Documentation and Support
Topics
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1. Getting set up in the platform
14
- 1.1 How do I Login?
- 1.2 How do I Log In with Multiple Customers?
- 1.3 How do I Log Out?
- 1.4 How do I change my Password?
- 1.5 What if I forget my Password?
- 1.6 How do I Login via Adobe Analytics Account?
- 1.7 How do I change my Profile Information?
- 1.8 How do I change my Default Theme?
- 1.9 How do I create a user group?
- 1.10 How do I create a new user?
- 1.11 How do I enable SSL on my account?
- 1.12 How do I download the SSL cert files for my account?
- 1.13 How do I use MySQL Workbench to connect to my database using SSL?
- 1.14 How do I use Tableau to connect to my database using SSL?
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2. Navigating the platform
13
- 2.1 What are the Platform System Elements?
- 2.2 What is the Window Switcher used for?
- 2.3 What is the User Tools Icon used for?
- 2.4 What is the Notifications Icon used for?
- 2.5 What are Workspace(s)?
- 2.6 What are Dashboard(s)?
- 2.7 What are Table(s)?
- 2.8 What are Form(s)?
- 2.9 What is System?
- 2.10 What are Favorites and how do I Navigate to them?
- 2.11 What is Most Recent and how do I Navigate to them?
- 2.12 How do I navigate through Folders?
- 2.13 How do I change my Notification Settings?
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3. Navigating Fix (Table Grid View)
7
- 3.1 What are the Fix (Table Grid View) Elements?
- 3.2 How do I Select Records?
- 3.3 How do I Refresh data in Fix (Grid View)?
- 3.4 How do I switch between Fix (Grid), Flare (Chart), Flow (Visualizer), and File?
- 3.5 How do I change the number of Records seen in Fix (Grid View)?
- 3.6 How do I view Table Notes and Documentation?
- 3.7 How do I use Pagination in Fix (Grid View)?
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4. Using Fix (Table Grid View) Tools
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- 4.1 How Do I Add Records?
- 4.2 How do I Copy records?
- 4.3 How do I Edit records?
- 4.4 How do I Edit records by text?
- 4.5 How do I Delete records?
- 4.6 How do I Import records via Copy & Paste?
- 4.7 How do I Import records via a Manual File Upload?
- 4.8 How do I Import records from another Table?
- 4.9 How do I Import records via Drag & Drop?
- 4.10 How do I Export a File to desktop?
- 4.11 How do I Export using a Connector?
- 4.12 How do I Export a File to Email?
- 4.13 How do I Export a File to Web?
- 4.14 How do I Export records via Copy & Paste?
- 4.15 How do I see specific field/cell/column content if too large in the grid?
- 4.16 How do I set a cell to NULL?
- 4.17 How do I Filter using With This Value/Without This Value?
- 4.18 How do I create a Pivot View?
- 4.19 How do I Reset Grid View?
- 4.20 How do I Delete ALL records?
- 5. Using Fix (Table Grid View) Header Tools 7
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6. Using Fix (Table Grid View) Configurator
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- 6.1 What are the available System Fields?
- 6.2 What are the Fix(Grid View) Configurator elements?
- 6.3 How do I manage which Fields are shown in the view?
- 6.4 How do I manage what Order Fields are shown?
- 6.5 How do I manage what Values, Counts, or Aggregates are shown?
- 6.6 What are all possible Value, Counts, or Aggregates available?
- 6.7 How do I change what is shown for a Field Name?
- 6.8 How do I create a View Mashup Field?
- 6.9 How do I Filter in Fix (Grid View)?
- 6.10 What are the available criteria types?
- 6.11 How do I create Advanced Filters in Fix (Grid View)?
- 6.12 How do I manage the Sort Order of my Data?
- 6.13 How do I open a table in Card View?
- 6.14 How do I Clear Filters?
- 7. Creating View Mashup Fields 4
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8. Using Table View/Chart Management
15
- 8.1 How do I save my configured View as a Table?
- 8.2 How do I save my configured View for later?
- 8.3 How do I set a saved View as my Default View?
- 8.4 How do I remove a Default View?
- 8.5 How do I save my configured View to a Dashboard?
- 8.6 How do I save my configured View to share with others?
- 8.7 How do I share my View with other users?
- 8.8 How do I save my configured Chart for later?
- 8.9 How do I save my configured Chart to a Dashboard?
- 8.10 How do I share my Flare with other users?
- 8.11 How do I remove a saved View?
- 8.12 How do I remove a saved Chart?
- 8.13 How do I open a saved View?
- 8.14 How do I open a saved Chart?
- 8.15 How do I save my configured View to use in Excel?
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9. Flare (Charting)
19
- 9.1 How do I create a Column Flare?
- 9.2 How do I create a Spline Flare?
- 9.3 How do I create a Line Flare?
- 9.4 How do I create a Scatter Plot Flare?
- 9.5 How do I create a Stacked Column Flare?
- 9.6 How do I create a Percentage Stacked Column Flare?
- 9.7 How do I create a Bar Flare?
- 9.8 How do I create a Stacked Bar Flare?
- 9.9 How do I create a Percentage Stacked Bar Flare?
- 9.10 How do I create an Area Flare?
- 9.11 How do I create a Stacked Area Flare?
- 9.12 How do I create a Percentage Stacked Area Flare?
- 9.13 How do I create a Area Spline Flare?
- 9.14 How do I create a Waterfall Flare?
- 9.15 How do I create a Funnel Flare?
- 9.16 How do I create a Pyramid Flare?
- 9.17 How do I create a Heatmap Flare?
- 9.18 How do I create a US Map Flare?
- 9.19 How do I create a World Map Flare?
- 10. Using Fix (Table Grid View) Exports 6
- 11. Using Flare (Charts) 6
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12. Using Flow
22
- 12.1 What are the Flow Elements?
- 12.2 How do I create a new Flow?
- 12.3 How do I save a Flow?
- 12.4 How do I modify a Flow?
- 12.5 How do I remove a Flow?
- 12.6 How do I create a scheduled Flow?
- 12.7 How do I Create a Flow that is triggered on a Data Event? (Ex:When a row is added.)
- 12.8 How do I create a Flow that is triggered when a specific Form is filled out?
- 12.9 How do I create a Flow that is triggered when another Flow is completed?
- 12.10 How do I create a Form from Flow?
- 12.11 How do I open a Form from Flow?
- 12.12 How do I modify a Form from Flow?
- 12.13 How do I add a Auto Import from Flow?
- 12.14 How do I modify an Auto Importer from Flow?
- 12.15 How do I create a Data Process from Flow?
- 12.16 How do I modify a Data Process from Flow?
- 12.17 How do I create a Custom Field from Flow?
- 12.18 How do I modify a Custom Field from Flow?
- 12.19 How do I create or modify a View or Flare from Flow?
- 12.20 How do I create a Export from Flow?
- 12.21 How do I Modify an Export from Flow?
- 12.22 How do I create a Dashboard from Flow?
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13. Using Workspaces
8
- 13.1 How do I create a Workspace?
- 13.2 How do I add a Table to a Workspace?
- 13.3 How do I add a Form to a Workspace?
- 13.4 How do I add a Dashboard to a Workspace?
- 13.5 How do I add a System Tool to a Workspace?
- 13.6 How do I add a Business Proccess to a Workspace?
- 13.7 How do I edit a Workspace?
- 13.8 How do I remove a Workspace?
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14. Using Dashboards
10
- 14.1 What are the Dashboard view Elements?
- 14.2 How do I add a Table View to a Dashboard?
- 14.3 How do I add a Chart to a Dashboard?
- 14.4 How do I add HTML Elements to a Dashboard?
- 14.5 How do I rearrange Elements on a Dashboard?
- 14.6 How do I remove Elements from a Dashboard?
- 14.7 How do I Share a Dashboard to others?
- 14.8 How do I change the Date Range of a Dashboard?
- 14.9 How do I share a Dashboard to other system Users?
- 14.10 How do I save a Dashboard as an Image?
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15. Using Dashboard Elements
7
- 15.1 How do I edit a Dashboard Element?
- 15.2 How do I see my Dashboard Element fullscreen?
- 15.3 How do I go to the associated view/chart of a Dashboard Elelement?
- 15.4 How do I download a view from a Dashboard Element?
- 15.5 How do I resize my Dashboard Elements?
- 15.6 How do I move my Dashboard Elements?
- 15.7 How do I close a Dashboard Element?
- 16. Using Forms 5
- 17. Using the Dashboards System Tool 7
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18. Using the Customers System Tool
9
- 18.1 What are the Customer System Tool Elements?
- 18.2 How do I create a Customer?
- 18.3 How do I edit a Customer?
- 18.4 How do I add a logo to a Customer?
- 18.5 How do I add a website link to a Customer?
- 18.6 How do I change the MySQL password for a Customer?
- 18.7 How do I change the FTP password for a Customer?
- 18.8 Where is the PGP Public Key for a Customer?
- 18.9 How do I remove a Customer?
- 19. Using the User Groups System Tool 3
- 20. Using the Users System Tool 7
- 21. Using the Folders System Tool 4
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22. Using the Table System Tool
22
- 22.1 What are the Table System Tool Elements?
- 22.2 What are the different types of tables available?
- 22.3 What are the different types of fields available?
- 22.4 What are the different options available for Conditional Formatting?
- 22.5 How do I create a Standard table?
- 22.6 How do I create a Table from Import?
- 22.7 How do I create a Horizontal Mashup Table?
- 22.8 How do I create a Vertical Mashup Table?
- 22.9 How do I create a Table using Custom SQL?
- 22.10 How do I convert a Mashup table to Custom SQL table?
- 22.11 How do I create a Table using Drag & Drop?
- 22.12 How do I edit the Table Info?
- 22.13 How do I edit a Field?
- 22.14 How do I remove a Field?
- 22.15 How do I edit a Conditional Format?
- 22.16 How do I copy a Conditional Format?
- 22.17 How do I remove a Conditional Format?
- 22.18 How do I copy the table with only the fields?
- 22.19 How do I copy the table including the data?
- 22.20 How do I remove a Table?
- 22.21 How do I add Values to a drop down?
- 22.22 How do I create Linked Dropdowns?
- 23. Managing Table Level Backups 1
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24. Creating Tables Using Connectors
27
- 24.1 How do I create a table using an Adobe Campaign Classification Connector?
- 24.2 How do I create a table using an Adobe Data Classification Connector?
- 24.3 How do I create a table using an Adobe Data Warehouse Extract Connector?
- 24.4 How do I create a table using a Facebook Connector?
- 24.5 How do I create a table using a Google Analytics Connector?
- 24.6 How do I create a table using a Gigya Connector?
- 24.7 How do I create a table using a Google BigQuery Connector?
- 24.8 How do I create a table using a Google Streak Connector?
- 24.9 How do I create a table using a PostgresSQL Connector?
- 24.10 How do I create a table using a Redshift Connector?
- 24.11 How do I create a table using a Google Webmaster Connector?
- 24.12 How do I create a table using a Twitter Connector?
- 24.13 How do I create a table using a Youtube Analytics Connector?
- 24.14 How do I create a table using a Mongo Database Connector?
- 24.15 How do I create a table using a MsSQL Database Connector?
- 24.16 How do I create a table using a MySQL Database Connector?
- 24.17 How do I create a table using a Dropbox Connector?
- 24.18 How do I create a table using an Oracle Connector?
- 24.19 How do I create a table using an Email Connector?
- 24.20 How do I create a table using an FTP Import Connector?
- 24.21 How do I create a table using a Google Drive Connector?
- 24.22 How do I create a table using a SFTP Import Connector?
- 24.23 How do I create a Table using a Google AdWords Connector.
- 24.24 How do I create a table using an Adobe Data Warehouse 1.4 Extract Connector?
- 24.25 How do I create a table using the Bitly connector?
- 24.26 How do I create a table using a MailChimp Connector?
- 24.27 How Do I Create a New Table Using a Snowflake Connector?
- 25. Creating Table Mashup Fields 4
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26. Using the Forms System Tool
11
- 26.1 What are the Form System Tool Elements?
- 26.2 What are the different types of Forms available?
- 26.3 How do I create a Form?
- 26.4 How do I add an Export API to a Form?
- 26.5 How do I remove an Export API?
- 26.6 How do I add Form Elements?
- 26.7 How do I edit Form Elements?
- 26.8 How do I remove a Form Element?
- 26.9 How do I copy a Form?
- 26.10 How do I remove a Form?
- 26.11 How to change the form so the submitter is user specific.
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27. Using the Connections System Tool
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- 27.1 What are the Wizards System Tool Elements?
- 27.2 How do I create an Adobe Campaign Classification Connector?
- 27.3 How do I create an Adobe Data Classification Connector?
- 27.4 How do I create an Adobe Data Warehouse Extract Connector?
- 27.5 How do I create a Facebook Connector?
- 27.6 How do I create a Gigya Connector?
- 27.7 How do I create a Google Analytics Connector?
- 27.8 How do I create a PostgresSQL Connector?
- 27.9 How do I create a Redshift Connector?
- 27.10 How do I create a Google Streak Connector?
- 27.11 How do I create a Google BigQuery Connector?
- 27.12 How do I create a Google Webmaster Connector?
- 27.13 How do I create a Twitter Connector?
- 27.14 How do I create a Youtube Analytics Connector?
- 27.15 How do I create a Mongo Database Connector?
- 27.16 How do I create a MsSQL Database Connector?
- 27.17 How do I create a MySQL Database Connector?
- 27.18 How do I create a Dropbox Connector?
- 27.19 How do I create an Email Connector?
- 27.20 How do I create an FTP Export Connector?
- 27.21 How do I create an FTP Import Connector?
- 27.22 How do I create a Google Drive Connector?
- 27.23 How do I create an Oracle Connector?
- 27.24 How do I create an SFTP Export Connector?
- 27.25 How do I create an SFTP Import Connector?
- 27.26 How do I edit a Connector?
- 27.27 How do I remove a Connector?
- 27.28 How to Setup a Google AdWords Connector
- 27.29 How Do I Create a Bitly Connector?
- 27.30 How do I create a MailChimp Connector?
- 27.31 How do I create a Snowflake Connection?
- 27.32 How do I create a Gmail Connector?
- 28. Using the Plugin System Tool 4
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29. Using the Business Process System Tool
12
- 29.1 What are the Business Process System Tool Elements?
- 29.2 What are the Business Process System Tool Action Types?
- 29.3 How do I create a Business Process?
- 29.4 How do I create a Business Rule?
- 29.5 How do I edit a Business Process Info?
- 29.6 How do I edit a Business Rule?
- 29.7 How do I rearrange the Rules in my Process?
- 29.8 How do I copy a Business Process?
- 29.9 How do I run a Business Process?
- 29.10 How do I run a Business Process via URL?
- 29.11 How do I remove a Business Rule?
- 29.12 How do I remove a Business Process?
- 30. Field Types System Tool 3
- 31. Scheduled Jobs System Tool 5
- 32. Themes System Tool 6
- 33. Auto Import Wizard 2
- 34. System Notifications 1
- 35. Platform Terminology and Glossary 5
Last Updated
Nov 08, 2014