1. September 12-14, 2018
Raleigh, NC

2. Datasources and Connecting to Your Data
Presenter: Robin Lamb – Director Client Services and Support

3. Agenda Connect to your data Unhide/hide mappings and fields
Restrict fields
Mapping Sets
Mapping Suites
Sharing Datasources
Levels or permissions in sharing
Create datasets(cleaning data)
Share datasets with groups
Linking datasets

4. Connect to Your Data Connect directly to a database
Pull in a spreadsheet and create dataset
Create a workspace and link tables within workspace to create dataset
Link between database and workspace table or spreadsheet

5. Database Connection Connect to most types of SQL databases
Connect to multiple schemas
Set Connection Limit
Set Database Timeout
Test Connection before saving

6. Meta Data
Depending on the type of database, properties will scan in as hidden or unhidden
Run a full scan in to bring in all tables or choose Mappings Only and scan individual mappings
Hide or unhide tables/fields to allow teams with permissions to create datasets
Create links between database tables or create remote links between datasources

7. Mappings and Fields

8. Hidden Tables and Fields
To unhide a hidden field, choose fields and then actions.

9. Let’s Demo Connecting Data to Informer

10. Modifying Fields
Informer allows you to add fields to your mappings. Custom fields are created using sql statements.
You can modify the field inside the datasource

11. Joins/Links Types of Joins – Left, Inner, Outer Scalar Joins
Remote Joins – create joins from one datasource to another
Left Outer Join
Scalar Join
Remote Join

12. Field Pairings Use operators for different types of joins
Add more than one pairing to create a complex join

13. Add a condition to a join to create a subset of data via a link
Scalar Joins
Add a condition to a join to create a subset of data via a link

14. Remote Joins
Remote joins allow you to connect other datasources outside of existing one.
The link shown here is a link from a database connection to a workspace datasource.

15. Create a Dataset from Remote Join
Create a Dataset that pulls data from the database datasource
and the workspace datasource.

16. Adding Mapping Sets to Your Datasource Restricting Fields
Add Permissions On Your Datasource By…
Adding Mapping Sets to Your Datasource
Restricting Fields
Sharing Datasource with Teams
Giving Custom Access to Datasource
Giving Limited Access to Dataource

17. Creating Mapping Sets
Mapping sets allows administrators to create groups of mappings so that users can only have permission to specific tables.
Highlight Mappings to add to a Mapping Set
Click on Actions in lower right corner
Choose Change Sets
Click Add Set or Choose Existing Set

18. Mapping Sets (Continued)
Mapping Sets are identified in the list of Mappings by the Icon and color you choose when setting them up.
Choose Set and Hit Apply

19. Set Restricted Fields
Open the Field in the Mapping and check the Restricted box.

20. Mapping Suites Will be available in version 5.1
Create Mapping Suites for files where data is partitioned by date
Example: Colleague File Suites
SA.ACYR - Pointing to SA.2017, SA.2018, SA2019
Or you could create your own tables that hold specific groups of data and create a suite to run against or look at all groups together.

21. Mapping Suites
Mapping Suites are attached to the individual Datasource
To add a Mapping Suite, go to Datasource and click on
Name the Suite and create the Partitions for each Mapping

22. Mapping Suites The partitions creates the group of data (ex. Year)
The Mappings lets you choose the table that has the suite of data (ex. Orders_2019 or SA.2019)

23. Allows you to choose a default partition, prompt for partitions, choose all partitions, or select specific one.
Creates the field based on what you name it in the setup

24. Sharing Datasources with Teams
Once mappings are scanned, restricted fields set, mapping sets created then share datasource with Teams of users
Giving access to teams will allow the Datasource to be queried.
Governing data by security permissions – who has access to what data and what can they do with it

25. Sharing the Datasource
No access to Datasource
Limited Access – No access to restricted fields
Full Access to Datasource - All Fields
Custom Access to Datasource – Choose Mapping Sets Allowed and also whether or not the user has limited or full access to the Mapping Set

26. What is a Dataset A Dataset is a set of indexed records
Records can come from multiple different types of sources
Query an existing datasource connection
Import or drag a .csv or .xlsx file into Informer 5
Save an ad-hoc query as a dataset
Grab the streaming results of a REST call –using the Informer 5 API

27. Create Dataset and Share with Teams
Create a dataset via querying datasource, using a spreadsheet, or using a workspace
Share that dataset with a team

28. Create Dataset from Spreadsheet
Drag spreadsheet into Informer 5 and create dataset or choose Upload a file
Modify fields in field settings
Clean data using data flows

30. Work Space What is work space?
Provides the ability to upload multiple .csv files into Informer 5 and create tables in the Postgres database
Link the new tables together to create a schema
Create datasets from new tables
Link table to other datasources

31. Creates a database within Informer with the ability to link between tables.

32. Governing Data
Only add fields you want the group of users to use to create visuals or dashboards
Clean data using data flows
Ex. Find and replace
Add data flow scripts to allow for other options on dashboards
Ex. Geo Location
Ex. Calculated Column

33. Sharing Datasources versus Datasets with Teams
Sharing a Datasource with a team allows the users on that team to have permissions to that datasource based on their roles
Sharing a datasource with a team also give the full access, limited access or custom access
Full Access- access to all mappings and fields
Limited Access- access to all mappings but no restricted fields
Custom Access-access to specific mapping sets - Custom access both Full and Limited access within the mapping sets
Sharing datasets to specific teams allows them to create visuals, pivot tables, and data views

34. Thank you! Any questions?