(v23) Fields Tab

Fields Tab

This applies to: Visual Data Discovery

Use the Fields tab to configure settings for fields in your data source. You can search for a field by Label, upload a translation file,update field capabilities, add derived fields, add hierarchy fields, or select the Custom Metrics tab add a custom metric.

The tailored and defined fields here are used as attributes and metrics for visuals that use this data source configuration. Table visuals and Details dialogs display fields in the order they are retrieved from the source; if you add a field here, it is added to the end of the fields list.

Note: You must be logged in as a user with the Administer Sources or Create New Data Sources privilege, or write permission for this source.

The Fields tab is split into two main tabs with data tables and sidebar menus you can use to manage individual field settings.

• The Fields Table
• Data Options - Fields Table
• Settings Sidebar Menu - Fields Tab
• Filter Values Menu - Fields Tab
• Info Sidebar Menu - Fields Tab
• The Custom Metrics Table
• Data Options - Custom Metrics Table
• Settings Sidebar Menu - Custom Metrics Tab
• Info Sidebar Menu - Custom Metrics Tab

The Fields Table

The field tables lists all the fields in the records of the data source collection or table you selected on the Source Creation tab and allows you to configure them. To define the field metadata, 1,000 records are sampled. Select Update Field Capabilities to make bulk changes to the fields in your source. Select Add Derived Field to add a derived field to this table.

The following table describes the settings you can alter for individual data fields. To refresh your data source metadata, select the refresh () button for Manual Refresh on the Cache tab. See Trigger Refresh Jobs for more information.

Column	Description
Visible	By default, all fields are visible, and you can include data from these fields in your visuals. If you want to hide specific fields, select the toggle to hide the field. Hidden fields can be added to and used in derived fields and custom metrics, but not visuals. See Hide Fields. If a hidden native field is the default metric for a new visual, another metric is used in its place.
Label	By default, the name of the field as defined in the data from the data store. To change, edit the Label field in the Settings side panel.
Type	Shows the field type. Fields from your data source are Native. Derived fields are Derived.
Data Type	The data type for each field is defined, by default, by Symphony and shown here. If available, select Convert in the Data Details section of the Settings side panel to create a derived field of this data as another data type, such as Time, Number, or Attribute.
Actions	Shows what actions, if any, you can take for this field. You can only delete derived fields here. Note: If you try to delete a visual, dashboard, dashboard link, source, or source field, Symphony displays an error message naming any objects dependent on the item you’re trying to delete. You can delete the item after you’ve removed the association from the dependent object.

Data Options - Fields Table

Use the search field positioned above the Fields table to find specific fields by label. Select other available options to supplement or adjust your data. Depending on your environment, not all options shown here may be available.

• Search - Search for a field by Label name.
• Upload Translation File - Upload alternative field names in your users' preferred language. See Upload a Translation File For a Source .
• Update Field Capabilities - Adjust the predefined capabilities of native and derived fields. See Update Field Capabilities.
• Add Derived Field - Create and test derived fields for your data. See Create and Modify Derived Fields.
• Add Hierarchy Field - define a hierarchy field from your hierarchical data source. See Define a Hierarchy Field for Your Data Source.

Settings Sidebar Menu - Fields Tab

Select a field in the fields table to edit and update information for each field. Depending on the field selected, available options change. Select Save to save any changes you make here.

Setting	Description
Expression	The expression used to define this derived field. Select the edit () button to change.
Data Details	Depending on the Data Type of the field, different options are available you can adjust. Data Type: Convert to an available data type. The original field is not converted: a new derived field with the new data type is created. Data types that may be available are Time, Number, or Attribute. Default Aggregation: Select an available default aggregation type. For explanations, see Metric Aggregation Functions. For numeric data types, select from: Sum, Avg, Min, Max, Count, or Distinct Count. For attribute data types, select from Count or Distinct Count. Granularity: Select a default smallest increment level of time granularity to include in visuals. Valid granularity options are Year, Quarter, Month, Week, Day, Hour, Minute, Second, or Millisecond. You can edit a visual to include a larger granularity increment than the default for this field, but not a smaller increment. Time Zone: Select the time zone to include in visuals.
Format	The number or time format for this field. Select the edit () button to change the format type and edit display details for field. Number field options: Plain Number, Percentage, Money, Storage, or Scientific Notation. See Configure Number Formatting - Data Sources. Time field options: Adjust the display format of any available date or time field. See Configure Date and Time Formatting - Data Sources.
URL Formatting	Enable to display a hyperlink associated with this Attribute or Number field as a link in the Data Details table for a visual. When selected, the URL opens in a new browser tab. Select the Interpolated Expression add icon () and enter the link address, such as https://www.website.com/${cell.value}.
Partition	If you are using Cloudera Impala, Apache Drill, Hive, or Spark SQL as your data source, the Partition section shows if fields within your source are partitioned. Enable to optionally adjust the Partition Field and Partition Function of the partition.

Filter Values Menu - Fields Tab

Select a field in the fields table to define filter values for each field. Choose a static override option if you want to specify Custom Value and Range. Depending on the field selected, available options change. Select Reset to clear unsaved changes and return to previously saved settings. Select Save to save any changes you make here.

Source of Filter Values	Setting	Description
Default		Select to inherit values from the data source. Select Reset to reset any changes you've made, even saved changes, to Default.
Dynamic Override		Select values from predefined entities. Apply to Attribute, Number, or Time fields. Data Entity: Select an available data entity by name from the list. Field: Select field. Preview: Select the number of rows to preview (10-100).
Static Override		Select to manually enter filter values. You can enable Custom Value, Custom Range, or both. If the values you define are invalid, you can't save your settings.
	Custom Range	Enable to define a custom range from available values. Apply to Number and Time fields. Adjust Min and Max to suit your needs. Applies to all visuals. These fields must defined.
	Custom Value	Enable to define custom values for this field at the source level. Apply to Attribute and Number fields. Enter a custom value or variable, then select Add to add the value. Repeat as needed. Select to delete a value or variable. Alternatively, set no values or variables. Appropriate users can define values at the visual level.

Info Sidebar Menu - Fields Tab

Select a field in the fields table to review information about or update the label for each field. Depending on the field selected, available options change. Select Save to save any changes you make here.

Setting	Description
Name	The name of the field as defined in the data from the data store. Unique. When you add a derived field, Symphony generates the Name using information in the Label field. The Name must be unique; Symphony appends a number if needed. Note: Symphony supports underscores and periods in data store field Names. No other special characters or white spaces are supported. Names can start with a letter or an underscore, followed by letters, digits, underscores, and periods.
Label	The Label information for the field as defined in the data store, or that you define when you create a derived field. Edit as needed for use in your visuals and dashboards. 255 characters. The Label field does not need to be unique.
Data Entity Label	The name of the data entity source for this field.

The Custom Metrics Table

The Custom Metrics table lists custom metrics you have defined for the data and allows you to define others. You can also select Add Custom Metric to add a custom metric to this table.

• When you create a new source, Symphony presents Volume as a custom metric, using the Count(*) expression. Edit or delete as needed to reflect your information as desired.

• When you upgrade Symphony from an older release, volume metrics for existing sources are converted to a custom metric.

Column	Description
Visible	By default, all the fields are selected and are visible. This means that you can visualize the data from these fields on your visuals. If you want to hide specific fields, select the toggle to hide the field. Hidden fields can be used in custom metrics. However, they cannot be used in dashboard visuals. See Hide Fields. If a hidden native field is the default metric for a new visual, another metric is used in its place.
Label	The Label information for the field you define when you create a custom metric. To change, edit the Label field in the Settings side panel.
Type	Shows the field type. Custom metrics are always Custom Metric.
Data Type	Shows the data type. For custom metrics, this is always Number.
Actions	Shows what actions, if any, you can take for this field. Generally, you can only delete custom metrics.

Data Options - Custom Metrics Table

• Search - Search for a custom metric field by Label name.
• Add Custom Metric Open the Custom Metrics Editor. See Create and Modify Custom Metrics.

Settings Sidebar Menu - Custom Metrics Tab

Select a field in the custom metrics table to edit and update information for each metric. Select Save to save any changes you make here.

Setting	Description
Expression	The expression used to define this custom metric. Select the edit () button to change.
Format	The number format for this field. Select the edit () button to change the format type and edit display details for the format type. Options are Plain Number, Percentage, Money, Storage, or Scientific Notation. See Configure Number Formatting - Data Sources.

Info Sidebar Menu - Custom Metrics Tab

Select a field in the Custom Metrics table to review information about or update the label for each field. Depending on the field selected, available options change. Select Save to save any changes you make here.

Setting	Description
Name	The name of the metric as you define during custom metric creation. Unique. When you add a custom metric, Symphony generates the Name using information in the Label field. The Name must be unique; Symphony appends a number if needed. Note: Symphony supports underscores and periods in data store field Names. No other special characters or white spaces are supported. Names can start with a letter or an underscore, followed by letters, digits, underscores, and periods.
Label	The Label information for the field you define when you create a custom metric. Edit as needed for use in your visuals and dashboards. 255 characters. The Label field does not need to be unique.