Datatalk allows you to query the platform's data and obtain results as a table. Simply select :
- The theme (for example
Resource,Budgetorindicator) - period (all at once, or evolution over time)
- Information to be displayed (example: the
remaining workthecompletedthebudget 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
Chaque datatalk peut être enregistré afin d’être à nouveau requêté ensuite.
Rights required :
Datatalk consultation
Creating a datatalk
Modifying a datatalk
Permet de modifier un datatalk.
Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.
Rights required : Modifying a datatalk
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)
Validates your changes. This may redirect you to the previous page on some screens.
Affiche la liste des modifications effectuées sur ce datatalk, par tous les utilisateurs.
Les actions sont triées de la date la plus récente à la plus ancienne. Cela est possible sur un datatalk déjà créé.
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.
This button allows you to directly download a file Datatalk (beta)AAAAMMJJHHSS.xlsx.
It contains the same data as when Datatalk was run, in the table at the bottom of the screen.
Si le mode d'affichage choisi est Summarythis button will be hidden.
This button is used to cancel a current action and return to the previous screen. Please note that any unsaved changes will be lost.
Ce bouton permet d'exécuter une requête Datatalk, selon les champs qui ont été remplis. Si les champs d'exécution sont changés, il faut à nouveau cliquer sur ce bouton afin de rafraîchir les données.
Ce bouton apparaît uniquement à la création d'un enregistrement Datatalk.
Il permet simplement de déplier les propriétés d’un Datatalk en haut de page.
See Datatalk - Création et modification d'un enregistrement Datatalk - Propriétés
Once you have filled in the fields, simply click on Register
Une requête est enregistrée avec les informations suivantes :
- Choice of theme
- Choice of representation
- Display mode (overview/by project/by budget)
- Period display (All periods / evolution)
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.
A pane appears, allowing you to select one or more budgets, or even all budgets. A text search can be used to find budgets.
A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources.
A pane appears, allowing you to select one or more indicators, or even all indicators. A text search can be used to find indicators.