Fields

Introduction

With Data Manager you can edit the fields displayed in your process app. This enables you to customize the dashboards by adapting them to the terminology used in your organization.

Editing fields

Follow these steps to edit a field.

1. Select the field you want to edit.

   The Edit field dialog is displayed.

2. Edit the Field name as desired.
3. Select Save.

Changing the field Type

There might be instances where the field Type does not align with the data type of the source field in your dataset. For example, you may upload data of an integer Type to a field that was previously uploaded with text Type data. Such instances will be indicated in the Fields list in the Data manager.

For these fields, you can change the Type of the field.

Note:

You can only select a new Type based on the data type of the source field that is uploaded. For example, if the field in the dataset is of type integer, you can change the field Type to number, and if the field in the dataset is of Type text, you can change the field Type to nominal or ordinal.

Note:

You can only change the Type of a field that is not used in dashboards. In case the field is actually used in dashboards:

1. Remove the field from the chart or charts.

2. Edit the Type of the field.

3. Add the field back on the chart or charts.

Currency format

For currency fields you can also change the currency format. The illustration below shows an example.

This is a display setting, it does not convert the field value.

Edit field dialog

Below is a description of the elements of the Edit field dialog.

Element	Description
Field name	The display name of the field.
Source field	The name of the field in the data source.
Type	The data type of the field.
Currency*	A drop down combo box containing all available currency formats.

* Currency is only available for monetary fields.

Rules

Elements of a rule

Below is a description of the components of a rule that defines a field.

Component	Description
Reference	A field that is available in the data.
Constant	A static value used to calculate the field.
Group	A group comprising two components.

Using fields

If you want to use an existing field as the basis for the rule, you select the Reference option from the list of components. A reference gets the value of the field for each occurence. The following illustration shows an example of field references.

Using static values

In stead of a field, you can select to use a constant value to calculate the field values. The following illustration shows an example of contant values.

Using grouping

In stead of a single component, you can select to use a Group to calculate the field values. This allows you to define the sequence of operations. Select the Group option from the list of components, to create a group comprising two components.

The following illustration shows an example of a group.

Tip:

Given that a Group can contain two components, and you are allowed to add up to two components, you can create a rule that incorporates a total of four components.

Configuring rules

Follow these steps to configure a rule.

1. Select the component that you want to use to calculate the field.

2. Configure the component as desired.

3. Select Save in the Create field panel.

Repeat these steps if you want to add another component for the rule.

Note:

You can add up to two components to define the rule. If you define two components for the rule these will be evaluated as a division. In this case, you can select to display the results as a percentage value.

Using multiple components in a rule

You can add up to two component to define the rule. If you define two components for the rule, you can select the operator to be used to evaluate the rule. Below is an overview of the available operators.

Operator	Description
+	addition
-	subtraction
x	multiplication
/	division*

*) In case of a division, you can select to display the results as a percentage value.

The result type of the rule depends on the type of the input component. Below is an overview of the supported input formats for the operators.

Operator	Rule	Result type
Addition	numeric + numeric	numeric
	duration + duration	duration
	currency + currency	currency
	percentage + percentage	percentage
	timestamp + duration	timestamp
Subtraction	numeric - numeric	numeric
	duration - duration	duration
	currency - currency	currency
	percentage - percentage	percentage
	timestamp - duration	timestamp
	timestamp - timestamp	duration
Multiplication	numeric x numeric	numeric
	duration x numeric	duration
	currency x numeric	currency
	percentage x numeric	percentage
	percentage x percentage	percentage
	numeric x percentage	numeric
	duration x percentage	duration
	currency x percentage	currency
Division	numeric / numeric	numeric
	duration / duration	numeric
	currency / currency	numeric
	percentage / numeric	percentage
	duration / numeric	duration
	currency / numeric	currency
Percentage	numeric / numeric	percentage
	duration / duration	percentage
	currency / currency	percentage

Null handling

X / 0 will return null

null / X will return null

X / null will return null

Removing a component

Follow this step to remove a component from a rule.

1. Locate the component you want to remove and select the icon.

Note:

The component is removed without any notification.

Hiding and showing fields

With Data Manager you can hide fields that are available in your dataset but not used in your process app. A field that is set to hidden in Data Manager, will not be visible in selectors when editing dashboards using the dashboard editor. This is useful when you do not want to use these fields in a visualization, but do want to use them to compute metrics.

Note: You can not hide a field that is used on a dashboard.

Follow these steps to hide a field.

1. Locate the field you want to hide.

2. Select the Hide field in app icon icon

   The field is set to hidden and the icon is changed to the Show field in app icon . If you select the icon, the field becomes visible again.