Managing Data

Optimising your data set for Omniscope

Once you have successfully imported your data, and confirmed that you can refresh from the original source(s), you can follow the Analysis phase checklist to optimise your file. Most changes you make to your file are remembered and re-applied when you refresh the data from source, but not all.  Changes which will not survive a refresh are noted, and you must follow a source data correction procedure that depends on the nature of your sources. Omniscope can write changes back to data files such as a spreadsheet, but this is not currently supported for direct database connections. Some connectors, such as the Salesforce direct connector, feature synchronisation of changes with the live source online.

Manage Fields -

• Overview (data types, converting, renaming, deleting)
• Manage Fields (including reordering)
  • Manage values - colours/shapes

Setting & Clearing Sorts -

Formula Fields - You can define Formula fields (columns) to be evaluated according to mathematical functions and logical expressions using the values in other columns. In addition to the same functions used in most spreadsheets, Omniscope also features powerful SUBSET functions that operate on entire data sets. This section introduces the use of Formula fields (columns) and provides links to more detailed sections on defining your own formulae and using Variables (assumed values used for sensitivity analysis) with links to the Functions Guide, which provides detailed documetation and examples of commonly used formulae.

• Formula editor
• Variables