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. See Working with the dashboard editor.

Opening Data manager

Select the Data manager button in the upper right corner of 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. See the illustration below for an example.

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.

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.

See also: Data transformations.

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 typing 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 all tables and display all the fields and metrics available.
	collapse all tables and hide all the available fields and metrics.
	expand the table and display the content.
	collapse the table and hide the content.

Hiding or showing empty fields

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

Hide empty fields is a toggle option. If you select Hide empty fields, the option will be changed to Show empty fields and vice versa.

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

See the illustration below.

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 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.

   
   

   

   
   

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, 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 icon to open the menu and select Delete table.

   A confirmation message is displayed.

7. Select Confirm to delete the table.