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. More

Different groups of users are given different levels of access to data. More

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.