- Release notes
- Before you begin
- Getting started
- Managing access
- Working with process apps
- Creating process apps
- Loading data
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Data manager
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.
Click on 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 button is a toggle button. If the Data Manager panel is displayed, click on to hide the Data Manager panel.
Only fields and metrics for which values are available are displayed.
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.
See the illustration below for an example.
You can also type a part of the name or a word that is in the name of the field or metric.