Datatalk allows you to query the platform's data and obtain results as a table. Simply select :
- The theme (for example
Resource
,Budget
orindicator
) - period (all at once, or evolution over time)
- Information to be displayed (example: the
remaining work
thecompleted
thebudget committed
etc.) - 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
Here are the fields found in this screen:
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)
Rights required :
Datatalk properties cannot be modified once the datatalk has been created, except by the person who created it.
Actions (when a datatalk is created)
Actions (when a datatalk is selected)
Using datatalk
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
Once you have filled in the fields, simply click on | |
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:
- |
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
The representations displayed correspond to all the platform's available representations, and not those corresponding to the parameter structures.
Here are the fields found in this screen: