Managing Lookups in Profile Editor
This topic describes how to create and manage incore lookups in the Profile Editor Source tab.
Lookups created in
the Profile Editor are for use with the
Replace with Lookup option in the
ReplaceValue rule as well as the
LookupValue rule. A lookup is useful when you want to use a field from the source dataset as a "key" into a different data source (the lookup) in order to retrieve a different value from the lookup data source.
For example, let’s say that your source data contains a field with a state code (for example, TX). But the full state name is required (for example, Texas). In this case, a file or database table with columns containing state codes and full names can be used as the lookup dataset. You would add a lookup and configure it to point to the lookup dataset. When you configure the rule, you set the lookup state code column as the key to match against the source state code column. When the profile rule executes, and the keys match, the full state name is retrieved from the lookup dataset and stored in memory (RAM).
If there are errors associated with creating or referencing an incore lookup, check the amount of available RAM. Depending on the amount of data being stored, up to 2 GB of RAM can be used for a single lookup.
Lookups can also be created and managed in the
Profile Editor Rules tab (see the
Replace with Lookup option in the
ReplaceValue rule or the
LookupValue rule).
Creating Lookups in Profile Editor Source Tab
This topic describes how to add lookups in the Profile Editor Source tab.
To add a lookup in a profile:
1. Open the profile (.dp) file in which you need to use the lookup.
2. On the
Source tab, click

>
Lookup (at the top right).
3. Change the name of the Lookup and add a description (if required).
4. Configure the connector parts and properties related to the lookup data, then click Connect.
The Define Lookup Key dialog prompts you to define a lookup key.
5. Click Okay.
6. In the Confirm Schema table Key column, select Yes for the lookup field to use as the Lookup Key.
Tip... The Lookup Key will be used to match against the Matching Key Field in the source or derived field.
7. Save the profile.
The new lookup is now available for use when you create a rule that supports lookups.
Editing Lookups in Profile Editor Source Tab
This topic describes how to edit lookups in the Profile Editor Source tab.
You can revise any of the lookup properties. When lookup properties are changed, all related elements and metrics that use or reference the lookup are automatically updated with the changes.
To edit a lookup in a profile:
1. Open the profile (.dp) file in which the lookup you want to edit resides.
2. On the Source tab, select the lookup from the Source drop-down list (at the top left).
3. Change any of the lookup connection properties, connection parts, options or parameters (such as the Lookup Key), click Connect, and browse the data to verify that you have the correct lookup content.
4. Save the profile (.dp) file.
All related elements and metrics that use or reference the lookup are automatically updated with the changes.
Deleting Lookups in Profile Editor Source Tab
This topic describes how to delete lookups in the Profile Editor Source tab.
To delete a lookup in a profile:
1. Open the profile (.dp) file in which the lookup you want to edit resides.
2. On the Source tab, select the lookup from the Source drop-down list (at the top left).
3. At the top right, click Delete

to delete the lookup, and save the profile.
The lookup is removed from the profile.
Last modified date: 09/22/2025