Skip to main content
All CollectionsData InputEdit data
Merge Components and References
Merge Components and References

Declutter your portfolio and maintain quality data by combining duplicate components and references.

Kristine Marhilevica avatar
Written by Kristine Marhilevica
Updated over a year ago

It is not uncommon to find duplicates in large portfolios of information. This is especially true when data is collected from multiple sources.

To help maintain good quality data, we have added support for merging components and references in Ardoq. You can now select the properties, field values, and style of the components or references that you wish to merge and combine them into one.

The Merge Components and References workflows are both available in the mainline and Scenarios. In other words, you can merge components or references that live in your production environment or in a scenario.

Table Of Contents:


How to Merge Components

⚠️ Some points to consider before merging components:

  • It is possible to merge components of the same type only.

  • All tags and references from the original components will be applied to the merged component.

Steps:

  1. Locate the components of the same type you wish to merge in the Components navigator to the left of your screen.

  2. Hold down the Ctrl or Command ⌘ key on your Windows or Mac respectively and select the components.

  3. Right-click on them and choose 'Merge components' at the end of the context menu.

    Ardoq how to merge components

    Alternatively, you can bulk select the components directly from the graph in case they are both displayed in the view.

    Ardoq how to bulk merge components directly from the graph
  4. Follow the steps in the 'Merge Components' workflow wizard. Here you can select which properties, field values and style to use from the selected components.

    Ardoq merge components select properties, field values and style
  5. Click on the 'Merge Components' button to merge the selected values, all tags and references from the original components into one.

How to Merge References

You can use the 'Merge References' workflow to delete any duplicate references that result from combining components.

⚠️ It is possible to merge references of the same type and that have the same source and target only.

Steps:

  1. Locate the references you wish to merge on the relevant view.

  2. Hold down the Ctrl or Command ⌘ key on your Windows or Mac respectively and select the components.

  3. Right-click on them and choose 'Merge components' at the end of the context menu.Use multi-select to mark the relevant references, right-click and select Merge References.

    Ardoq how to merge references workflow
  4. Follow the steps in the 'Merge Components' workflow wizard. Here you can select the properties, field values and style from the selected references you would like to keep.

    Ardoq merge references workflow wizard
  5. Click on the 'Merge References' button to merge the selected values from the original references into one.

Scenario Merge Permissions

In order to merge content into a scenario, you need read permissions on the workspaces you're merging from and write permissions to the scenario. When merging back to the mainline from the scenario you need to have at least write permissions on the workspaces you're merging back to.

Did this answer your question?