This article will help you with Navigating Data Studio.
Prerequisite:
Navigating Data Studio
Data Studio provides you with visibility and interactivity with the data within your Syncari unified data model. After you have completed Publishing Pipelines and the Sync Cycle has started, you can use Data Studio to explore your data.
Navigate to Data Studio and familiarize yourself with the relevant features.
Overview
After Publishing Pipelines, selecting an Entity within Data Studio will enable you to take advantage of a variety of capabilities. There are several ways you can interact with the data within Data Studio.
Data Studio opens to an entity catalog. From here, you select the entity, reference data set, or dataset you want to work with, then view and manage its records.
Data Studio's main interface is divided into three parts:
1. Entities - Custom and standard entities defined in your Syncari unified data model
2. Reference Data - Reference data sets available
3. Datasets - Datasets configured by the users in your organization
Entities Tab
The Entities tab lists the entities in your unified data model. Clicking on an entity opens its record table. The tools in the record table include:
1. Filter - Build advanced filter conditions to narrow down your dataset based on multiple criteria.
2. Create Record - Add a new record to the entity. A form opens where you fill in the details for the new record. Syncari validates the data types and requires at least one attribute value. Data profiling and merge rules are applied based on your entity configuration in Schema Studio.
3. View Pipeline - Navigate to the pipeline associated with this entity.
4. Refresh - Reload the record table with the latest data.
5. Actions menu (three dots):
- Export - Download your data as a CSV file
- Configure table columns - Choose which columns to show or hide
- Edit all records - Make changes to multiple records at once
- View past edits - See what changes were made to records
- Delete all records - Remove multiple records based on filter criteria
- View past deletions - See what records were deleted
When you hover over any record row, you will see three buttons on the right.
Record Action Buttons:
1. Audit History - View where the record came from and where it goes
2. Edit Record - Make changes to the record
3. Delete Record - Remove the record
Reference Data Tab
The Reference Data tab lists the reference data sets available to your organization. Click New Reference Data in the top right to create a new reference data set.
In the pop-up, add a Name and click Upload CSV and then click Import to create a new reference data set.
Datasets Tab
The Datasets tab lists the datasets configured in your organization. Click New Dataset in the top right to create a new dataset.
The Create New Dataset builder that opens when you click New Dataset on the Datasets tab.
1. Mode toggle - choose Builder (a guided, click-based setup) or SQL (write your own query directly).
2. Source - click + a source to pick what the dataset pulls from. The picker groups options into Entities and Datasets, so you can build a dataset off either raw entities or an existing dataset
3. Metrics and Breakdowns - These let you define calculated values and group/aggregate the data once a source is set.
4. Refinements - Filter, Sort, Formula, and Limit let you narrow, order, calculate, or cap the result set.
5. Optional Details - Add a Description or Tags for the dataset.
6. Dataset Settings - Materialization controls whether the dataset is computed on a set schedule (Hourly, Daily, or Weekly).
7. The right-hand panel shows a live preview ("Your dataset will appear here") that populates once you pick a source.
8. Save in the bottom right is disabled until the required fields (at minimum, a source) are filled in.
Quick Filter and Sort
Each column in the table has icons that let you filter and sort your data:
Filter by column - Click the filter icon to show only records matching specific values. Note that quick filters have some limitations:
- Only parent-level predicates are displayed in the quick filter
- Limited to 1 filter condition per column
- Filter option is disabled for complex filters when the column is used in nested filter conditions or has multiple filter conditions
Sort by column - Click the up or down arrow to sort records in ascending or descending order by that column.
What's Next?
Congratulations! You finished Navigating Data Studio.
Check out this next article to understand Using Data Studio.