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 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.
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.
For an example, go to Create a data field that has options.
To edit a global data field, you can click its edit button , or you can search for it.
For an example, go to Add a new option to a list field.