Create global data fields

In a Companion subscription, data architects create and edit global data fields.

Global and local data fields

Global data fields are used to collect the key metrics your company wants to summarize in dashboard reports. Companion comes with a predefined set of global data fields. If the data fields you want to use are not part of the predefined set, data architects can edit them or create new ones.

Anyone who has a Companion subscription can create and edit local data fields. However, local data cannot be used in other projects or in the dashboard. Local data can only be used in the project it is created in.

Create a global data field

Data fields belong to either single-value categories or data tables. Before you create or edit a data field, decide whether to add the data field to a single-value category or a data table. For help deciding, go to Data fields.

  1. In the sandbox, click Data Fields.
  2. Expand the category or data table you want to add the data field to.
  3. Scroll to the bottom of the category or data table, and click New.
  4. In the Add New Field dialog box, enter a name and choose a field type. For help choosing a field type, go to Types of data fields.
  5. Depending on the field type, select or edit the available options.

Edit a global data field

To edit a global data field, you can click its edit button , or you can search for it.

  1. In the sandbox, click Data Fields.
  2. In the search box, enter the name of the data field to edit. Companion narrows the results as you type. The more you enter, the more specific your results become.
  3. Click the result.
  4. In the Edit Field dialog box, make your changes, and then click Save.
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