Data Warehouse

Purpose

This article will provide instructions on how to create, modify, search and delete Data Warehouses on the Process Design Studio tool.

Definition

Data Warehouse is a tool for storing your data tables. This can be created based on the information collected from Events or by uploading a CSV file. 

Create

In order to create a new Data Warehouse, click on the + New Table button.

Settings

Add a Name and Description of your new Data Warehouse.

Select the Event Source you would like to generate your Data Warehouse.

Fields included and Metadata fields (Additional & Optional) will be auto-populated with the Event's configuration and cannot be modified.

Select one or more Business Processes to associate the Data Warehouse with.

The Import Data section will allow you to upload a CSV file of data to your Table.

• Append Existing Data: Use this option if would like to upload new data but without losing the data previously collected.
• Overwrite Existing Data: Use this option if you would like to delete all previously stored data and preserve only the data you are uploading.
• Separator: Use this section to specify which symbol you are using on your CSV file for separation.

Permissions

This tab will allow you to configure the permissions that user groups have for the Data Warehouse.

• All groups will be listed on the left side. Select the group you would like to grant access to and click on the role to be assigned.

• Each group granted with any level of access will appear on the right list, under Assigned groups. Their respective permission level is shown on the right side of this list.

• Any groups selected will be grayed out from the left-hand list.

Any group can be removed by selecting its list item and clicking on Remove Selected.

Once all fields are completed, click on Create for confirmation of the Data Warehouse creation or Cancel for discarding changes. In both cases, you will be redirected to the Events page.  

Modify

For modifying a Data Warehouse, find the item on the list and click on the pencil icon on the right side of the line.

• The only fields allowed for modifications are Table Name, Description, Related Business Processes and Import Data.
• If the item has a padlock icon on the left side, it means the Data Warehouse is being used by a Data View and/or a Data Model.

Also on the Edit view, there is a Data Preview tab that will allow you to overview the data stored on that Table.

• The search box on the top right will allow you to find specific data on the Table.

Search

When using the search box on the top left of the screen, the page searches for the text under Table Name as well as under Description.

Delete

In order to delete a Data Warehouse, select the item on the list and then click on the Delete Table on the top right of the screen.

You will be prompted to confirm the deletion and then redirected to the Data Warehouse page.