Tours → Incorta Tools

Incorta has all the built-in tools you need right now to start building, designing, securing, and operating your modern Direct Data Platform™. This tour will briefly introduce you to some of the features and functionality of various built-in tools.

How to follow along

You can use the links in the right side bar or simply scroll down.

Analyzer

Embracing the design themes of consistency, clarity, and efficiency, the Analyzer showcases modern analytics engineering with a user experience that promises increased productivity and delight.

What can I do with the Analyzer?

You can use the new Analyzer in a variety of ways:

create and edit an insight on a dashboard tab
create and edit an Incorta Analyzer Table in a physical schema
create and edit an Incorta View in a business schema

What does the Analyzer look like?

You can learn more about what the Analyzer looks like and how to use the Analyzer in the following interactive tour:

How do I access the Analyzer?

There are several ways to open the Analyzer with regards to creating or editing an insight for a dashboard tab:

In the Action bar of dashboard, select +.
For an insight in a dashboard tab, select More Options (⋮ vertical ellipsis icon) and then select Edit.
In Content Manager, in the Action bar, select + New → Add Dashboard.
In the Schema Designer for a given physical schema, in the Action bar, select Explore.

You can open the Analyzer to create and edit Incorta Analyzer Table. Here are the steps to create an Incorta Analyzer Table:

In the Schema Designer for a given physical schema, in the Action bar, select + New → Derived Table → Incorta Analyzer.
In the Data Source dialog, select the Pen icon.

You can open the Analyzer to create and edit an Incorta View. Here are the steps to create an Incorta View:

In the Business Schema Designer for a given business schema, in the Action bar, select + New → Add New View.
For the New View, in the View canvas, select Create in Analyzer.

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Learn more about the Analyzer and related concepts:

Business Schema Designer

The Business Schema Designer allows you to create, edit, and delete a runtime business view. There are two types of runtime business views for a business schema: a business schema view and an Incorta View. The Business Schema Designer allows you to create and edit both types of views.

What can I do with the Business Schema Designer?

The Business Schema Designer supports two different modes: view mode and edit mode. Depending on the mode, you can perform different tasks.

View mode

The view mode is the default mode. Here are some of the tasks you can perform in view mode:

search the business schema for a folder, view, or column
explore the business schema in the Analyzer if a runtime business view already exists
create a new folder or runtime business view
view the columns in on or more runtime business views
select a folder or view to edit

Edit mode

Here are some of the tasks you can perform in edit mode:

create a new folder, business schema view, or Incorta View
edit a folder, business schema view, or Incorta View
delete a folder, business schema view, or Incorta View

What does the Business Schema Designer look like?

How do I access the Business Schema Designer?

To access the Business Schema Designer for an existing business schema, you must first open the business schema from the Business Schema Manager:

In the Navigation bar, select Business Schema.
In the list view, select the business schema.

When you create a new business schema using the Business Schema Manager, the Business Schema Designer automatically opens in view mode.

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Learn more about the Business Schema Designer and related concepts:

Business Schema Manager

The Business Schema Manager allows you to search for, create, and manage one or more business schemas. A business schema represents a runtime, logical schema of one or more entity objects.

What can I do with the Business Schema Manager?

Here are some of the tasks you can do with the Business Schema Manager:

view a list of business schemas
create a new business schema
import one or more business schemas
search for a business schema
delete or export one or more business schemas
edit or share a business schema

When you create a new business schema using the Business Schema Manager, the Business Schema Designer automatically opens in view mode.

What does the Business Schema Manager look like?

How do I access the Business Schema Manager?

To access the Business Schema Manager, in the Navigation bar, select Business Schema.

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Learn more about the Business Schema Manager, related tools, and related concepts:

Content Manager

The Content Manager allows a tenant user with the necessary access permissions to manage dashboards and favorites, and organize dashboards into folders. All users can access the Content Manager. The Content Manager contains folders and dashboards that you own or that have been shared with you.

What can I do with the Content Manager?

Here are some of the tasks that you can easily accomplish with the Content Manager:

create a new dashboard or folder
search for a dashboard or folder
open a dashboard or folder
share access to a dashboard or a folder
favorite a dashboard
play a playlist of favorite dashboards

What does the Content Manager look like?

How do I access the Content Manager?

To access the Content Manager, in the Navigation bar, select Content.

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Learn more about using the Content Manager:

Content Manager

Data Manager

The Data Manager allows you to search for, create, and manage external data sources, local data folders, local data files, data agents, and data destinations.

An external data source defines how to make a connection to a an API, cloud storage, database, data lake, data warehouse, or SaaS service using a built-in connector.

A local data folder is a folder that you create or a folder that you upload to the Data Manager. A local data folder helps you organize local data files and other local data folders that are children to the parent local data folder.

A local data file is a file that you upload to Shared Storage.. The file is in one of the following file formats: .csv, .tsv, .tab, .txt, .xlsx, .gzip, or .zip.

LocalFiles data source

The LocalFiles data source exposes the local data files and local data folders for a physical schema table that uses the File System connector as the data source. The File System connector supports selecting a local data file or a group of files from a local data folder.

A data agent allows you to ingest data from a database with a cloud or on-premises host system without using a VPN or SSH tunnel.

A data destination enables the seamless export of one or more supported insights to Google Drive or Google Sheets.

What can I do with the Data Manager?

Here are some of the tasks that you can accomplish with the Data Manager:

create a new external data source, data destination, folder, or data agent
search for a external data source, local data file, local data folder, data agent, or data destination
delete an external data source, local data file, local data folder, data agent, or data destination
generate an authentication file for a data agent
edit an external data source, data agent, or data destination
test and share an external data source or data destination

What does the Data Manager look like?

How do I access the Data Manager?

To access the Business Schema Manager, in the Navigation bar, select Data.

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Learn more about the Data Manager and related concepts:

Formula Builder

The Formula Builder is tool that allows you to easily write and validate formula expression, filter expression, or an internal session variable query expression.

You use the Formula Builder to specify a query expression for an internal session variable, a filter expression, or for a formula expression for a column. Depending on the context of the expression and the expression type, you can create complex expression with the Formula Builder using built-in functions, system variables, and session variables.

What can I do with the Formula Builder?

Here are some examples of what you can do with the Formula Builder:

create and edit a formula column in a physical schema table, Incorta Analyzer Table, materialized view, business schema view, Incorta View, or insight
create and edit a query expression for an internal session variable
create and edit a filter expression for a filter expression session variable
create and edit a filter expression for a filter option that uses a formula
create and edit a filter expression for an applied filter that uses a formula
create and edit a filter expression for an insight filter (except a Distinct filter)
create and edit a filter expression for a runtime security filter that uses a formula
create and edit a filter expression for a load filter

What does the Formula Builder look like?

How do I access the Formula Builder?

You can invoke the Formula Builder in a variety of ways when you specify an expression:

for a formula column in the Analyzer for an Incorta SQL Table, Incorta View, or insight
for a formula column, runtime security filter, or load filter in the Table Editor
for internal session variable query expression

Learn more

Learn more about the Formula Builder and related concepts:

Join Editor

The Join Editor allows you to create and manage Left-Outer Join relationships between two physical schema entity objects: a Child object and a Parent object. The types of entity objects in a physical schema are an alias, Incorta Analyzer table, Incorta SQL table, physical schema table, and materialized views. Between two entity objects, the Join Editor allows you to create or edit on or more join conditions and one or more join filters.

What can I do with the Join Editor?

Here are some the tasks you can perform with the Join Editor:

create or edit a join condition
delete all but the first join condition
specify the join condition in terms of the the join condition columns and the join operator
create, edit, or remove a join filter for a join filter column

What does the Join Editor look like?

How do I access the Join Editor?

There are several ways to access the Join Editor from various tools: Schema Designer, Schema Diagram Viewer, and the Table Editor.

Access the Join Editor using the Schema Designer

There are four different ways to access the Join Editor for a physical schema open in the Schema Designer:

In the Action bar, select + New → Join.
If there are no existing joins for the physical schema, in the Joins section, select Create New Join.
In the Joins section, select a join.
For a given join in the Joins section, in the Action menu (v arrow), select Join Details.

Access the Join Editor using the Schema Diagram Viewer

Here are ways to open the Join Editor using r a physical schema open in the Schema Diagram Viewer:

Select an arrow that represents a join relationship in the entity relationship diagram. In the Join drawer, select the square with arrow icon at the top of the drawer or beside a join condition.
Select an object in the entity relationship diagram that is the Child in a join relationship (the base of a join relationship arrow). In the object details drawer, in the Child Joins section, select the square with arrow icon beside a join condition.
Select an object in the in the entity relationship diagram that is the Parent in a join relationship (the target of a join relationship arrow). In the object details drawer, in the Parent Joins section, select the square with arrow icon beside a join condition.

Access the Join Editor using the Table Editor

Here are the options that you have to access the Join Editor using the Table Editor for a given physical schema object:

If there are no existing Parent joins for the given physical schema object, in the Parent Joins, select + Add Parent Join.
If there are no existing Child joins for the given physical schema object, in the Child Joins section, select + Add Child Join.
In the Table Editor Action bar, select + New → Join (as parent). The current object is selected for the Parent side; however you can select another entity object in the same physical schema or another physical schema.
In the Table Editor Action bar, select + New → Join (as child). The current object is selected for the Child side; however you can select another entity object in the same physical schema only.

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Learn more about the Join Editor, related toos, and related concepts:

Load Job Viewer

The Load Job Viewer shows the details of both the current load job and previous load jobs for a selected physical schema. The load job can be for the whole physical schema or a specific entity object in the physical schema.

What can I do with the Load Job Viewer?

Here are some of the tasks you can do in the Load Job Viewer:

review the load job history
select a load job to view its specific details
navigate from the load job viewer back to the parent physical schema
select a specific entity object and open it in the Table Editor
filter the jobs summary list by Load Status
view the error details for a non-successful load job
filter the Job Details list by object name
sort the Job Details list by object name

What does the Load Job Viewer look like?

How do I access the Load Job Viewer?

There are three ways to access the Load Job Viewer:

In the Schema Manager, in the List View, for a physical schema with a Load Status other than No Data Loaded, select the Load Status link, for example select Success or Finished with Errors.
In the Schema Manager, in the List View, for a physical schema with a Load Status other than No Data Loaded, select the Last Load link.
In the Schema Designer for a given physical schema, in the Summary section, in Last Load Status, select the link:
- Please Load Data
- Date Time
- Load Status such as In Queue, Interrupted, or Finished with Errors

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Learn more about the Load Job Viewer, related tools, and related concepts:

Notebook Editor

The Notebook Editor is an interactive Apache Zeppelin notebook environment that allows you to explore, manipulate, and transform data for a materialized view in a physical schema. The Notebook Editor supports several languages including PySpark, R, Scala, Spark SQL, and PostgreSQL. You can use the Notebook Editor to iteratively code and explore your data before saving code for the materialized view.

What can I do with the Notebook Editor?

Here are just a few things that you can do with the Notebook Editor:

add one or more paragraphs using a language declaration
specify the paragraph code
run the code for all paragraphs or a specific paragraph
view the results for a specific paragraph as a table, bar chart, pie chart, area chart, line chart, or scatter chart
view the results using a notebook visualization

What does the Notebook Editor look like?

How do I access the Notebook Editor?

When creating a new materialized view in a physical schema, you can edit the Script property using the Notebook Editor. Here are the steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the list view of schemas, select an existing physical schema.
In the Action bar of the Schema Designer, select + New → Derived Table → Materialized View.
In the Data Source dialog, in Script, select Edit in Notebook.

To edit an existing materialized view using the Notebook Editor, follow these steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the list view of schemas, select an existing physical schema.
In the Schema Designer, select a materialized view.
In the Table Editor, select in the Table Summary section, select the materialized view data source.
In the Data Source dialog, in Script, select Edit in Notebook.

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Learn more about the Notebook Editor, related tools, and related concepts:

Scheduler

The Scheduler allows you to both manage the scheduled jobs for dashboard delivery and create and manage scheduled jobs for physical schema loads, data notifications, and schema notifications.

Incorta sends the scheduled dashboards, data notifications (dashboard alerts), or schema notifications in an email to the recipients you enter while creating the scheduled jobs. You can also deliver a dashboard to a Data Destination.

What can I do with the Scheduler?

Here are some of the tasks that you can easily accomplish with the Scheduler:

view and edit a schedule for dashboard delivery
add, edit, and delete a schedule for a schema load
create a data notification about an alert condition for a dashboard
create a schema notification about the success or failure for one or more schema load operations

What does the Scheduler look like?

How do I access the Scheduler?

To access the Business Schema Manager, in the Navigation bar, select Data.

Learn more

Learn more about using the Scheduler:

Scheduler

Schema Designer

The Schema Designer allows you to manage entity objects and joins for a physical schema. You also use the Schema Designer to initiate or schedule a load job for an entire physical schema or a given entity object in the physical schema. An entity object in a physical schema is one of the following:

What can I do with the Schema Designer?

Here are some of the tasks that you can accomplish with the Schema Designer:

search for an entity object or a column in an entity object in a physical schema and then open the entity object in the Table Editor
initiate or schedule a load job for a physical schema
explore a physical schema in the Analyzer
view an entity relationship model for a physical schema in the Schema Diagram Viewer
enable or disable performance optimization for various entity objects in a physical schema
change the load order of various entity objects for a physical schema
create an email notification about the success or failure for a physical schema load job
view the version history of changes to a physical schemas
share a physical schema with various users and groups
create a new entity object using the Schema Wizard or the Table Editor
create a new join between entity objects with the Join Editor
view a summary of the las load job including the number of rows and the file size in shared storage
open the load job history in the Load Job Viewer
view a list of entity objects
view a list of joins between objects

What does the Schema Designer look like?

How do I access the Schema Designer?

To open the Schema Designer for a physical schema, follow these steps.

In the Navigation bar, select Schema.
In the Schema Manager, in the list view of schemas, select an existing physical schema.

Learn more

Learn more about using the Schema Designer, related tools, and related concepts:

Schema Diagram Viewer

The Schema Diagram Viewer allows you to view an entity relationship diagram for the selected physical schema and any related and viewable physical schemas. This includes all entity objects and join relationships between entity objects. An entity object in a physical schema is one of the following:

What can I do with the Schema Diagram Viewer?

Here a few of the tasks that you can do in the Schema Diagram Viewer:

view the entity relationship diagram for the given physical schema including zooming in or out and selecting an area of focus
change the layout of the entity relationship diagram
search for a specific entity object by name
view the details about a specific entity object and open the object in the Table Editor
view the details about a specific join between entity objects and open the join in the Join Editor

What does the Schema Diagram Viewer look like?

How do I access the Schema Diagram Viewer?

To open the Schema Diagram Viewer for a physical schema, follow these steps.

In the Navigation bar, select Schema.
In the Schema Manager, in the list view of schemas, select an existing physical schema.
In the Action bar of the Schema Designer, select Diagram.

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Learn more about using the Schema Diagram Viewer and related concepts:

Schema Manager

The Schema Manager allows you to search for, create, and manage physical schemas, session variables, and global variables.

A physical schema defines one or more entity objects and the relationships between entity objects. It also defines how the Loader Service extracts, loads, and enriches data for the physical schema, and how the Analytics Service loads data into memory for the physical schema.

A session variable value is a user-defined variable. A variable stores data of a specific data type. A session variable is immutable within the variable scope of a user session. There are three types of session variables: external, internal, and filter expression.

A global variable has a name, description, type, and value. A global variable is a static variable and is available to all users in a tenant.

What can I do with the Schema Manager?

Here are some of the tasks that you can easily accomplish with the Schema Manager in relation to a physical schema:

create a physical schema using the Schema Wizard
open a physical schema in the Schema Designer
schedule a physical schema load job
view the most recent load job detail for a physical schema in the Load Job Viewer
import and export a physical schema
search for, delete, and share a physical schema
enable or disable performance optimization for various entity objects in a physical schema
change the load order of various entity objects for a physical schema
create an email notification about the success or failure for a physical schema load job
schedule a load job for a physical schema load job

Here are some of the tasks that you can easily accomplish with the Schema Manager in relation to a session variable:

create and edit an external session variable, an internal session variable, or a filter expression session variable
search for, delete, and share an external session variable, an internal session variable, or a filter expression session variable
test an external session variable, an internal session variable, or a filter expression session variable as the current user or another user

Here are some of the tasks that you can easily accomplish with the Schema Manager in relation to a global variable:

create and edit a global variable
search for and delete a global variable

What does the Schema Manager look like?

How do I access the Schema Manager?

To access the Content Manager, in the Navigation bar, select Schema.

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Learn more about using the Schema Manager and related concepts:

Schema Wizard

The Schema Wizard allows you to quickly and simply build a physical schema comprised of one or more physical schema tables. The Schema Wizard uses an existing data source to define one or more physical schema tables. Depending on the data source type, the Schema Wizard also detects foreign key to primary key table relationships in the data source, and in turn, defines these as child-to-parent join relationships between physical schema tables within the physical schema.

What can I do with the Schema Wizard?

Here are some of the things that you can do with the Schema Wizard when creating a physical schema:

create a physical schema for an external data source
select a table from an external data source to include as a physical schema table
when applicable, customize the SQL for a selected data source table
create a new physical table using a SELECT command (such as a existing database view)
define the columns to include in a physical schema table
for a column, define the Incorta Label, Incorta Type, and Incorta Function properties
specify to include or exclude in the physical schema any existing data source foreign key to primary key table relationships

What does the Schema Wizard look like?

How do I access the Schema Wizard?

To open the Schema Wizard to create a physical schema, follow these steps:

In the Navigation bar, select Schema.
In the Action bar of the Schema Manager, select + New → Schema Wizard.

You can also use the Schema Wizard to create one or more physical schema tables with theses steps:

In the Navigation bar, select Schema.
In the Schema Manager, in the list view of schemas, select an existing physical schema.
In the Action bar of the Schema Designer, select + New → Schema Wizard.

Learn more

Learn more about using the Schema Wizard and related concepts:

Security Manager

The Security Manager allows you to create and manage users and groups so as to both enable sharing and restrict access. Using built-in Security Roles, you are able to assign access permissions to groups of users. Known as a Role Based Access Control (RBAC), you can easily enforce access to certain features and functionality within Incorta.

What can I do with the Security Manager?

Here are a few of the actions that you can take with the Security Manager:

create, edit, and delete a group or a user
search for a user or a group
assign or un-assign on or more security roles to a group
add and remove on or more uses from a group
create a mapping between users and groups for LDAP
enable API Key generation for a user
reset the password for a user
for a deleted user, assign object ownership to another user

What does the Security Manager look like?

How do I access the Security Manager?

To access the Business Schema Manager, in the Navigation bar, select Security.

Learn more

Learn more about using the Security Manager:

Security Manager

Table Editor

The Table Editor allows you to define the properties of physical schema entity objects such as an:

What can I do with the Table Editor?

Here are a few of the tasks that you can accomplish with the Table Editor:

in the Action bar, select + New, and in the Add New Menu, select one of the following menu options:
- Formula Column: select to create a new formula column
- Security Filter: select to add a new runtime security filter
- Join (as parent): select to add a new join relationship for the entity object as a parent
- Join (as child): select to add a new join relationship for the entity object as a child
in the Table Summary section, you can:
- Performance Optimized: toggle this option off to load the object data into Shared Storage only or toggle this option on to both load the object data into Shared Storage load data and into the memory of the Analytics Service
- Edit the existing Data Source: select the existing data source and edit various properties in the Data Source dialog
- Add a new Data Source: select + to open the the Data Source dialog and define various properties
in the Columns section, you can:
- Preview data: select Preview data to view a preview of the entity object's data
- search for column
- sort columns by property
- Modify columns: edit and modify various column properties including the Label, Type, Function, Source Encyrpted, and Encrypt
in the Formula Columns section, you can:
- create a new formula column or edit an existing formula column
- edit a formula column expression using the Formula Builder
in the Runtime Security Filters section, you can:
- Create a new runtime security filter or edit an runtime security filter
- edit runtime security filter using the Formula Builder
in the Parent Joins and Child Joins section, you can:
- view the Join details in the Join Editor
- remove the join
In the Load Filter section, you can:
- define a load filter expression using the Formula Builder

What does the Table Editor look like?

How do I access the Table Editor?

You can access the Table Editor for an entity object in a physical schema using the:

Schema Designer
Schema Diagram Viewer
Load Job Viewer

Access the Table Editor using the Schema Designer

There are multiple options or paths that you have to access the Table Editor for a given object using the Schema Designer for a physical schema that you own or have access rights to:

If there are no existing entity objects in the physical schema in the Schema Designer, in the Start adding tables to your schema section, select the type of either the entity object or the data source for the new object, except for the Schema Wizard. Use the Data Source dialog to define the data source properties, and then select Add.
In the Action bar, select + New → Table, and then select the type of the data source you want for the new physical schema table.
In the Action bar, select + New → Alias.
In the Action bar, select + New → Derived Table → Incorta Analyzer.
In the Action bar, select + New → Derived Table → Incorta SQL.
In the Action bar, select + New → Derived Table → Materialized View.
For a given entity object in the Tables section, in the Action menu (v arrow), select Table Details.
In the Tables section, select a given entity object.

Access the Table Editor using the Schema Diagram Viewer

To access the Table Editor using the Schema Diagram Viewer, select an entity object in the diagram. In the entity object details drawer, select the square with arrow icon next to the object name.

Access the Table Editor using the Load Job Viewer

For a given entity object in a physical schema that you have access rights to, you can access the Table Editor by using the Load Job Viewer. Here are the steps to access the Table Editor using the Load Job Viewer:

In the Jobs list view, if required, select a load job.
In the Load Job Details list view, in the Name column, select the name link of an entity object.

Learn more

Learn more about using the Table Editor and related concepts:

Incorta Essentials

To continue your journey learning Incorta, consider our Incorta Essentials for Business and Data Analysts self-paced course. This hands-on course offers on-demand environments.