Data Inventory Management

Creating Filters
Creating Filters To create a new filter, click the blue "New Filter" button in the top right corner of the Data Filter screen.  Name your filt...
Mon, Jul 11, 2022 at 7:45 AM
Creating New Processing Activities
Creating New Processing Activities To create a processing activity that was not captured during the profiling session, click the Create button on the top r...
Mon, Jul 11, 2022 at 7:46 AM
Adding New Answer Choices
Adding New Answer Choices There are two ways to add a new answer choice. Type into the Add New Choice field if you want the answer to appear as an answer c...
Mon, Jul 11, 2022 at 7:47 AM
Baseline Data
Baseline Data At the top of the page, the numbers within each box category represent the different categories of information across all participant respons...
Mon, Jul 11, 2022 at 7:47 AM
Cloning Processing Activities
Cloning Processing Activities If you want to use the data from one activity to populate another, you can leverage the clone feature. To do so, hover over t...
Mon, Jul 11, 2022 at 7:48 AM
Customizing Grid Columns
Customizing Grid Columns Configuring columns allows you to bring additional data into the grid. To add columns, select the blue arrow to the far right of t...
Mon, Jul 11, 2022 at 7:48 AM
Data Filters
Data Filters Data Filters are used to create a subset of the data within a data inventory project. From the main dashboard, the filters can be accessed by ...
Mon, Jul 11, 2022 at 7:49 AM
Deleting Filters
Deleting Filters Delete filters by selecting the trashcan icon in the bottom right corner of the filter's editor screen. 
Mon, Jul 11, 2022 at 7:49 AM
Deleting Processing Activities
Deleting Processing Activities The View Individual Answers box must be checked. Choose the specific lines of data you would like to remove, and then click ...
Mon, Jul 11, 2022 at 7:59 AM
Edit Answers
Edit Answers To edit the data, select the individual row(s) you want to update from the grid. The Edit Answers button only appears when the "View Indi...
Mon, Jul 11, 2022 at 7:59 AM