Access the Data Sources Log in the Company Workspace

The Data Sources log can be regarded as the Home page for managing all data sources created for data visualizations in Unifier. It displays a list of data sources with the metadata of each data source.

You must have either Configure or View permissions for Data Source node in the Company Workspace.

To access the Data Sources log in the Company Workspace:

  1. Sign in to Unifier with company administration credentials.
  2. Go to the Company Workspace tab, and switch to Admin mode.
  3. In the left Navigator, select Visualizations, and then select Data Sources.
    • Status: Current status of the data source. Valid statuses include: Draft, Published, and Published and edited.
    • Name: Name of the data source.
    • Description: Optional description of the data source.
    • Data Type: Data type of the data source. Valid choices include Supported Sources for Visualizations.
    • Last Modified: The recent date that the data source was modified.
    • Modified By: The name of the user who modified the data source.
    • Last Published: The recent date that the data source was published
    • Usage: Indicates whether the data source is Used or Not Used for data visualizations.
    • Audit Log: Select Audit Log ("") to view the actions taken in each data source. See View and Export the Data Source Audit Log.
  4. (Optional) To focus on a subset of data sources displayed in the log (step 3), select any of the following filters:
    • Status: Select this filter to focus on data sources with the following statuses:
      • Draft: Indicates the data source has not been made available for data visualizations.
      • Published: Indicates the data source is available for data visualizations.
      • Published and edited: Indicates the data source was previously published and subsequently updated.
    • Data Type: Select this filter to focus on data sources with a specific data type such as a business process (BP), cash flow, CBS cost sheet, meeting minutes, action items, contract.
    • Data Source: Select this filter to focus on a specific data source such as an RFI data source.
    • Last Modified: Select this filter and enter a date range to select only those data sources that were last modified in the selected dates.
    • Last Published: Select this filter and enter a date range to select only those data sources that were last published in the selected dates.
    • Usage: Select this filter to focus only those data sources whose Usage status indicates Used or Not Used in the content library.

In the Data Sources log, Company Administrators can perform the following tasks: