Manage Your Data Using the Enhanced Wizard Workflows

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Upload and connect to your data using the enhanced user interface and workflows of the Upload and Connect to Data wizards. The updated ribbon-based interface allows you to modify the structure of your selected data, and implement numerous data preparation techniques, prior to uploading your file or saving your synonym.

Enhanced Upload Wizard

With the Upload wizard you can preview data and make any required changes to spreadsheets or delimited data files before you upload them into a target data Source.

After you upload a new file, you can append it by adding new data to an existing synonym, without changing the structure. This option is useful when you are working with a complex or heavily edited synonym, by allowing you to retain all previous edits and data transformations. You can also merge a file with your data and enhance the existing structure.

The following image shows an example of the enhanced Upload Wizard user interface.

Learn More

For more information on the Upload wizard, see the Working with Data topic of the Business Intelligence Portal technical content.

Redesigned Connect to Data Wizard

The Connect to Data wizard connects to your choice of data sources that you can use to build reports, charts, and visualizations. Use the Redesigned Connect to Data wizard to configure adapters and create synonyms.

You can now choose to create Base synonyms or Cluster Synonyms from a single environment, by selecting the appropriate drop-down option. Create a base synonym for one or more data objects. Create a cluster synonym for select objects assigned as facts or dimensions.

The following image shows an example of a Cluster Synonym with BV, in the Connect to Data wizard.

Learn More

For more information on the Connect to Data wizard, see the Working with Data topic of the Business Intelligence Portal technical content.

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