Datatalk

‣

Table of contents

Datatalk

Datatalk allows you to query the platform's data and obtain results as a table. Simply select :

The theme (for example Resource, Budget or indicator)
period (all at once, or evolution over time)
Information to be displayed (example: the remaining workthe completedthe budget committedetc.)
The element(s) to be analyzed (by filtering on certain projects, budgets, resources or indicators)

Then click on Run and Datatalk displays a table with the requested data. You can :

Save the order (search) for later use
Export data to an Excel file
Add this table to other screens (e.g. the home page)

It's a fast, personalized way of consulting all kinds of information, without the need for complex reports. You simply select the criteria, and Datatalk takes care of displaying the results.

Datatalk is accessible in a dedicated tab of the theme Reports.

📎

Read more : Interrogating data with Datatalk

Datatalk record list

Each Datatalk can be saved for later retrieval.

The list of registered Datatalk queries is available from the search above the creation form . The creator of each query is indicated in brackets.

Creating and modifying a Datatalk record - Properties

Each Datatalk can be saved for later retrieval.

Creating a new datatalk

Using a datatalk: if I'm not the creator, I can't modify properties

🚦

Rights required :

Here are the fields found in this screen:

‣

‣

‣

‣

‣

‣

🚩

The query is saved with the following information:

Choice of theme
Choice of representation
Display mode (overview/by project/by budget)
Period display (All periods / evolution)

Add

Allows you to add a datatalk (new request) to the list.

🚦

Rights required : Creating a datatalk

Seehistory

Displays the list of changes made to this datatalk by all users.

Actions are sorted from the most recent date to the oldest. This is possible on an already created datatalk.

Edit

Allows you to modify a datatalk.

🚨

Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.

🚦

Rights required : Modifying a datatalk

Validates your changes. This may redirect you to the previous page on some screens.

Using datatalk

🚦

Rights required :

Datatalk consultation
Selecting an indicator (to use the Indicators theme )
UP budget selection (to use the Budgets theme )
UP resource selection (to use the Resources theme )

🚨

Please note that if there is a structure link on several hierarchical levels, the total will be incorrect, as the data will be counted several times. This is the case if projects, resources, budgets or indicators are multi-linked. This can happen if you choose a Datatalk - ‣ by hierarchical level and elements are linked to several levels Hierarchies

Here are the fields found in this screen:

‣

‣

‣

‣

‣

‣

‣

‣

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

🚩

Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

‣

Here is the list of filter criteria (default) that can be used to select projects:

‣

Here is the list of filter criteria (default) that can be used to select resources:

‣

Here is the list of filter criteria (default) that can be used to select budgets:

‣

Here is the list of filter criteria (default) that can be used to select indicators:

Export to Excel

This button allows you to directly download a file DatatalkYYYYMMDDHHMM.xlsx. It contains the same data as when Datatalk is run in the table at the bottom of the screen. If the selected display mode is Summarythis button will be hidden.

Cancel

This button is used to cancel a current action and return to the previous screen. Please note that any unsaved changes will be lost.

Run

This button allows you to execute a Datatalk query based on the fields that have been filled in. If the execution fields are changed, you must click this button again to refresh the data.

Datatalk properties

This button only appears when creating a Datatalk record.

It simply allows you to expand the properties of a Datatalk at the top of the page.

See Datatalk - Creating and modifying a record Datatalk - Properties

Once you have filled in the fields, simply click on Register

A request is recorded with the following information:

Choice of theme
Choice of representation
Display mode (overview/by project/by budget)
Period display (All periods / evolution)

Select projects

A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.

Select budgets

A pane appears, allowing you to select one or more budgets, or even all budgets. A text search can be used to find budgets.

Select resources

A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.

Select indicators

A pane appears, allowing you to select one or more indicators, or even all indicators. A text search can be used to find indicators.

‣

Non-exhaustive list of error/information messages