Using Data Studio

This article will help you with Using Data Studio.

Prerequisite:

• Data Studio Overview

Using Data Studio

This article will help you understand how to use Data Studio to view, create, edit, and manage your entity records.

Viewing a Record

To view the details of a record, simply click on any record in the table. A details panel will open on the right side showing all the attribute values for that record.

The record details panel shows:

• All attribute values for the selected record
• The Syncari ID and external system IDs
• Whether the record is marked as deleted
• Options to Edit or Delete the record

Click the X button or anywhere outside the panel to close it.

Creating a New Record

You can create new records directly in Data Studio.

To create a new record:

1. Click the blue Create Record button at the top right of the screen
2. A form will open where you can enter values for your new record
3. Fill in at least one attribute value
4. Fill in any other attributes as needed
5. Click Save to create the record

Data Validation

When you create a new record, Syncari will validate your data:

• At least one attribute value required - You must enter a value in at least one attribute before saving
• Attribute type validation - Values must match the attribute type:
  • Integer - Only whole numbers are accepted (like 100, 500, 1000). If you enter text or invalid characters, you will see an error message asking you to enter a valid integer type
  • String - Text values with length limits based on attribute configuration
  • Date - Must be in the correct date format
  • Datetime - Must be in the correct date and time format
  • Boolean - True or false values (note: invalid boolean values will be converted to false)

Data Profiling and Merge Rules

After validation, Syncari may apply additional processing based on your entity configuration:

• Data Profiling - If enabled in your entity settings, Syncari will run data quality rules on the record
• Merge Rules - If enabled in your entity settings, Syncari will check for duplicate records and merge them based on your deduplication rules

These settings are configured in Schema Studio for each entity. The checkboxes Run Data Profiling and Run Merge Rules control whether these processes are applied when you create or edit records in Data Studio.

Editing a Record

There are two ways to edit a record in Data Studio.

Option 1: From the Record Actions Menu

1. Hover over any record in the table
2. Click the Edit button (pencil icon) that appears on the right
3. The edit form will open with the current values
4. Make your changes
5. Click Save to update the record

Option 2: From the Record Details Panel

1. Click on any record to open the details panel
2. Click the Edit button in the panel
3. Make your changes in the form
4. Click Save to update the record

When you edit a record, Syncari will validate the attribute types to ensure your changes match the expected data types (integer, string, date, datetime, boolean). If enabled in your entity configuration, data profiling and merge rules will also run after you save your changes.

Viewing Record Lineage

Lineage shows you the complete history of changes for a record. You can see when the record was created, what changes were made, which system made the changes, and the before and after values for each attribute.

Accessing Lineage

To view the lineage for a record:

1. Hover over any record in the table
2. Click the Lineage button (document icon) that appears on the right
3. The lineage view will open showing the transaction history

Understanding the Lineage View

The lineage view shows a table with all transactions for the selected record:

• Transaction ID - Unique identifier for each change
• Date - When the change occurred
• Entity - Which entity the record belongs to
• Original Source - Which system made the change (like psqllocal:92)
• Operation - Type of change (Create, Update, Delete, Merge)
• Changes - Number of attributes that were changed
• Errors - Any errors that occurred during the transaction

Viewing Attribute-Level Changes

To see exactly what changed in a transaction:

1. Click on the changes link (for example, "7 changes") in any transaction row
2. A panel will open showing the details of each attribute that changed
3. You can see the source value, old Syncari value, and new Syncari value for each attribute

The changes panel shows:

• Attribute - The name of the attribute that changed
• Source value - The value from the source system
• Old Syncari value - What the value was before the change (null for new attributes)
• New Syncari value - What the value is now after the change

Click the X button to close the changes panel and return to the transaction history. Click the back arrow to return to the Data Studio table view.

Filtering Records

You can filter your data to find specific records.

Quick Filter

Each column has a filter icon that lets you quickly filter by that column's values:

1. Click the filter icon in any column header
2. Select the Operator and Value and then click "Apply Filter"
3. The table will update to show only matching records

Advanced Filter

For more complex filtering:

1. Click the Filter button at the top of the page
2. Choose the attribute you want to filter by
3. Select the operator (Equals, Contains, Greater than, etc.)
4. Enter the value to filter on
5. Click + Add Condition to add more filter rules
6. Choose AND or OR to combine your conditions
7. Click Apply Filter to see the results

You can also save your filters for future use by checking the "Save this filter for future" box.

Sorting Records

You can sort your records by any column:

1. Click on the quick filter button on any available column
2. Click on the up arrow to sort Ascending or Down arrow for Descending

The table will update to show your records in the sorted order. You can sort by any visible column with quick filter option in the table.

Exporting Data

You can export your data to a CSV file:

1. Click the three-dot menu at the top right
2. Select Export
3. Your data will be downloaded as a CSV file

The export will include all records that match your current filters, sorted in the current order.

Deleting a Record

To delete a single record:

1. Hover over the record in the table
2. Click the Delete button (trash icon) on the right
3. Confirm that you want to delete the record

You can also delete multiple records at once using the Delete all records option in the three-dot menu. This will delete all records that match your current filter criteria.

What's Next?

Congratulations! You finished Navigating Data Studio. 
Check out this next article to understand Using Reference Data.