Data Management

Version

Application Scenario

After adding data to an analysis subject on the data editing page, you can perform data management such as editing, saving, renaming, deleting, and dataset creating.

Function Description

The following figure shows the function entry.

After you add data or go to an analysis subject, the system automatically redirects you to the data editing page.

The following figure shows the left data list.

You can click the table name to rename the table. Besides, you can also click the icon and select Rename to rename the data table.

Copy: You can copy the table to the current analysis subject.

You may create multiple data tables in one subject. After creating a table with a high completion rate for reuse, you can publish the table separately to Public Data for others to use.

For details, see Data Publish.

You can click Update to update the single table and Update Information to view the update status, as shown in the following figure.

You can use the analyzed dataset in the current subject as a data source to create another dataset.

For example, if you create a dataset based on Product Sales (a dataset that has undergone many analysis steps), Product Sales will be the parent table of the created dataset.

FineBI supports remark addition to data. You can enter the relevant information into the input box for recording.

After adding the remark, you can hover the mouse over the data table to view the remark.

The following figure shows how to delete a table.

Note:

Published self-service datasets cannot be deleted.

You can preview the data table on the data edit page, as shown in the following figure.

You can preview the data table in My Analysis, as shown in the following figure.

Update Information

If the data belongs to Extracted Data, the preview page will display an additional Update Information tab compared to Direct-Connected Data. You can update the extracted data in Update Information.

Note:

The system will automatically update the data that has only undergone Field Settings (no other operations such as filtering, summarizing by group, and column adding) and prompt: "No data needs to be extracted for this table. Latest data is obtained automatically."

You can click the Update Now button to obtain the latest status of the data.

You can click the Update Setting button, select Update With Parent Table from the drop-down list, and click OK to set the data to be updated to the latest status when its parent table is updated.

You can click the Update Setting button, select Not Update With Parent Table from the drop-down list, and click OK to set the data not to be updated with its parent table. You are advised to select this option for update resource saving if the data update frequency is low.

Other Management Functions

Data Lineage

Permission Inheritance