What is Datatalk?
Datatalk can be accessed via a dedicated tab on theme Reports.
💡 See the guide 
Interrogating data with Datatalk
This function allows you to query the platform's data by defining :
- theme (resource, budget, indicator)
- period (all periods, data evolution by period)
- representations (remaining work resource, target, completed, estimated, committed, Invoiced, target...)
- a measurement perimeter via unit or filter selection (budget, resource, project, indicator)
It is possible to record a Datatalk command and find it in the list of datatalks. This record can then be retrieved and inserted into a block of homepage 
Datatalk record list
Each Datatalk can be saved for subsequent queries.
The list of registered Datatalk queries is available from the search above the form creation page. The creator of each query is indicated in brackets.
Creating and modifying a Datatalk record - Properties
Each datatalk can be saved for subsequent queries. Click on Add to add a new query to the list.
🚩 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)
Actions (when a datatalk is created)
Actions (when a datatalk is selected)
Rights required
Field name | Functional information |
This is the name of the Datatalk request. Choose a meaningful name so that you can easily find the right request. | |
Codes are generally entered in uppercase and with underscores _.
It's important to enter them, as they can be useful in the event of an error.
🚨 This field cannot be modified onceattribute has been created. | |
This is the Datatalk creator. This field cannot be modified and is automatically populated with the name of the creator user. | |
Enter additional information in this field to describe your datatalk. | |
Enter additional information in this field to describe your datatalk. | |
Order in which the datatalk will appear in the list of datatalks |
🚨 Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.
Using datatalk
Rights required
The representations displayed correspond to all the platform's available representations, not those corresponding to the parameter structures already set up.
| Button name | Description |
|---|---|
🚩 This button appears only when a Datatalk record is created.
It simply unfolds the Datatalk properties at the top of the page. See | |
This button is used to quit the saved datatalk, in order to build a new one or select another. | |
This button allows you to directly download a file | |
This button executes the Datatalk request, according to the fields that have been filled in. If the execution fields are changed, this button must be clicked again to refresh the data. | |
A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects. | |
Here is the list of (default) filter criteria with which items can be selected:
- | |
A pane appears, allowing you to select one or more resources, or even all resources. A text search can be used to find resources. | |
Here is the list of (default) filter criteria with which items can be selected:
- | |
A pane appears, allowing you to select one or more budgets, or even all budgets. A text search can be used to find budgets. | |
Here is the list of (default) filter criteria with which items can be selected:
- | |
A pane appears, allowing you to select one or more indicators, or even all indicators. A text search can be used to find indicators. | |
Here is the list of (default) filter criteria with which items can be selected:
- |
Field name | Functional information |
Choice of theme :
- Budget
- Resource
- indicator
The themes must be activated on the up to appear, and the theme access rights are required. | |
Choice of representations (remaining work resource, retimed, planned, committed, target...)
You can add as many representations as you like
 Representations of theme Resources | |
5 grouping options are available:
- Total amount
- By resource : By property or attribute resource or By resource hierarchy level
- By project : By property or attribute project or By project hierarchy level
- By budget : By property or attribute budget or By hierarchical level budget
- By phase | |
You can select filter criteria at budget or choose budgets individually. | |
You can select filter criteria at indicator or select indicators individually. | |
2 period display options are available:
- All periods
- Data evolution by period |
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