Creating a Reference Value File

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EQuIS 7  >>  EDP > EDP Format Files, Open, Data Review, Tools, EDP Professional and EDP Enterprise > Professional >

Creating a Reference Value File

Create a Reference Values File from Professional EDP

 

1.Launch EQuIS Professional.

2.Connect to the database and facility where the Reference Values for the site are stored.

3.Open EDP edp_icon.

4.The last format may automatically load. To use a different format, click the Format button in the Open section of the Home tab. Please note that the exported Reference Value file will contain Reference Values specific to the format that is loaded at the time of export. (The figures in this document are taken from the EQEDD format.)

5.Click on the Reference Values tab located in the lower-left corner to view the Reference Values tables.

 

EDP_Reference_Values_Select

 

6.Select the Professional tab or File tab to Save As from the Application Menu.

7.Click Reference Values from the Package section of the top menu ribbon.

 

EDP_Package_Group

 

8.Enter the path and descriptive name when prompted.

9.Click Save 40098-save.icon.

 

Note: Enterprise users have the option to Create a Reference Values File from Enterprise EDP.

 

Create a Reference Values File that Includes All Locations

 

To create a reference value file that includes ALL locations and is facility-nonspecific, open the necessary reference tables in EQuIS Professional. Use the list of tables located in the Reference Value tab of EDP as a guide for which tables to open. The list may vary depending on the format.

 

Open the DT_LOCATION table using the “Table all rows in database” option and then save the workspace (EQuIS button > Save > Workspace) in Professional as a Reference Value file (*.rvf). This will create a complete rvf.

 

Notes:

You are now able to remove rows from the Reference Values in EDP.

If the organization publishing/distributing an .rvf so desires, they may choose to include the CreationDate and ExpirationDate, server and facility properties in the .rvf file itself for EDP Standalone. If present, EDP will display the specified date values. If those values are not present in the .rvf, then EDP will default to CreatedDate=Today, ExpirationDate=One year from today. See the following example of adding these properties in the .rvf file:

 

<?xml version="1.0" standalone="yes"?>

<RVF>

 <xs:schema id="RVF" xmlns="" xmlns:xs="http://www.w3.org/2001/XMLSchema" xmlns:msdata="urn:schemas-microsoft-com:xml-msdata" xmlns:msprop="urn:schemas-microsoft-com:xml-msprop">

   <xs:element name="RVF" msdata:IsDataSet="true" msdata:UseCurrentLocale="true" msdata:NotifyRowsChanged="50" msprop:Server="MyServer" msprop:Facility="Test Facility" msprop:CreationDate="1/1/2013" msprop:ExpirationDate="6/1/2013" >

     <xs:complexType>

       <xs:choice minOccurs="0" maxOccurs="unbounded">

 

The Reference Value tab in EDP Standalone will show a warning when the expiration date is past.

 

Filter and Export Selected Reference Values from Professional EDP

 

In some cases, you may wish to limit the output of reference values in a .rvf. These instructions explain how you can manually edit the *.rvf file before sending it to the data submitter. Depending on the RT_ table in question, and how many records it contains, this may or may not be a tedious process. Alternatively, you could use a view of the RT_ table instead of the RT_ table directly. With this change in place, anytime you create a *.rvf file, it will only include the columns you choose to be in the view.

1.Follow Steps 1 through 3 in the Create a Reference Value file from Professional EDP section above.

2.Load the desired format and compatible EDD to activate the Filter Column(s) tool; a blank EDD will suffice. Click on the Reference Values tab and select Filter Column(s).

EDP_View_Group

3.Add appropriate values to the Filter Row so that the displayed records are limited to only those that you DO NOT want to include in the RVF. For example, you could filter RT_ANALYTE to display only records that have remark="metal".

 

40098-custom.filtering

 

Highlight all resulting lines of the values that are to be excluded, and delete the rows.

 

40098-delete.unwanted

 

4.Remove the filter to ensure that only the values you wish to include in your export remain. Export the reference values as normal.

 

40098-clear.filter

 

Note: These changes to the reference values tables only exist in the instance of EDP and have no bearing on the data in the database. The changes made will only remain while that instance of EDP is open. The full reference values will be available the next time EDP is opened.