Map or unmap a Source Term with a Target Term

To map or unmap a Source Term with a Target Term in a Dataflow Set, access the Term Mapping overview page for a Model Object:

From here, you can:

Map a Source Term with a Target term
Unmap a Target Term
Auto-map all Source Terms with Target Terms
Map a Target term to a default value

Map a Source Term with a Target term

There are two main types of mapping between Source and Target Terms — automatic ("Auto") and manual ("Target") — each offering different options depending on your needs.

Automatic Mapping: the system links Source Terms to Target Terms based on matching names. If a Source Term and a Target Term share the same name, the system automatically creates a mapping between them. If no Target Term exists with the same name, a new Target Term is created and mapped automatically.
- Auto-map a Source Term with an existing Target
- Auto-map a Source Term with a New Term

Target Mapping: also known as Manual Mapping, allows you to explicitly define the mapping between Source Terms and Target Terms.
- Map a Target Term manually
- Map a Target Term with an Expression

Auto-map a Source Term with an existing Target

To auto-map a Source Term with an existing Target Term, you can select the Auto Mapping mode:

They should have the same name.

Hover over the column Mapped for a non-mapped Source Term, and the plus icon appears:

Click on the plus icon:

The Source Term is mapped with the Target term using the same name. The mapped icon appears for both Source and Target terms:
The Target Term Expression is automatically filled with the Source Term:
A notification confirms the correct update:
If you hover over the column Mapped of the Target Term, Source, and Target appear with the minus icon so you can identify them as mapped together easily:

Auto-map a Source Term with a new Term

To auto-map a Source Term with a new Target Term, select the Auto Mapping mode:

No Target Term with the same name as the Source Term should exist, as is the case here for the Source Term rowguid:

Move your cursor over the column Mapped column for this unmapped Source Term to display the plus icon.

Click on the plus icon

A Target Term with the same name as the Source Term is created automatically.
The Source Term is mapped with the new Target term. The mapped icon appears for both Source and Target terms:
The Target Term Expression is automatically filled with the Source Term:
A notification confirms the correct update:
When you hover over the Target Term's "Mapped" column, both the Source and Target Terms display a minus icon to clearly show they are connected.

Map a Target Term manually

To manually map a Target Term to a Source Term, switch to Target Mapping mode:

Hover over the column Mapped for a Source Term to reveal the plus icon.

Click the plus icon to activate the selected mapping mode for the Source Term:

Hover over the column Mapped for the desired Target Term, and the plus icon appears:

Click on the plus icon:

The Source Term is now mapped with the Target term. The mapped icon appears for both Source and Target terms:
The Target Term Expression is automatically filled with the Source Term:
A notification confirms the correct update:
When you hover over the Target Term's Mapped column, both the Source and Target Terms display a minus icon to clearly show they are connected.

Map a Target Term with an Expression

To map a Target Term with an Expression, click on the Context menu of the Target Term and select the Edit Term Mapping option:

The Edit Term Mapping side panel window is displayed.

If the Expression concerns several Terms:

The Source Terms are mapped with the Target Term. The mapped icon appears for all Source and Target terms:
The Target Term Expression is filled with the Expression we wrote:
When you hover over the Target Term's Mapped column, both the Source and Target Terms display a minus icon to clearly show they are connected.

Unmap a Target Term

To unmap a Source Term with an existing Target Term, hover over the column Mapped for a mapped Target Term, and the minus icon appears:

Click on the minus icon:

The Source Term is unmapped from the Target term:
A notification confirms the correct update:

Auto-map all Source Terms with Target Terms

To auto-map all the Source Terms with the Target terms, click on the Context menu for a Dataflow Set and choose the Auto Map All option:

A confirmation pop-up appears:

The checkbox allows you to:

Create new terms automatically is checked: If a Source Term doesn't match a Target Term name, a new Target Term is created:
Create a prefix automatically is checked (available only if the previous checkbox is checked): If you check it, you can fill in a prefix to add for all the new terms that will be created: