Data Preparation - from the Data Center

Learn how to create a report from a Data Store that has been generated in the Data Center using a Data Sandbox file with applied Data Preparation steps.

This workflow enables you to first prepare and transform raw Sandbox data, save it as a Data Store, and then build reports on top of it.

Workflow Overview

1. Apply Data Preparation to a Sandbox file in the Data Center.

2. Create a Data Store with the saved Data Preparation steps.

3. Use the newly created Data Store to create a report in the Report module.

1

Apply Data Preparation to Sandbox File

• Navigate to Data Center > Data Sandbox list.

• Select a Sandbox file.

• Click the Create Data Preparation option for the selected file.

  • You are redirected to the Data Preparation module.

• Apply transformations:

  • Use the Transforms tab for manual data cleaning.

  • Click Auto Prep to apply automated transforms.

• Review applied transformations under the Steps tab.

• Provide a name for the Data Preparation.

• Click Save.

  • A notification confirms that the Data Preparation is saved.

2

Create a Data Store with Data Preparation

• From the Sandbox list, click the Create Data Store icon for the same Sandbox file.

• In the Create Data Store window:

  • Provide a Data Store Name.

  • Add a Description (optional).

  • Select the saved Data Preparation from the drop-down menu.

• Click Validate.

  • A note confirms that the Data Preparation has been applied and unsupported headers (if any) have been modified.

• Click Save.

  • A notification confirms that Data Store creation has started.

• The Data Store is added to the Data Store list.

• Monitor the job status until it shows Running.

  • Open the Notifications panel to confirm that data has been successfully loaded.

3

Create a Report Using the Prepared Data Store

• From the homepage, click the Report icon or select Create New Report.

• In the Create New Report window:

  • Provide a Report Name.

  • Add a Description (optional).

• Select Existing Data Store as the source.

• Choose the newly created Data Store (with Data Preparation applied) using the checkbox.

• Click Create Report.

4

Design and Save Report Views

• The system redirects you to the Report Design page.

• Drag and drop Dimensions and Measures to build a view.

• Click the Save icon.

• A notification confirms that the view has been successfully saved.

• The view is added to the report for further use.

Notes:

• Auto Prep simplifies data preparation, but manual transforms provide greater control.

• Validated headers ensure smooth schema alignment in the Data Store.

• Reports created from Data Center–based Data Stores inherit all applied preparation steps, ensuring consistent, clean data for reporting.