the data entry method, insert or delete data
records, modify data in tables, and change the separator on table data. The method of data entry can be completed first down and then across, or
first across and then down.
Deleting a Table
To delete a table:
1. In the Tables list, right-click the table, and then click Delete.
2. In the Confirm dialog box, click Yes to confirm the deletion or No to cancel.
Duplicating a Table
To duplicate a table:
1. In the Tables list, click the table.
2. On the Edit menu, click Duplicate Table.
You can also:

Right-click the table name, and then click Duplicate table.
The Table Properties dialog box opens.

3. Enter a new Name for the duplicate table, and then click OK.
Changing the Data Entry Method

When you enter data into a table cell and press ENTER, the cursor moves to the next cell down or across based on the selected data entry
method.
You can enter data in tables in two different directions:

• Down then across
• Across then down
To change the date entry method for a table:

1. In the Tables list, click the table .
2. Click the first cell in the table.
3. Click the Enter Down button or the Enter Across button to define the data entry method.
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Inserting Data Records

To insert a data record in a table:
1. Click the table in the list.
2. Click a table cell.
3. Click the Insert Record button .
The new cell is empty and the current values are moved down in the table. If the table is full, the bottom value is lost.
Deleting Data Records

To delete a data record in a table:
1. Click the appropriate table cell.
2. Click the Remove Record button .
The current values are moved up in the table and the last value is blank.
Modifying Data in Tables

The data in tables can be modified manually through data entry or can be modified by a factor or percentage by using the Modify Data dialog box.
To modify data using the Modify Data dialog:

1. Click the name of the table.
2. On the Edit menu, point to Data and then click Modify Data.
3. Click Modify values by factor or Modify values by percent.
4. Specify the factor or percentage.
a. To specify the factor, click Divide by or Multiply by and enter the appropriate number.
b. To specify the percentage, click Increase by or Decrease by and enter the appropriate number.
5. In the Apply Changes to list, click all cells, the active cell, or selected cells.
6. (Optional)To round the results, click the appropriate Round type. For more information, see Calculation Rounding Options.
7. Click OK.
Changing the Separator on Table Data

The default separator for table data is a comma. The separator can be changed to a semicolon (;), colon (:), vertical bar (|), dash (-), or period (.).
To change the separator that separates data in a table:

1. In the Tables list, click the desired table.
2. Click the Table Properties button .
The Table Properties dialog box appears.

3. From the Separator list, click the desired separator.
4. Click OK.
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Setting Table Comments

A Comment is information about the field that may be useful for documentation purposes.
To set the value of the Comment property:

1. In the Tables list, click the table.
2. In the Comment field, enter the comment text.
The maximum number of characters allowed is 100. Formatting is not available for comments.
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SEARCH TYPES
Overview
This section provides information on search types within Tables view.
Key Search Types

The Search Type of each key controls how the data is returned for each lookup made into the table. When a key is being searched, each key
value is compared against the search value to find a match according to the search type being used. The default search method is = (equal).
Comparative Search Types

The simplest search types are the comparative search types:
• =
• < (less-than)
• > (greater-than)
• <= (less-than or equal to)
• >= (greater-than or equal to)
The comparative types search down a column until the comparison of the key value and the search value is true. The data type of the key is
important because the comparison treats the values in the key list according to data type, comparing numbers, strings, or dates. When the less-
than or greater-than types are used it is important to ensure the key value order make sense as a top-down search, from the most restrictive value
to the least restrictive value.
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Range Check Search Types
The Range Check search type searches the key to find if the search value is in any part of the range specified by each key value. The Range
Check search type uses the hyphen (-) and the comma (,) to specify range values. A non-range key value can use either the less-than sign (<) or
greater-than sign (>) to indicate the search value can be either less than or equal to, or greater than or equal to, the key value. Any combination of
comma-delimited values and range values can be entered for each key item.
A hyphen indicates inclusive range (low to high) and a comma separates individual values. When both sides of a range phrase are numeric, the
range is checked numerically. When non-numeric values are specified as a range, the comparison is done alphabetically. Each comma-delimited
item is checked for enumeration using the same numeric or string logic. The following table provides examples of appropriate Range Check
syntax.
KEY VALUE VALID RESULTS
<100 100 or less
12,16,20-30 12, 16, or any value from 20 to 30 inclusive
23-40, 50-61, >99 23 to 40, or 50 to 61, or 99 and greater
Each Additional Support

Some tables list amounts for the most common values that do not fit into the interpolation process and then state something such as for each
additional 1000, add 5. To support this kind of lookup, table keys need a method to indicate an each additional amount. Before the final key value
in a list, place the text [eachadd] to indicate the value for an each additional phrase. An example of such a table appears below.
KEY VALUE
1-10000 10
10001-20000 22
20001-30000 35
[eachadd]5000 5
Results of lookups into this table would include:

• If the search value is 15000, the returned lookup value would be 22.
• If the search value is 41000, the returned lookup value would be the next-to-last amount (35) plus the appropriate number of each additional
amounts, computed by the number of increments between the request key and the highest defined key value. In this case that would be
(41000 - 30000) / 5000 which is 3 increments, so the returned value for this example would be 50 (35 + (3 * 5)).
Interpolate Search Types

The Interpolate search type performs interpolation and extrapolation using key values. There can only be one key in a table that has the search
type of Interpolate. There can be other keys, but only one can be an Interpolate key. The key values of an Interpolate search type must be
numeric and the numeric order of the keys must be in ascending order. To enable extrapolation, the last key value should be the each additional
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amount, and must be smaller than the previous key value. The fact that the last key value is smaller than the previous value is the indicator to the
system that extrapolation is desired of higher values than the next to the last value.
The system automatically adds an asterisk (*) after each additional key values as an indicator.
The interpolation/extrapolation lookup works by searching the key values to find the two entries that are closest to the search value. If the two key
values are one lower and one higher, then the returned lookup value is the interpolated value of the associated data in the table of these two
keys. If the key is set up to extrapolate (has an each additional value) and the search value is greater than the largest key value, the returned
value is the extrapolated value.
The following table is defined with a single key with a search type of Interpolate.
KEY VALUE
0 10
20 15
30 20
40 25
50 30
60 35
70 40
80 45
10* 5

• If the search value is 34, the low key would be 30 and the high key would be 40. The interpolation between the two associated data values of
20 and 25 would result in the lookup returning 22.
• If the search value is 71, the low key would be 70 and the high key would be 80. The interpolation between the two associated data values of
40 and 45 would result in the lookup returning 40.5.
• If the search value is 102, the low key would be 80 and the high key would be 10. This example would use extrapolation to determine the
value. The extrapolation would result in the lookup returning 56.
To prevent a lookup from returning a value with many decimal places, you can set a precision, which is the number of decimal places to round.
For example, if you set a precision of 2, the lookup returns a value that has only two decimal places (9.99). Interpolation precision is only valid for
table lookups that use the Interpolate search type.
Graduated Search Types

The Graduated search type is a special search type used for tables whose keys have a cumulative purpose. There can only be one key in a table
23
that has the search type of Graduated. There can be other keys, but only one can be a Graduated key. The data in a Graduated table identifies a
base value as the first key value and then each ensuing key value identifies an additional amount as either a factor or additive value to apply to
the base. The returned lookup value is the cumulative total of all key values that apply to the search value.
• The Graduated search type uses a specific syntax for each key item that defines how the key is to be processed. The rules of the key values
for the Graduated type are separated into the first key value, the last key value and the interior key values:
• First key value — Identifies the base amount. The data associated with the first key is used as the starting value. The numeric value of the
first key defines the included amount, or the first threshold amount (for instance, the first 200 dollars). The syntax of the first key value is:
First IncludedValue
• Interior key values — Identify the graduated steps of the value. The data associated with these keys are the additive amounts that are
applied to the base amount. The numeric value of the interior keys identifies the increment amount (for instance, the next 100 dollars). Key
values can also be defined with an optional per amount by including a comma and the per amount. If there is no per amount, the entire data
value of the key is added to the base when the search value applies. If there is a per amount specified, the data value of the key is multiplied
by the fractional number of per amounts the search value requires, interpolating the per value.
All interim calculations are rounded to the dollar.
The syntax of interior key values is:
Next IncrementAmount, PerAmount

• Last key value — Identifies the additive amount if the search value is greater than all the graduated steps. Like the interior values, the last
key value can have an optional per amount specified, and behaves the same as the interior keys. The syntax for the last key value is:
Excess IncrementAmount, PerAmount
The following table is defined with a single key with a search type of Graduated.
KEY VALUE
First 200 80
Next 100,25 12
Next 300,50 4
Excess, 100 5

• If the search value is 125, it is less than or equal to the first amount, so the returned lookup value would be 80.
• If the search value is 350, the returned lookup value would be 132. This value is the base of 80, plus 48 (4 * 12) from the Next 100,25 key,
plus 4 for the first 50 from the Next 300,50 key.
• If the search value is 650, the returned lookup value would be 155. This value is the base of 80, plus 48 (4 * 12) from the Next 100,25 key,
plus 24 (6 * 4) from the Next 300,50 key, plus 3 from the fractional part of the first 100 from the Excess, 100 key.
24
SELECTING TABLES BY CLASS
Overview
You can sort and select tables by their optional property Class. The Class allows you to enter a filter or grouping for tables. For example, you can
set Class=BaseRate for all tables that are Base Rates for premiums. BaseRate tables may then be displayed as a smaller list of tables. In this
section, you will learn how to select tables by Class.
Selecting Tables by Class

To select tables by Class:
1. On the Edit menu, click Select by Class.
The Select by Class dialog box appears.

2. In List of Tables by Class, click the appropriate table.
3. Click OK.
25
VIEWING TABLE INHERITANCE
Overview
You can view the ManuScript inheritance chain for tables in the current ManuScript in the Inheritance dialog box. In this section, you will learn how
to access the Inheritance (Data) dialog box from tables view.
Accessing the Inheritance (Data) Dialog Box from Tables View

The Inheritance (Data) dialog box displays the entire ManuScript inheritance chain for the current ManuScript's data (fields and tables). From this
dialog box, you can open any ManuScript in the inheritance chain by selecting the desired ManuScript and clicking Go to.
You can access the Inheritance (Data) dialog box from Tables view in two ways:
• On the View menu, point to Inheritance, and then click Data.
• On the shortcut menu for Tables View, click View Inheritance (Data).
26
WORKING WITH TABLE KEYS
Overview
Keys are the information a ManuScript passes into a table in order to find the appropriate data. In this section, you will learn how to add keys and
auto-fill, remove, and insert key values. You will also learn how to format keys for a caption and set default key values.
Adding a Key
Keys are used to define the structure of a table.
To add a key to a table:

1. Right-click a key within the table.
2. Click Add Key.
You can also:

On the Edit menu, point to Key, and then click Add key.

The Search Type defines the way you look up the data. The default method is =. Other options are >, <, >=, <=, Range Check,
Interpolated, and Graduated. For more information on search types, see Key Search Types.
4. Click OK.
Auto-Filling Key Values with Codes

You can use auto-fill to help complete the key values with the option codes from fields.
To auto-fill the key values with codes:

1. In the Key Properties dialog box, click Codes.
The Reference Select dialog box appears.

2. Click the field with the code options, and then click OK.
27
The Code Select dialog box appears.
3. Move the codes to use to the right column from the list of available codes on the left.
Click codes and use the arrow buttons to move them between boxes.
4. Click OK.
5. In the Key Properties dialog box, click OK.
Auto-Filling Key Values with Numbers

You can use auto-fill to help complete the key values with numbers or number ranges.
To auto-fill the key values with numbers:

1. In the Key Properties dialog box, click Numbers.
The Auto-Fill Numbers dialog box appears.

2. Enter the Start number, End number, and Increment.
3. If you wish the numbers expressed as ranges, select the Make range values (###-###) check box.
If this check box is cleared, the numbers appear with only the first number of the range.
4. Click OK.
5. In the Key Properties dialog box, click OK.
Inserting Key Values

To insert key values:
1. In the Key Properties dialog box, click the data value below the insertion point.
2. Click Insert Value.
3. Enter the new value.
Removing Key Values

To remove key values:
1. In the Key Properties dialog box, click the data value to remove.
2. Click Remove Value.
The remaining values move up.
3. Click OK.
The Modify Data dialog box appears.
4. Select one of the following options:
DELETION METHOD DESCRIPTION
Truncate data The data at the end of the columns/rows will be removed.
Delete data at key change The data at the point in the column/row where the key is different will be removed.
Delete data past key change The data one entry point past the point in the column/row where the key is different will be removed.
28
Formatting Keys for a Caption

Table keys can be formatted to display captions for lists. For example, key values, such as state name abbreviations, can be formatted to display
the full state name as a caption.
To format key values for captions:

1. Right-click a key within a table that contains a list.
2. Click Edit Key.
The Key Properties dialog box appears. A Caption Values column appears to the right of the Key Values
column.
3. Insert text into the desired Caption Values fields.

4. Click OK.
In Author, the caption now appears in parentheses beside the key in Tables View, and Caption As shown below, captions are the displayed value
in lists in Express.
29
Setting Default Key Values

Each key in a table is searched from the top down. The search checks or processes each key until a match or a terminating condition is found. If
no match is found in the key list, an error occurs. To avoid this error, it is useful to set a default for each key.
To mark a key as the default:

1. In the Key Properties dialog box, click the desired key.
2. Click Default Value.
The color of the key changes to indicate it is the default.
To remove a default from a key:

1. In the Key Properties dialog box, click the desired key.
2. Click Default Value.
The color of the key changes to indicate it is no longer the default.
Working with DataSheet Key Properties

The keys of the data sheet table are also data fields in the table. When setting up or adding keys to a data sheet, you are adding or changing one
of the data fields of the table. Consider the following when working with DataSheet key properties:
• Keys will be the first N-columns in a data sheet table.
• Keys support all the search types and data types of other tables, except for than interpolate and graduated.
• Keys can be reordered.
30
Supporting a Default Key Value
To support a default key:
• Type an asterisk (*) into the cell.
Key values set to * are valid for any key value being requested.
Supporting Date-based Lookups

A common use of the data sheet view is to support date-based lookups for certain keys of data. The following procedure describes the
recommended approach for the lookup process to find the best match based upon the date.
To support date-based lookups:

1. Add a key for the date.
2. In the Search Type list, click >=, and then place the rows in descending order for the date.
Another approach is to use the Range Check key search type, and then enter the starting and ending data as the range value (e.g.
2017-01-01 - 2017-06-12).
31

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Opening Tables View

• Click the Tables button .

You can also:

TABLES VIEW CONTROLS

Tables View Toolbar

Create new standard table

Delete current table

Refresh table data

Tables View Edit Menu

The following options are available for managing standard tables:

The following options are available for managing conditional tables:

Enter Down Enters data down the columns of the table.

Enter Across Enters data across the rows of the table.

DataSheet Tables Toolbar

BUTTON NAME ACTION

Add a new row to end

BUTTON NAME ACTION

Insert a new row at

Delete current row

Move row(s) down Move row(s) down

Insert rows from field

Add rows of numbers

ADDING OR EDITING DATA NAMES

Adding or Editing Data Names

2. Click the Table Properties button .

You can also:

You may also click:

Creating a Regular Table

1. Click the New Table button .

You can also:

2. Complete the Table Properties dialog box:

Enter one or more items to retrieve from the table.

Classes are a way to select certain tables.

The Key Properties dialog box appears.

Creating a Conditional Table

You can also:

Enter one or more items to retrieve from the table.

Classes are a way to select certain tables.

Creating a DataSheet Table

To create a DataSheet Table:

You can also:

2. Complete the Table Properties dialog box:

Enter one or more items to retrieve from the table.

Classes are a way to select certain tables.

The Key Properties dialog box appears.

Creating an External Table

You can create an external table using:

Creating an External Table Using an ODBC Data Source

To create an external table using an ODBC data source:

You can also:

Enter one or more items to retrieve from the table.

Classes are a way to select certain tables.

You can also:

You can define classes as a way to select certain tables.

Demoting or Reverting An Inherited Table

2. Click the Demote/Revert button .

You can also:

Importing Tables from Another ManuScript

The Import Wizard dialog box appears.

The ManuScript Catalog dialog box appears.

All selected tables are imported into the ManuScript.

Working with Microsoft Excel Files