• Access the Data Source List page (Click the Data Store option from the New context menu, to access the Data Source List page).

• Choose an API connector type from the filter panel.

• Click on the Create Data Store icon to create the Data Store.

Getting Data

• The Getting Data tab opens.

• Provide a name for the Data Store.

• The name of the selected Data Connector gets displayed by default.

• Select a data set using the Data Set List drop-down menu.

• Use a checkmark in the given box to Enable Scheduler

• Click the Next option.

Data Type Definition

• The Data Type Definition tab opens.

• The user can interchange the available Dimensions, Measures, and Time fields to define data.

• Enable dimension fields with a checkmark to get in the LOV of the Filter pane of the Self-service BI Report.

• Click the Next option to proceed.

Hierarchy Definition

• The Hierarchy Definition tab opens.

• Add a new Drill Def box by clicking the Add icon.

• Drag and drop Dimension or Time fields to create a hierarchy (The dragged and dropped Time fields get divided into three level granularities, E.g., Year>Month>Date).

• Click the Next tab to proceed.

Data Restrictions

• The Data Restrictions tab opens.

• Click the Add icon.

• Select a Dimension from the drop-down menu.

• Enter a User Property based on the inserted custom fields of a specific user(s) or user group(s).

• Click the Next option to proceed.

Schedule Data Refresh

• The Schedule Data Refresh tab opens.

• The following options are provided to Schedule refresh the data:

  • Hourly

  • Daily (default option)

  • Weekly

  • Monthly

  • Yearly

• Select any option from the above-given list and configure the required information to set the data refresh interval.

• Select the Refresh Now option by enabling the box to refresh the Data Store immediately after creation.

• Enable Email Notification by enabling the option.

  • Provide the Email Address to get notified by mail.

• Click the Finish option.

• A success message appears to inform about the creation of a new data store.

• The newly created Data Store gets added to the Data Stores list.

Getting Data

• The Getting Data tab opens by default while clicking the Create Data Store option.

• Enter a name for the Data Store. The Data Connector and Database names are displayed based on the selection of the data connector.

• Provide Description for the Data Store.

• Write the SQL query in the given space (Use the Ctrl+ Space keys for assistance in writing a query.

• Put a checkmark in the given box to use the Enable Scheduler option.

• Click the Next option to proceed.

Data Type Definition

Users can define the data type using the selected data store. They can interchange the Dimensions, Measures, and Time fields by selecting the respective icons provided for these fields.

• Navigate to the Data Type Definition tab.

• Define the required Dimensions, Measures, and Time by interchanging the categories.

• Enable the Dimensions by using a checkmark to avail List of Values (LOV) lookup in the filter panel of the Report.

• Click the Next option to proceed.

The user can change the categories of a dimension, measure, and time values by clicking the following options:

Hierarchy Definition

Define the hierarchy using various dimensions and time options.

• Navigate to the Hierarchy Definition tab.

• Click the Add option provided on the Hierarchy Definition page.

• A new Drill Def box gets added.

• Drag and drop the dimensions or time options to define a hierarchy.

  • The Time fields get separated in the 3-level granularity by dragging one time. By default, the Time dimensions can be split into Year>Month>Date hierarchy.

  • The Dimension fields must be dragged separately each time to create the hierarchy in the Drill Def box.

• Click the Next tab to proceed.

Batch Query

Split the data fetching process into different batches by generating a batch query.

• Navigate to the Batch Query tab.

• Select a Dimension using the drop-down menu.

• Click the Generate option.

• Based on the selected dimension, a distinct query gets generated (in the below-given box). The user can edit the distinct query as per their requirement.

• Click the Generate option provided for the Batch Query option.

• The original query generates the distinct query specifications to fetch data.

• Proceed to the next tab by clicking the Next tab.

db.table.aggregate([
    {
        '$group': {
            '_id': '$transmissionType'
        }
    }, {
        '$project': {
            '_id': 0, 
            'transmissionType': '$_id'
        }
    }
])

db.testdata.aggregate(db.testdata.aggregate([
                                   {
        '$project': {
            '_id': 0
        }
    },{"$match":{"transmissionType":?}}
]))

db.testdata.aggregate([
    {
        "$project": {
            "_id": 0
        }
    }
])

Data Restrictions

Configure the Data Restrictions settings to restrict a user-level view of the data store.

• Navigate to the Data Restriction tab.

• Click the Add icon to add a new box for inserting the data restriction parameter.

• Select a dimension from the drop-down menu.

• Enter the user/group-specific custom field to restrict the data.

• Click the Next option to proceed.

Scheduling Data Refresh

The user can schedule a data refresh interval via the Schedule Data Refresh tab.

• Navigate to the Schedule Data Refresh tab. (This tab only appears for the Data Stores where the scheduler has been enabled using the Getting Data tab).

• Define a time range to refresh data using the following options:

  • Hourly

  • Daily (default option)

  • Weekly

  • Monthly

  • Yearly

  (Select any one option from the above-given list to set the data refresh interval)

• Enable the Refresh Now option by using a checkmark in the given box.

• Enable the Email Notification option by providing a checkmark in the box.

  • Provide a valid email address to receive the notification email regarding the Data Store.

• Click the Finish option to complete the Data Store creation process.

• A message appears to confirm that the data store configuration has been saved.

• The Data Stores List opens.

• A new Data Store gets created and added to the displayed list.

• Navigate to the Data Center homepage.

• Click the New option to open the context menu.

• Select the Data Store option from the New Context menu.

• The user gets redirected to the Data Source page.

• Use the Search bar to search for a data source.

• Select a Data Source from the list.

• Click the Create Data Store icon for the selected Data source.

• The user can enable the scheduler by using the given checkbox, in this case, the Create page of a Data Store will display 6 steps to follow to complete a Data Store creation.

• The user gets redirected to the Create Data Store page including the following steps:

  • Getting Data

  • Data Type Definition

  • Hierarchy Definition

  • Batch Query

  • Data Restrictions

  • Schedule Data Refresh

The Create page for a new Data Store may display 5 stages to create a new Data Store if the Scheduler is not enabled.

The user can create a Data Store based on various data connectors using the Data Center module of the Platform. The major categories of the Data Store creation available on the platform are as follows:

1. Data Store using an RDBMS Data Connector​

2. ​Data Store using an API Data Connector​