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Data manager

Introduction​

Data manager enables you to adapt the data used in your process app based on custom data understanding and to create new KPI's. With Data manager you can edit data fields and add or edit metrics to change the display names used in your app as well as toggling their visibility.

Data manager is integrated in the dashboard editor. Refer to Working with the dashboard editor for more information.

Opening Data manager​

Select the Open/Close Data manager icon in the dashboard editor to open Data manager. The Data manager panel is displayed, showing all data fields and metrics for each table available in your process app. The Data manager button is a toggle button. If the Data manager panel is displayed, selectthe Data manager button again to hide the Data manager panel.

New fields added notification​

When new fields are added in the data transformations, a notification message is displayed when you open Data manager. Select Confirm to continue.

New fields added confirmation message

The new fields are marked with a blue dot. You can use the new fields in the dashboard charts.

note

Make sure you check the Source field and the Type for the new fields.

Once the process app is published with the new fields, the blue dots are no longer displayed.

Refer to Data transformations for more information.

Searching available fields and metrics​

To easily find a particular field or metric, you can search for available fields and metrics.

Follow this step to search for available fields and metrics.

Start entering the name of the field or metric you want to find in the Search... field.

The matching fields and metrics are displayed.

tip

You can also type a part of the name or a word that is in the name of the field or metric.

Expanding or collapsing the list of fields and metrics​

Select...to...
expand allexpand all tables and display all the fields and metrics available.
collapse allcollapse all tables and hide all the available fields and metrics.
expand tableexpand the table and display the content.
collapse tablecollapse the table and hide the content.

Hiding or showing empty fields​

The Show empty fields option enables you to show or hide fields for which your dataset does not contain any data.

By default, Show empty fields is selected, which means that empty fields are displayed in the list.

Tables​

Editing table names​

Follow these steps to edit a table name.

  1. Locate the table for which you want to edit the name. Select the Menu icon to open the menu and select Edit table.
  2. Edit the Table name as desired.
  3. Select Save.

Deleting empty fields​

You can delete fields for which your dataset does not contain any data.

note

A field can only be deleted if:

  1. It contains no data;
  2. It is not used in charts or metrics.

Deleting all empty fields​

Follow these steps to delete all empty fields.

  1. Locate the table for which you want to delete empty fields.
  2. Select the icon to open the menu and select Delete empty fields.

A confirmation message is displayed and indicates the number of fields that will be deleted.

Delete empty unused fields confirmation message 3. Select Confirm to delete the unused empty fields.

Deleting a single empty field​

Follow these steps to delete an empty unused field.

  1. Locate the unused empty field you want to delete.
  2. Hover over the field and select Delete field.

The field is deleted.

note

The field is removed from the Fields list without any warnings.

Viewing field references​

If you want to delete a field that is used in a chart or in a metric, you must first delete the field references. When you hover over the Delete field icon Delete field icon, a popup is displayed indicating which processes and/or metrics use the field.

Deleting a table​

You can delete tables for which your dataset does not contain any data.

Deleting a table​

Follow these steps to delete a table.

  1. Go to Data transformations and remove the table from the data model.
  2. Select Apply to dashboards to run the transformations.
    note

    This may take several minutes. Only if the run finishes successfully, the new table will show up as empty in the Data Manager.

  3. Remove all references to fields in the table in any charts or metrics.
    note

    A table can only be deleted if it does not contain fields that are uses in charts or metrics.

  4. Select Edit dashboards and open the Data manager.
  5. Locate the table you want to delete.
  6. Select the Menu icon to open the menu and select Delete table. A confirmation message is displayed.
  7. Select Confirm to delete the table.