Configuring subjects

When data has been imported/published to inmydata, the loaded data , a Subject, can then be configured to provide the users with enhanced insights into the data. 

Configuring Subjects

1. Access Settings: Click on the Cog Icon to open the Settings menu.
    
2. Edit Subjects: Select "Edit Subjects" to navigate to the Subject selection screen.
   
   
3. Subject Selection: Select the subject, from the subject list 
   

   	Upload Subject: Opens a Client Side File Open dialog to allow a new subject to be loaded from a file
   	Subject Status: Displays the current status of the subject and the last update times.
   	Edit Subject: Opens the Subject for Configuration
   	Delete: Opens a Screen that allows the subject to be deleted.

   
   

4. Edit Subject : Select the Edit Subject button to Configure the Subject.
   
   

   Configuration Option	Description
   Columns	Displays the available metrics and Dimensions with options to create and modify additional calculated Columns and links
   Filter	Allows filters to be applied to the data based on a user property.
   Calendar	Allocate the Calendars that can be used by
   Linked Data	When using a drill down allows data from additional subjects to be viewed
   Calendar Variables	Add date variables that can be used in calculations e.g. This Week, This Year
   Calculation Variables	Add variables that can be used in calculations, e.g Tax Rate
   Child Subjects	Configure Child Subjects, summarised datasets that are derived from the subject.
   Mapping	Configures how to group Dimensions into Addresses and Addresses into Geographic areas so data can be plotted onto maps.
   Insights	Configure how insights
   Advanced	Displays the json for the subject with the tools to manually edit the subject.

   
   
   
5. Save Subject: The OK Button will save the Subject and return you to the Subject selection screen.

Subject Configuration Options

• Columns
  
  
  
  
• Filter
  
  
• Calendar
  
  Using the Calendar Option allows the application of different Calendars to the subject's so data to be viewed through the appropriate calendar settings.
  
  Use the central buttons to select the calendars that should be available to the users.
  
  For a comprehensive walkthrough and additional details, refer to the Using Calendars Kb.  
  
  
• Linked Data
  
  Configuring Linked data for a Subject results in the ability when using a drill down to drill into the linked data subject and access to the Linked Subject.
  
  To Add or Edit Linked Data, a Subject has to be selected from the available subjects, and configure appropriate joins between the two subjects.
  
  When configuring a Join, use the dropdowns to select the Columns and Operators, it is possible to use an Expressions if needed.
  
  Press Ok to accept the changes.
  
  
• Calendar Variables
  
  Calendar variables allow us to display selection lists on dashboards that allow users to easily specify which calendar periods are used in filters.
  
  
  To Add or Edit a Calendar Variable, Enter a Name, select one of the Periods to be utilised then select the default value be used. The options change based on the Date Period selected.
  
  
  Press Ok to accept the changes.
  
  
• Calculation Variables
  
  Configuring Calculation Variables provides the ability to set static variables that can be utilised by Calculated Column. Example usage would be to set Tax or Exchange Rates.
  
  To Add or Edit a Calculation Variable, Enter a Name, select a Data Type and the Value to be used.
  
  Once set the Calculation Variable can be used in the definition of Calculated columns.
  
  
• Child Subjects
  
  
• Mapping
  
  Before the dashboard designer will allow you to add maps to a dashboard you must prepare the data so inmydata can derive locations from address's in your subjects.
  To prepare data to be plotted on maps, you must first process the address data into locations. This is done in the Mapping screen.
  
  1. Start by configuring an address using the top half of the screen,
  
  2. When Adding, enter a Name for the Address (this name will be used when specifying which address to use to plot data on a map).
  3. Select a column to provide a value for each of the address properties. If you do not have appropriate values for any address columns you can leave them as not set. However, the more values you can provide, the more accurate the address search will be.
  3. Select OK to accept the change.
  
  If you only wish to use marker or circle marker data plots,, skip to step 7.
  
  5. To add the option of plotting this subject against geographic areas, you need to specify which geographic areas the address should be resolved to. Press the add button to add a geographic area.
  
  6. Select the geographic areas you want to add, and press OK to close the Dialog.
  
  
  7. Press 'Ok' to Save the Subject.
  
  NOTE: After you have added or made any changes to the address information for a subject, you must wait for the subject address search to be processed. To check the status of your subject, press the status button in the subject tab of the Administrator Settings screen.
  
  Once your subject shows a status of Complete, the address information is ready to use. If there are a large number of address combinations, this may take several hours for the first process.
  
  
  Once your locations have been processed, you may wish to check and edit the locations found for each address. 
  
  
• Insights
  1. Do not generate insights for this subject.
     This is the default.
     
     
  2. Use AI to decide which insights to generate
     inmydata automatically scans your data for insights, picking out and highlighting facts relevant to you.
     
     
  3. Use the following settings to decide which insights to generate
     
     The first step is to select one or more Date dimensions to use to build the insights. The add button shows all available dimensions.
     Next, select the calendar periods to be used to compare values.
     and choose the comparisons to be shown.
     
     Finally, add all the dimensions that are to have insights generated for, and the metrics to be displayed.
     it is possible to select "Use the same set of metrics or every dimension" if you do not want to set different metrics for each dimension.
     
     Select Ok to save the insight settings to the subject.
     
     
• Advanced
  
  Although its use is discouraged it is possible to view and edit the Json for a Subject using the Advanced option.
  
  The underlying Json can be viewed in Tree or Text views and searched.