- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- 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.
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.
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.
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.
The Show empty fields option enables you to show or hide fields for which your dataset does not contain any data.
Show empty fields is a toggle option. If you select Show empty fields, the option will be changed to Hide empty fields and vice versa.
By default, Show empty fields is selected, which means that empty fields are displayed in the list.