Viewing Decisions Data Mart Data

The Decisions Data Mart is a separate database from the Decisions database. It has an open schema and is available for use with any reporting/BI tool outside of the Decisions application. Imported history is synchronized with the Data Mart so that the latest history is always available for reporting. Users can publish their scenarios to the Data Mart for easy reporting across multiple scenarios as well as history.

Folders and Data Sources are utilized by the Data Mart in order to organize and secure the data. All scenario data that gets published is given a DataSource name by the user who is doing the publishing. It is used to find the specific data that has been added to the Data Mart. Permissions can be given to or removed from folders to allow or prevent specific users from seeing the data contained within the folder. Folders logically contain DataSources.

The Genesys Decisions Data Dictionary provides a concise and detailed description of the database views that are available to be used to generate reports on historical and scenario data. In order to obtain Data Dictionary contact Genesys Decisions Support.

Using the Data Mart Explorer

To open the Data Mart Explorer, click Results, and then click Data Mart Explorer.

Data Mart Explorer displays the hierarchical structure of data sources and folders on your Data Mart. Using Data Mart Explorer, you can cut, copy, paste, rename, and share data sources and folders.

Folder Hierarchy

The Data Mart Explorer uses the following folder structure:

• Root folder
  • Contains home, public, and synchronization folders.
• Home folder (Only displays if Security is enabled)
  • Separate folder under Home for each user
  • Scenarios can be published to these folders
• Public Folder
  • Every user who has the DataMart Users role in the Data Mart database can access this folder
  • Scenarios can be published to these folders
• Synchronization
  • Contains the historical data and configuration information that has been synchronized from the Decisions database

Creating a New Folder

Click CTRL+N or click a black folder icon in the upper left corner. You can create folders within a folder to which you have Manage/Publish/Report permission set up. This operation is also available using the shortcut (right-click) menu.

Navigating Folders in the Data Mart Explorer

Use the following Data Mart Explorer tools to navigate the folder structure:

• Back button – Takes you back to the last folder you viewed.
• Forward button – Takes you forward to the next folder. The Forward button is not always visible. If there is no folder to go forward to, the button is inactive.
• History button – Shows recently-visited folders.
• Up button – Takes you back one level.
• Address bar – Displays the full path to the currently in-focus location. Clicking within the Tree View causes values in the Address bar to be updated. It is possible to navigate using the Address bar by clicking nodes within the displayed path.

Data Mart Explorer Views

Use the following panels in the Data Mart Explorer to view and manipulate folders:

• Folder Tree View is the panel on the left-hand side. It displays a Tree view of the folder structure. It has the following behaviors:
  • Single-click an item in the Tree view to update the contents of the Address bar and the Folder Contents view.
  • Double-click an item in the Tree view to expand or collapse items if there are items within the selected folder.
  • Right-click actions – Depending on the item that is selected in the Folder Tree View, the following actions can become available using the shortcut menu (right-clicking): Cut, Copy, Paste, Update Folder Permissions, Delete, New Folder, Rename.
• Folder Contents View is the panel on the right-hand side. It displays the contents of a selected folder. It can view other folders and publications. It has the following behaviors:
  • Right-click actions – Depending on the item that is selected in the Folder Contents View, the following actions can become available using the shortcut menu (right-clicking): Cut, Copy, Paste, Update Folder Permissions, Delete, New Folder, Rename.

Data Mart Folder Permissions

There are different permissions that can be assigned to Data Mart users for accessing the folder. Each permission allows the Data Mart user to conduct a different set of operations on/in the folder. The permissions and their set of operations are as follows:

• Report
  • Select from data sources
• Publish/Report
  • Operations in the Report permission
  • Insert data into a data source
  • Create data sources
  • Delete data sources
  • Rename data sources
  • Cut/Copy/Paste data sources
• Manage/Publish/Report
  • Operations in the Publish/Report permission
  • Create folders
  • Rename folders
  • Delete folders
  • Insert data into a data source
  • Give Report permission to Data Mart users
  • Give Publish/Report permission to Data Mart users

Important

Each Data Mart folder has – at most – one Data Mart user who has been assigned the Manage/Publish/Report permission for it.