Add datasets from Data Studio to Explore

After publishing a dataset from Data Studio to Explore, a user with special privileges must set it up in Explore so that other people can start searching and visualizing the data.
Note: If you're working with Guidewire-created models, see Tutorial: Extend an Explore model with custom columns instead.
After reading this topic, you'll be able to:
  • Give users permission to manage connections, tables, and models
  • Add a dataset to the Explore connection
  • Join and edit tables (raw data sources)
  • Create a model (a user-friendly data source) from tables
  • Share the model so that Explore users can search and visualize data

Before you begin

These are the basic steps for getting any dataset into Explore and turning it into a useable data source. Read Get started with data sources to understand the context and best practices for structuring the tables and models that you'll create in these steps.

In Data Studio, publish a dataset to Explore, if you haven't already. See the Data Studio Guide.

Instructions

Step 1: Assign data managers

Note: You must have the Group Administration role.
To allow a user to complete this entire task, make sure they belong to one or more groups that have these roles:
  • Connection Management
  • Data Model Management
  • Share With All
See Create and edit groups.

Step 2: Edit the connection to add the dataset

Note: You must have the Connection Management role.
  1. In Explore's top navigation bar, use the workspace selector application switcher button to go to the Data workspace, then select Connections.
  2. Select the connection name to open it, then select Edit connection.
  3. Under Select tables, select your newly published dataset. It’s usually listed under Public.
  4. Select all of the columns to add the entire dataset to the Explore connection. If you don’t select some columns, they will stay in the integration datastore, but they won’t become available in Explore.
  5. Select Update.

Now the dataset is a table in Explore. Find it in the Data workspace under Data objects > Tables.

Step 3: Edit the table

Note: You must have the Data Model Management role.
If you have multiple tables that are related, join them so that Explore understands their relationships. By creating joins on the table level, you only have to create them once; Any Explore models that you or others create will inherit those joins, so they're always accurate. You can also check the column properties in the table and adjust if needed. Again, any models created from the table will inherit the column properties.Usually, it's best to check if the Column type and Aggregation are accurate. Other column properties are best edited later at the model level.
  1. In the top navigation bar, use the workspace selector application switcher button to go to the Data workspace, then select Data objects > Tables.
  2. Select the name of a table.
  3. To create a join, select Joins > Add join.
    1. Select a Table 2 to join to and Columns to join on.
    2. Select the Join type and Cardinality.
    3. Select Save.
  4. Under Columns, edit the Column type and Aggregation properties if needed. For details, see Column properties.
  5. Select Save changes.

Step 4: Create a model from one or more tables

Note: You must have the Data Model Management role.

A model turns raw tables into a business-friendly data source for Explore users. You choose which columns to included in the model, and then only those columns are available for search or visualization. The simplest way to create a model is described in the steps below. But there are other ways to enhance your models: See Edit models.

  1. In the top navigation bar, use the workspace selector application switcher button to go to the Data workspace. Select Create new > Model.
  2. Select Build your own with cloud data > Next, then select your connection and select Next.
  3. Add tables to the model. You only need to add tables that contain columns you might want to include in the model:
    1. Drag and drop one or more tables. To find a specific table, use the search bar, filter by tag, or sort the list.
    2. If tables were already joined at the table level, those joins appear as recommendations in the model diagram. Select the join icon , then select Accept recommended join.
    3. If a table doesn't have a recommended join, that means it wasn't already joined at the table level. Edit the original table in Explore to create the join. Then add the table and its recommended join to the model.
      Important: If you join in the model but not in the table, it creates a chasm trap. Chasm traps prevent you from viewing underlying data in an Answer.
  4. Add columns to the model:
    1. Select Columns, then in the sidebar, expand a table name to see all of its columns.
    2. To add all of the columns from a table, click and drag the table name into the center of the screen. Or click and drag individual columns.
    3. After adding columns, check for any that are highlighted in red, which means there's a duplicate column name. Remove duplicate columns or give them unique names.
    4. If needed, rename columns to make them business-friendly. Explore automatically capitalizes column names and replaces underscores with spaces.
    5. Select Save changes, then give the model a business-friendly name and description.

Step 5: Share the model

Note: You must have the Data Model Management and Share With All roles.
  1. In the top navigation bar, use the workspace selector application switcher button to go to the Data workspace, then select Data objects.
  2. Next to the model that you just created, select the check box.
  3. Select Share.
  4. Add users or groups and specify their permissions. Choose from:
    Can View Can view the model’s data.
    Can Edit Can rename, modify, or delete the model. Can add or remove columns.

Next steps

Anyone you shared the model with can now use Explore to discover the dataset you published from Data Studio and use it to visualize data.