Data Administrator

• This section will help the data administrator to create new datasets, provide access to the users and to add new vocabularies to the column.

• Data administrator is having three menus,

  • Data Management

  • SME Coaching

  • Dataset Access

Data Management

• You can create new datasets, connectors and provide required access in the dataset to the user. It has three menus,

  • Datasets

  • Connector

  • Security

Datasets

• Datasets is having three features,

  • Search Bar

  • Create New

  • Table

Search Bar

• You can search a single record from list of records available in the table. The searched profile alone gets displayed from the list of records.

Create New

• To create a new dataset you have to follow few steps listed below,

  • Dataset Creation

  • Select Connectors

  • Choose Objects

  • Relationship

  • Knowledge Base

  • Publish

  
  

Dataset Creation

• Enter the name, description, choose the Sub Domain and click Next to go to next step. Sub Domain is must to identify which domain the dataset belongs to.

  
  

Select Connectors

• You can select the database which you are using under this section. Basically, we are providing three connectors.

  * Oracle
  
  * Postgres
  
  * Excel
  

• If your datasets are available in postgres or oracle in your organization, you can choose the one you use.

• If you want to upload your data in the form of excel file, you can select Excel as your connector type.

• You can create your own connector under the Connector menu if the provided connectors do not suit yours.

• Select any of the connectors and click Next to go to next step.

  
  
  

Choose Objects

• The tables available in the selected connector will be displayed here.

  
  

• To choose the objects follow the below steps,

  • Select the required table you want and click Describe Tables.

    
    
    

  • Available column of the table will be displayed.

    
    
    

  • You can select the columns which are required for that dataset and click Next.

    
    
    

Relationship

• This section allows you to map columns of different tables.

Knowledge Base

• You can select the category, type, unit and add vocabulary for the columns you selected.

  
  
  

Category

• You can choose the category to know to about the column category.

  
  
  

Type

• You can choose the menu to know about the column type.

  
  
  

Unit

• You can select the required unit for that type in which the insights need to be displayed, while asking questions based on this column.

  
  
  

Default

• Enabling this button will make the selected unit default for that column.

  
  
  

Vocabulary

• Click on the Vocabulary menu to add the equal synonyms or the ways in which the queries can be asked for that column.

  
  
  

  
  
  

• Enter the synonyms and click tick icon and the added words will be displayed in the table.

  
  
  

• Click Next button to go to next section.

Publish

• The final step is publishing the dataset for access. Click on the next button in the previous section will publish the dataset and you can check the status by click the here link word displayed on the screen.

  
  
  

• The newly created dataset will be displayed in the table of records.

  
  
  

Table

• The table contains list of datasets with its name, sub domain, description, status, created at and edit.

• You can change the dataset name, description and sub domain by under Edit column in the table.

  
  
  

Connector

• This section allows you to create new connectors, change the files in the excel connector and delete the unwanted connectors.

  
  
  

Create New

• Click Create New.

• Enter Connector Name, Description and select the Connector Types.

• If you select excel connector, upload the excel or csv file from your machine.

• Click Save to add the new connector.

• You can change the excel or csv file you uploaded into the connector if needed. It can be done in the Actions menu.

Security

Note: We will see detail about Security later.

SME Coaching

• This option is to add synonyms, change category, type, unit for the columns that are available in the dataset.

• Any of the things you forget to add or select in the dataset creation can be added here.

  • Select the required dataset from the list of datasets available on the left side.

  • The table name, column name is displayed on the right side.

  • You can change the Category, Type, Unit, enable/disable the default option, you can add synonyms here.

Dataset Access

• You can provide dataset access to the required users.

• After you select Dataset access menu, a window will be displayed with the list of users.

• Click Actions for the user you need to give access, a popup will appear.

• Select the datasets under Dataset dropdown and click save.