Datasource, Query, & Widget Listing

Once you have successfully created and saved the Datasource, Query, and Widget you can view and manage them anytime.

Datasource Listing

Navigate to the Datasource listings by following the dual steps outlined below:

Step 1: Click on the Queries from the left sidebar menu.

Step 2: On the ribbon, navigate to the Data Sources tab and view the listings.

After navigating to the Datasources listing, you can perform multiple actions like Search, Edit, Share, Clone, Delete, and much more.

Search

Search a Datasource by simply entering the name in the search field.

Edit

This will edit the Datasource and allow you to save it again.

Add a New Query

This will add a new Query on the Datasource.

Clone

This will build a Datasource by using the existing Datasource as a baseline.

Share

This will share the Datasource report with multiple internal users or groups or both within your organization

Note: While sharing the Datasource, you can define any of the following access rights.

• View: The user can create new Queries from the datasource, but will not be able to view, edit, or clone the datasource details.

• Edit: The user can modify the datasource.

Delete

This will remove the Datasource.

Query Listing

Navigate to the Query listings by following the dual steps outlined below:

Step 1: Click on the Queries from the left sidebar menu.

Step 2: On the ribbon, navigate to the Queries tab and view the listings

After navigating to the Query Listing, you can perform multiple actions like Search, Filter, Run, Edit, Share, Clone, Delete, and much more.

Search

Search a Query by simply entering the name in the search field.

Filter

Filter the Queries in the list by selecting a category of your choice from the dropdown list.

Run

This will run the Query.

Note: By default, all the queries are saved in the ElasticStore, hence, selecting this option will run the query against the warehouse. If chosen otherwise, the real-time execution of the query shall be observed against the database.

Query Details

This will allow you to view the essential details about the Dataset while also providing you with an option to modify automatically detected data types and edit Search-based analytics.

Edit

This will edit the Queries and allow you to save them again.

Dataset Management

This will manage the Dataset for a Query.

The Dataset Management option allows you to perform modifications/changes in Data Types, NLP, and Indexes and view the last updated Data.

Add a Linked Dataset

Knowi provides the option for reusing an already created dataset. This can be used to manipulate the dataset into a new dataset or reuse this dataset as part of a new join.

Selecting this option allows you to add linked Datasets from the data.

Note: The original Dataset will be the parent and the new one will be derived from it.

Data Diagram

Displays data lineage of Query -> Dataset -> Visualizations as well as linked datasets from this dataset. You can interact/modify settings for each item directly within the diagram.

Share

This will share the Query report with multiple internal users or groups or both within your organization

Note: While sharing the Query, you can define any of the following access rights.

• View: A Query shared with view-only rights can be executed and cloned to create a user's own version of the query.

• Edit: Edit rights enable collaboration on the same Query by multiple users and includes edit, clone, and delete rights for that Query.

Clone

This will build a query by using the existing Query as a baseline.

History

This will provide you access to the list of all the historical changes made for the Query.

All the changes made in a Query are automatically tracked so that you can easily get back to them as and when required.

Note: Additional Revert button becomes available as soon as any historical item is expanded. You can use this button to revert the Query state to the one selected.

Cancel

This will cancel a currently running Query.

Note: The behavior of this action depends on the Datasource type of the running query.

Pause

This will pause a currently running Query.

Delete

This will remove the Query.

Note: You can also opt to remove all widgets/visualizations associated with the particular Query.

Widget Listing

Navigate to the Widget listings by following the dual steps outlined below:

Step 1: Click on the Queries from the left sidebar menu.

Step 2: On the ribbon, navigate to the Widgets tab and view the listings.

After navigating to Widget Listing, you can perform multiple actions like Search, Filter, Preview, Share, Configure Settings, History, and much more.

Search

Search a Widget by simply entering the name in the search field.

Filter

Filter the Widgets in the list by selecting a category of your choice from the dropdown list.

Preview

This will preview the visualization.

Share

This will share the widget with multiple internal users or groups or both within your organization. A widget can also be shared in isolation (not as part of a dashboard) for public view. For more information, please refer to Widget Sharing.

Note: While sharing the Widget, you can define any of the following access rights.

• View: The user will only be able to view and interact with the widget and will not be able to save, modify widget or widget settings.

• Edit: This can modify the widget.

• Admin: This will allow the selected user to not only Edit the widgets but also set Global Filters and change widget level Cloud9QL

Data Diagram

Displays data lineage of Query -> Dataset -> Visualizations. You can interact/modify settings for each item directly within the diagram.

History

This will allow the widget to revert to a previous version.

 

Delete

This will remove the widget and the dataset (if the dataset is not linked to other widgets.

Configure Settings

You can configure widget settings for assigning a category, visualization title, visualization type, description, and much more. For more details, please refer to Widget Settings