Only data architects can create tables to store managed data from external
applications.
To include managed data for a project in dashboard reports, a data architect must first create a table for it in the sandbox. After a data architect creates the table and publishes it to the live site, then only a data manager can import managed data as a CSV file from external applications. Because managed data is read-only, users cannot edit the values. This eliminates manual re-entry and user error and increases the integrity of your dashboard reports.
For information about how to import managed data, go to Import managed data.
Create a table for managed data
- In the sandbox, select Data Fields.
- Under Managed Data for Projects, select New Table.
- Enter a name for the new table.
- Select Add. The new table appears in this section.
-
Select the expand button
to see the default table
columns: Project Name and Project Identifier.
-
Select New field to add a data field to the table.
- Select a field type. For help with selecting a field type, go to Types of data fields.
- Select Next Set Options.
- Enter a name for the new data field.
- Depending on the field type, select the available options, then select Save. The new data field appears under the table name, sorted alphabetically after Project Name and Project Identifier.
- When you are finished making changes in the sandbox and you are satisfied with how they will be applied in the live site, select Publish Changes.
Rename a table for managed data
-
In the sandbox, next to the table to delete, select the edit button
.
- In the Edit Table for Managed Data dialog box, rename the table.
- Select Save.
Edit columns in a table for managed data
-
In the sandbox, next to the table to edit, select the expand button .
-
Next to the column to edit, select the edit button .
- In the Edit Field dialog box, change the options as needed.
- Select Save.
Delete a table for managed data
-
In the sandbox, next to the table to delete, select the delete button
.
- Select Delete.
