General workflow
This is the general workflow for using Information Designer.
1. Set up the data sources
Enter the information required to connect to the databases which will
be accessed through Information Designer.
2. Create folders for storing elements and set permissions
The library is a hierarchical structure where data sources, elements,
and information links can be organized into folders. Given that the library is
also used for storing analysis files, it could be worthwhile to spend some time
thinking over a suitable structure.
Different groups of users are given different levels of access to
data.
3. Combine tables by creating joins
If you want to work with data from different tables, you first need
to create joins.
4. Define column elements from available data sources
Define the column elements to be shown when creating information
links. These columns can be taken directly from tables in one or more
databases. They can also be calculated, filtered or otherwise modified.
5. Create filter elements to limit the data retrieved
Create filter elements with descriptive names to be applied when
creating information links.
6. Create information links
Create information links that retrieve data from one or more
databases and share them with your colleagues.