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Mapping Suites

A Mapping Suite is a set of related Mappings separated by a common attribute. For example, general-ledger summary and detail Mappings are often split into one Mapping per fiscal year. A template Mapping defines the columns, and Queries run against the template using the right year at run time, so you do not need separate Mappings and Reports for every year.

Creating a Mapping Suite​

Open the Datasource and click the Suites icon in the left panel.

A Datasource overview page with the Suites item highlighted in the left navigation
The Suites section of a Datasource.

Click New Suite and enter a name and description.

The New Suite dialog open to the Suite tab, with a Suite name and Description field
Naming a new Suite.

On the Partitions tab, enter a Label describing how the data is separated (Year is the most common), then the partitions. Specify individual values, a range with a hyphen, or a comma-separated list.

The Partitions tab with a Label of Year and Partitions of 2009-2019
Defining the Suite's partitions.

On the Mapping tab, select the parent Mapping and set the Table pattern, which references the partitions. For example, a parent Mapping of orders_1996 with the pattern orders_1996.${partition} resolves to orders_1996.2009, orders_1996.2010, and so on.

The Mapping tab selecting the orders_1996 Mapping with a Table pattern of orders_1996.${partition}
Setting the parent Mapping and table pattern.

After saving, the Suite lists its partitions. To add another partition, click + New. To change the default partition, select it, click Actions in the lower-right corner, and choose Set as Default.

A saved Suite listing partitions 2009 through 2019, each mapped to orders_1996.YYYY, with 2019 marked default
A saved Mapping Suite and its partitions.
note

The default partition cannot be an empty Mapping or file.

To edit an entry's table name or field substitution, double-click it. For example, if the Suite uses a four-digit year but the table uses a two-digit one, change the table name to match.

The Edit Suite Entry dialog shown before and after, changing the table name from F2010_AWARD_LIST to F10_AWARD_LIST
Editing a Suite entry's table name.

Using a Mapping Suite​

Create a Query and select a Mapping that belongs to a Suite (for example GLA.FYR). The Query's Suite Options offer how to resolve the partition:

An Ad Hoc Query on the GLA.FYR Mapping showing Suite Options: Default year, Prompt for years, All years, and Select years
Suite Options when building a Query on a suite Mapping.
  • Default year: returns data using the Suite's default partition.
  • Prompt for years: asks for the partition(s) at run time.
  • All years: returns data from every partition.
  • Select years: runs against the specific partitions you choose.

The partition appears as a column in the results, so you can group, sort, and filter by it.

Query results from a Mapping Suite with a Year column alongside the GL data columns
Suite results, with the partition shown as a Year column.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Datasources.