Manage Data

Set up and manage the data structures that underline each dashboard and Insight you build, including data sources and files, schemas, and tables. Read this before attempting to build dashboards and Insights.

Data Sources are external databases or applications that you can connect to Incorta Analytics. The data sources supported by Incorta Analytics are:

• Apache Drill
• Apache Hive
• Box
• Cassandra (Simba)
• Dropbox
• Essbase
• Google Drive
• IBM DB2
• Kafka
• MySQL
• Netezza
• NetSuite
• Oracle
• PostgreSQL
• Presto
• RedShift
• SalesForce
• SAP Hana
• SAP Sybase IQ
• ServiceNow
• SQL Server
• SQL Server (jTDS)
• Teradata
• Vertica
• Zuora
• Custom data sources. You can upload your custom JDBC library and provide its connection string and driver class to connect to your data. In order to load the data to the Incorta Analytics engine, you need to create a connection to your data source.

To view a list of pre-defined data source connections, go to the”Data Sources” tab in the “Data” page. You can access this page from the menu at the top of the screen.

Create a New Data Source Connection

1. Select +New.
2. Select Select Database in the Database field to choose a database connection.
3. If you do not want to connect to a file located on Google Drive, Box, or Dropbox, go to step 3. To connect to a file (data source) located on any of the fore mentioned applications, select the one you want, Google Drive for example. It is important to note that the “https” protocol must be enabled, which can be done during or post installation.

4. Connect to and authorize Google Drive in the admin UI. After logging in, go to Tenants > Tenant_Name > Miscellaneous to add the following parameters:

   • Google Drive Client ID
   • Google Drive Client Secret
5. Restart Incorta.
6. Select Authorize. A new browser will open to authorize you in the application portal using your email address and password (which is not accessible by Incorta Analytics).
7. Once authorized, select Select to locate the data source on Google Drive.

NOTE

Ensure that file names inside the drives (Google, Box, and Dropbox) are UNIQUE. Handling Multiple files with same name (including recovering a deleted file on Google Drive/Box/Dropbox having the same name as an existing file) is not handled in the current version. In Google drive, It allows to have multiple files with same name and this is not valid in Incorta.

In DropBox, Trial version, it is not allowed to have multiple files with same name. If you even deleted a file, and then uploaded another one with same name, the Trash is emptied automatically.

8. Fill out the fields and select Add Data Source.
9. Select Test Connection. The connection test status window appears.
10. Select OK.

NOTE

If you are using a custom JDBC driver that was not shipped with Incorta Analytics, place your driver in $INCORTA_HOME/server/lib/.

Modify Data Source Connection

1. Select the data source name from the Data Sources list.
2. Modify the data source connection data and select Save Changes.
3. Select Test Connection to test the data source connection.

Share a Data Source

1. Navigate to the “Data” page.
2. Select the name of the data source to be shared.
3. Select +New.
4. Type in the search box to select individual users or groups with whom to share.
5. Select a permission level to assign to the user, or group.
6. Select Save.
7. Select Done.

Delete Data Source

1. Select one or more data sources by checking the box to the left. An Actions menu will appear in the upper right-hand corner of the screen.
2. Choose Delete Selection from the menu.
3. Confirm that you want to delete the data source.
4. Select Delete.

Upload a New Data File

Incorta Analytics enables users to upload data files with a wide range of extensions (e.g. xlsx, csv, tsv, tab, txt, zip). Zipped files are unzipped automatically after the upload. Password-enabled Excel data files can also be uploaded, where developers would need to enter the password when creating a table based on this file. Additionally, administrators must enable this feature in the admin UI under “Tenant Configurations”, download the Java Cryptography Extension (JCE) Unlimited Strength Jurisdiction Policy Files 8 from the Oracle website at: http://www.oracle.com/technetwork/java/javase/downloads/jce8-download-2133166.html, and place the jar files in the “<INSTALLATION_PATH>/server/lib” directory.

To upload a data file to Incorta:

1. Go to the Data page.
2. Select the Data Files tab. A list of uploaded data files appears.
3. Select +New to open the New Data File window.
4. Select a file to upload from your computer. Zipped files are unzipped automatically after the upload.

Share a Data File

1. Navigate to the Data page.
2. Select the name of the file to be shared to open the Share Data File window. opens.
3. Select +New.
4. Type in the search box to select individual users or groups with whom to share.
5. Select a permission level to assign to the user or group.
6. Select Save.

Update a Data File

To update a Data File:

1. Upload a new version of the file you want to update with the same name.
2. Select Continue when you are prompted to replace the existing file.

Delete a Data File

1. Select the data files you intend to delete. An Actions menu appears in the upper right-hand corner of the screen.
2. Select Delete Selection from the drop-down menu.
3. Select Delete to confirm that you want to delete the data file.