New Derived View Publishing And Editing Workflow

What's New

We are excited to announce an update to the way derived views are published and edited on the Data & Insights platforms. When creating and editing derived views, publishers will now experience a workflow that is consistent with the workflow for creating and editing a dataset. In addition to providing consistency in publishing across different assets, this new workflow will provide publishers with a way to create and edit metadata for a derived view without leaving the publication or editing process. These workflow updates are currently only applicable to new derived views being created through the Exploration Canvas, or derived views that have already been created through the Exploration Canvas.

 

Publishing A Derived View

When publishing a derived view, there are now multiple ways to edit the metadata of the derived view without leaving the publishing workflow. The first option is to click the update metadata link in the fly-out of the “Publish dataset” button. The second option is to select “Go to View Manager” on the left side of the screen above the table.

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Selecting either one of these options will take publishers to the Draft Page shown below. This Draft Page is similar to the Draft Page publishers come across when publishing a new dataset, however the options are slightly different. When publishing a derived view, we see that publishers have the option to either edit dataset metadata or edit column metadata.

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Editing An Existing Derived View

To edit an existing derived view, the process starts off by selecting “Edit” on the primer page of that derived view. Clicking “Edit” will now take publishers to the Draft Page seen below.

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When accessing the Draft Page in edit mode, publishers have the options to edit the query that the derived view is based on, edit dataset metadata, or edit column metadata.

 

Wrap Up

This new workflow for publishing and editing derived views will positively impact publishers in a number of ways. By making the workflow consistent with the workflow for datasets, publishers will have a more predictable and enjoyable experience on the platform. Additionally, by making the creation and editing of metadata a part of the publishing workflow, assets will be more discoverable in the data catalog and more compliant with any required metadata standards.

If you have any questions about the content of this article, please reach out to our Support Team at socrata-support@tylertech.com.

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