Tools → Schema Manager → Session Variables

Session Variables list view

By default, the Session Variable items appear in alphabetical, ascending order. The list shows 20 items at a time. When you select multiple items that you can edit (i.e. items that you own or have Edit access rights to), the Delete option (trash can icon) is available on the Search bar. Use it to delete all the selected items. When you select only one item that you can edit, the following options appear:

• Edit (pen icon): use to edit the selected item
• Share (people icon): use to share the selected item
• Delete (trash can): use to delete the selected item

For Session Variables, the list view shows the following properties:

Schema Manager actions for session variables

Using the Schema Manager, you can perform the following actions for session variables:

• Create an external session variable
• Create an internal session variable
• Create a filter expression session variable
• View a list of session variables
• Search for a session variable
• View the data lineage of a session variable
• Edit a session variable
• View session variable details
• Share a session variable
• Delete a session variable
• Delete one or more session variables

Create an external session variable

An external session variable stores a scalar value or an array of values from the result of a query to an external data source. For more information, please refer to Concepts → External Session Variable

Here are the steps to create an external session variable:

• In the Navigation bar, select Schema.
• In the Action bar, select + New → Session Variable → External Variable.
• In the External Variable dialog, in Name, enter the name of the external session variable.
• In Description, optionally enter a description.
• In Data Source, select the data source to query its data.
• In Query, construct the query to request and retrieve data from the selected data source. The query result is the external session variable value(s).
• Optionally, select Test to test the query expression for the logged-in user and view the query value(s), if any. You can select a user to test the query expression for and view the query value(s).
• Select Add.

Create an internal session variable

An internal session variable stores a scalar value or an array of values from the result of an internal query expression. Using the Formula Builder, you can define an internal query expression. An internal query expression queries a physical schema object or runtime business view. In this regard, the adjective “internal” references physical schemas and business schemas within a given tenant. For more information, please refer to Concepts → Internal Session Variable

Here are the steps to create an internal session variable:

• In the Navigation bar, select Schema.
• In the Action bar, select + New → Session Variable → Internal Variable.
• In the Internal Variable dialog, in Name, enter the name of the internal session variable.
• In Description, optionally enter a description.
• Select Query to invoke the Formula Builder to construct the internal query expression to request and retrieve data from a physical schema object or runtime business schema view. The query result is the internal session variable value(s).
• Optionally, select Test to test the internal query expression for the logged-in user and view the query value(s), if any. You can also select another user to test the query expression for.
• Select Add.

Create a filter expression session variable

A filter expression session variable is a filter expression created in the Schema Manager. Incorta introduces filter expression session variables to allow you to create a filter expression just once and reference it in different contexts. For more information, please refer to Concepts → Filter Expression Session Variable.

Here are the steps to create a filter expression session variable:

• In the Navigation bar, select Schema.
• In the Action bar, select + New → Session Variable → Filter Expression.
• In the Filter Expression dialog, in Name, enter the name of the filter expression session variable.
• In Description, optionally enter a description.
• Select Filter to invoke the Formula Builder to construct the filter expression.
• Select Add.

View a list of session variables

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• On the Session Variables tab, review the list view of session variables.

Search for a session variable

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• On the Session Variables tab, in the Search bar, enter a search term.
• Review the list view of session variables.

To reset the search, in the Search bar, in the search box, select the remove button (x)

View the data lineage of a session variable

You can view the data lineage of session variables that you own or have access rights to. This feature is available starting with 2023.7.0.

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for a given session variable, select Lineage.
• In the Data Lineage Viewer, review the upstream and downstream lineage of the session variable.

Edit a session variable

You can edit session variables that you own or have edit access rights to.

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for a given session variable that you can edit, do one of the following:
  • select any part of the row
  • select Edit (pen icon)
  • select the checkbox, and then in the Search bar, next to Selected, select Edit (pen icon)
• In the dialog, you can do the following:
  • add or edit the session variable description
  • edit the query expression of an internal or external session variable or the filter expression of a filter expression session variable, and save updates
  • test the session variable as the logged-in user
  • test the session variable as another user
• To save updates, select Save.

View session variable details

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for a given session variable, select View (eye icon) or select any part of the row.
• In the dialog, review the details of the session variable.

Share a session variable

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for a given session variable, select Share (people icon).
• In the Share dialog, you can do the following:
  • remove an existing user or group
  • modify the existing access rights for a user or group
  • add a new user or group with the access rights

Delete a session variable

You can delete items that you own or have Edit access rights to.

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for a given variable row, select Delete (trash can icon).
• In the dialog, select Delete.

Delete one or more session variables

You can delete items that you own or have Edit access rights to.

• In the Navigation bar, select Schema.
• In the Context bar, select the Session Variables tab.
• In the list view of session variables, for each variable that you want to delete, select the checkbox. You have to select only items that you own or have Edit access rights to.
• In the Search bar, next to Selected, select the delete icon (trash can).
• In the dialog, select Delete.