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 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.

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 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.