The Batch edit grid

The Batch Edit Tables grid shows every table of one datasource as a row, and each column is a setting you can change in place. This page describes the columns, the cells and what copies to other rows; Batch edit and organise covers opening the popup, saving your changes and what the results mean.

Find your way around the grid

• Each table of the datasource is a row. Tick rows with their checkboxes; only the checkboxes choose rows, and working in a cell leaves your selection as it was.
• The grid starts at 50 rows per page. The page size control offers 20, 50, 100 and 500 rows.
• A search box sits in the toolbar, and columns can be shown, hidden and resized.
• Everything you change is a draft until you click Save in the popup footer.
• An export mirrors the values shown in the grid: a blank Row Count exports as 0.

Catalog columns

The first five columns place the table and tell you whether it is deployed.

• Database and Schema: where the table sits. Both are read-only (Catalog location is read-only.); a dash appears when the database or schema is empty.
• Table Name: the table's name. Click or double-click it to open the table's own popup. Point at the name and a small icon appears for the table's description; click it to open the Table description popover. A table without a description reads No description provided.; the editor's placeholder reads Add description for this table.... Save stores the note and Clear empties it, and the icon stays highlighted once a description exists.
• Status: one of three badges. A Deployable table opens the deploy confirmation (Click to deploy this table); a Missing PK table opens on its Columns step (Click to open Columns tab and define a primary key), where you define a primary key; a Deployed table is locked (This table is deployed and cannot be redeployed from here.). See Set up a table's columns for the primary key and Batch edit and organise for the deploy flow.
• Row Count: how many rows the table currently holds, formatted for reading; it is read-only (Row count is read-only.).

Sync columns

Three columns decide whether and how the table loads.

• Permission Groups: the permission groups that can read the table, shown as chips. Type in the field (Add groups…) to pick from the search list (Search groups…). Apply to filtered rows sets this row's groups on every row that matches the current filters. A cell takes up to 100 groups, and the admin group is always kept: it cannot be removed, and it is included whenever the row is saved.
• Synchronize: decides whether the table's load is included in its workflow. Click the cell to switch it; filters and exports show the state as Enabled or Disabled.
• Sync Type: the table's load pattern. The dropdown reads Select sync type, and its options are grouped as Truncate Insert, Upsert, Snapshot and Onetime. A type the table cannot use is greyed out, and its reason appears with the option, for example No columns available for incremental sync. Replication is never offered here. On a deployed table, a change to a type in another DDL family asks first with Change DDL Type from {old} to {new}? and warns that the table will be dropped and recreated; Deploy a table lists every change of that kind. What each type does is on Choose a sync type.

Incremental and extra columns

These columns belong to the incremental load patterns; rows on other sync types lock them, as the lock table below shows.

• Incremental Column: the date column the incremental window reads. The cell reads Select date column until you choose one, and Required when a needed value is missing. When the chosen column sits inside the files, a warning appears next to the cell: This column is inside the files, so every run reads every file. Use _file_date for file-level incremental loads.
• Minus Day: how many days a run reads, including the current day. A whole number from 0 to 9999, with the hint Days to sync. The value commits once, when you press Enter or leave the field; Escape restores the previous value. A changed row without a value uses 10.
• Loop Increment: the days each step of the loop type loads, with the hint Days per iteration. It is shown only for Incremental Reload Loop (Truncate Insert); entering the loop type sets it to 1, and it cannot go below 1.
• Full Reload: the full first load for an empty table. On, an empty table's first load covers all history, or the period from the start date; off, each load covers the window only. Filters and exports show it as Enabled or Disabled. See Choose a sync type.
• Full Reload Start Date: the first day of that full load. It appears only on Incremental Reload (Truncate Insert) and Incremental Reload Loop (Truncate Insert) with Full Reload on; the cell reads Pick a date, and on the loop type it reads Required until you set the date. The day is shown as dd MMM yyyy, and the clear control empties the field.
• Criteria: the SQL WHERE clause that filters which rows a load reads. The cell reads Add criteria, or Defined when a condition is set, and opens the condition editor (Criteria for {table}), which reads Enter SQL WHERE clause conditions to filter the data during synchronization. Clear empties the draft only, Cancel restores the stored value, and Save keeps what you wrote; an empty box saves as no condition. It is the same editor as the Conditions step of the table; see Conditions and row-level security.
• Query Settings: the table's query execution settings. The cell reads Configure, or Configured when settings exist, and opens the shared dialog (Configure query execution settings for this staging table); saving there writes the settings back to the row. The Settings Mode column beside it is read-only, and its tooltip points you to the dialog (Change mode in Query Settings). See Query settings.

What copies to ticked rows

A cell edit copies to the other ticked rows when the row you edit is ticked and at least two rows are ticked.

• The cells that copy: Permission Groups, Synchronize, Sync Type, the table description, Incremental Column, Minus Day, Full Reload, Loop Increment and Full Reload Start Date.
• A ticked row that cannot take the change keeps its value: the incremental fields copy only to rows with an incremental sync type, Loop Increment only to rows on the loop type, and Full Reload Start Date only to rows where the field is shown. A row that cannot use the new sync type is skipped.
• A Sync Type change clears the fields the new type does not use: leaving an incremental type clears Incremental Column and Minus Day and turns Full Reload off; Loop Increment starts at 1 on entering the loop type and clears on leaving; Full Reload Start Date clears when the new type does not use it.

Why a cell is locked

A locked cell keeps the table's stored value and explains itself; point at it to read the reason.

Filter and sort the grid

• Narrow the rows by database, schema or deployment state.
• Each column header opens a filter menu. Number filters offer an (Empty) option, and Reset clears the column's filter.
• Filter states read as words: Defined or Not defined for Criteria, Configured or Not configured for Query Settings, and Enabled or Disabled for Synchronize and Full Reload.
• The Sync Type column sorts and filters by the type's visible name, for example Incremental (Upsert).
• In an incremental column's filter, rows whose sync type does not use it match only (Empty).

Questions, answered

How do I add or change a table's description?

Point at the table name in Table Name and click the description icon. The Table description popover opens; type the note and click Save, or click Clear to empty it. A table with no description reads No description provided., and the icon stays highlighted when a description exists.

Why can't I edit the Database, Schema or Row Count cells?

They keep the table's place and its size, so they stay read-only. The cells say Catalog location is read-only. and Row count is read-only.; a dash in Database or Schema means the value is empty.

Why is a sync type greyed out in the dropdown?

The table cannot use that type, and the reason shows with the option; for example, a table without a usable date column reports No columns available for incremental sync. Pick a type that is not greyed out. Choose a sync type explains what each type does.

When is a Minus Day value saved?

The cell commits your number when you press Enter or leave the field; Escape puts the previous value back. Nothing reaches the server until you click Save.

When does Full Reload Start Date appear?

On Incremental Reload (Truncate Insert) and Incremental Reload Loop (Truncate Insert) with Full Reload on. On the loop type the field is required, and the cell reads Required until you set a date; the clear control empties it again.

What does Apply to filtered rows do?

It applies that row's permission groups to every row that matches the current filters. The admin group stays applied on all of them.

How do I change a table's query settings from the grid?

Click the Query Settings cell (Configure or Configured). The shared dialog opens; saving there writes the settings back and the row updates. The Settings Mode cell is read-only and points to the same dialog. See Query settings.

What does the warning next to Incremental Column mean?

The column you chose sits inside the files, so a run cannot skip whole files: every run reads every file. Choose a file-level date column such as _file_date instead. See Load files.