Lists

Creating Lists

Infoveave List allows you to create and manage a list of all columns generated through SQL Queries on any Datasource within Infoveave.

• To create List in Infoveave over any existing Datasources, click on Studio List.

• All Lists, created by you or shared with you will be displayed under the tabs My List and Shared List respectively.

Access Lists

To formulate a fresh formula, click on New List.

1. Select the related SQL query from the Data Report drop-down.
2. Click Continue.
3. Assign a name to the new List.
4. Give the List a description (if necessary).
5. Select the Key Column for the List.
6. Select the data ingestion type by the checking proper the radio buttons.
   • Reload Allows a parent query to reload, which truncates and reloads the existing column data in the List.
   • Insert The option allows to select and insert sub-query for a parent Query through the Select Insert Query field. This allows inserting new columns to the List without the need to altering the parent query.
   • Upsert The option allows to select and add sub-query for a parent Query through the Select Upsert Query field. It also allows for the selection of a key column for the insertion and updating of the List without the need to change the parent query through the filed Select Key Column.
7. To save the List created, click Save.
8. The newly created List is now visible under Studio List.

Note

The Key Column for List must be present in the selected query for the successful data synchronization.

Note

Please note that the options “Select Upsert Query” and “Select Key Columns” are applicable exclusively to the “Upsert” action. The “Insert” action features the “Select Insert Query” option, tailored for your insertion needs. Additionally, the “Reload” action does not require an additional query.

Caution

You cannot create a List in Infoveave, if the selected query contains space in the column names.

Example

Scenario You are managing a dataset that stores customer information and purchase records for an e-commerce platform. This dataset contains data on customers, their orders, and their purchase history. You need to create a list to analyze this data more effectively, and you have the following options for data ingestion

• Reload
  • Imagine you have a parent query that retrieves customer data, including their contact information and order history. You want to keep this list up-to-date as new orders and customer information are added. By selecting the “Reload” option, you can effectively refresh the list.
  • When you choose to reload, Infoveave will truncate the existing data in your list and replace it with the most recent data from the parent query. This ensures that your list always reflects the latest customer details and order information. This option is particularly useful when your source data is frequently updated, and you want to maintain a real-time or near-real-time view of your customers and their orders.
• Insert
  • Suppose you want to enhance your list by adding new columns, such as a “Total Purchase Amount” column, which calculates the sum of purchases for each customer. By selecting the “Insert” option, you can accomplish this without altering the original parent query.
  • With the “Insert” option, you create a sub-query that calculates the “Total Purchase Amount” and inserts it into the list as a new column. This sub-query acts independently, allowing you to enrich your list with additional data without modifying the way your core customer data is retrieved. It provides the flexibility to customize your list with calculated fields or data from related sources while keeping your parent query structure intact.
• Upsert
  • Now, consider a situation where you need to update specific information within your list. For instance, some customers have changed their addresses, and you want to ensure your list reflects these corrections without re-fetching all the customer data. With the “Upsert” option, you can achieve this.
  • By selecting “Upsert,” you can define a sub-query that contains the corrected customer addresses. Additionally, you specify a key column to identify which customer records need updating. Infoveave will then manage the insertion and updating of data in your list, ensuring that the customer records with modified addresses are updated while preserving the rest of the data. This approach streamlines the process of keeping your list accurate without altering the structure of your parent query.

In summary, these data ingestion options in Infoveave’s list feature offer you precise control over how you manage and maintain your datasets. Whether it’s keeping your data current with a full reload, enhancing your list with new calculated columns, or selectively updating records with an upsert, you can choose the method that best aligns with your specific data needs, all while preserving the integrity of your parent query.

Managing Lists

To learn about managing lists, visit Manage Lists.

Navigating Lists

Customize NGauge Form Layout

Customize the NGauge form layout for creating a user-centric, efficient, and adaptable last mile form that enhances data management, reporting, and overall productivity.

To customize the NGauge form in Infoveave, follow these steps

1. Click on the Customize button on the required NGauge form to access the NGauge designer.In the designer, you will find all the selected columns arranged as a grid.
2. Look for desired component (Icon, Shape, Image, Text, Child Form) in the component library.
3. Drag and drop these elements onto the canvas.
4. Click and drag components to the desired location.
5. Pick the component you want to resize.
6. Click and drag small circles around the edges or corners of the element to resize it.
7. To delete a component, select it on the Designer canvas and click the Delete option.
8. Use the Save option to preserve your work, ensuring easy access and future edits.

Add Data

Add data to the NGauge form to the continuous enrichment and relevance of your datasets. This ensures real-time updates, allowing for accurate analysis, reporting, and informed decision-making.

To add data in the NGauge form, follow these steps

1. Click on the Add Data button.This action will redirect you to the customized view of the NGauge form, initiating the data entry process.
2. Begin by entering the required data in the designated fields.The customized view provides a user-friendly interface for seamless data input.
3. Optionally, if applicable, you can use a barcode reader to streamline the data entry process. This is particularly useful for efficiently capturing and entering data into the Child form.

Download Lists from Insights

Insights List in Infoveave provides easy access to downloadable lists of data. It allows you to quickly find and preview the desired List, and then download it in formats like CSV or Excel. Simplify data retrieval and utilize the downloaded lists for analysis or sharing.

To access and download Lists in Infoveave Insights, follow these steps

1. Click on the Insights section in the Infoveave menu.
2. In the Insights layout, locate the Lists option.
3. Browse through the lists to find the one you want or alternatively use the search bar for quick access.
4. Once you have located the desired list, click on it to open the list details. You will be redirected to the List View.
5. In the list view, you can preview the List contents, including the data and columns.
6. To download the list, click on the Download button.

Note

• The List option becomes visible and accessible only when you have properly configured a list within the Studio List section.
• To learn how to create a List View and List in Infoveave, go to List View and List respectively.
• The List will be downloaded to your device in a compatible file format (such as CSV or Excel).
• Go to the sections Lists and List View to learn more.