Data Applications → Data Wizard

Use the interactive data application Data Wizard to install a data application, connect to data, review the data application components, and load data with easy, sequential steps.

Open the Data Application Data Wizard

To open the data application Data Wizard, follow these steps:

• In the Navigation bar, select the Home tab.
• In Home, select Connect to Data.
• In the Data Wizard, select one of the main data application cards or select the Incorta data applications card.

Install the Data Application

The available data applications will appear on the Choose data application page. If you select a specific data application card on the Data Wizard, the list will be automatically filtered to show only related data applications.

Select a given data application card to display some details regarding the data application, such as a description, owner, the data source, and the last update date.

There are two types of data applications available:

• Quickstart: These mini data applications will allow you to experience the data applications in action and the value they provide. These data applications are included with the Incorta free trial. Installing one of the mini data applications may take up to 30 seconds.
• Enterprise: The full suite of Incorta Cloud data applications, including NetSuite, Oracle EBS, and Salesforce. These data applications are available to Incorta Cloud customers.

You can use the Filter panel or the Search bar to display only the relevant data applications. Select Install for the data application you would like to install. Once installation is complete, the button text will change to Installed with a green checkmark.

Step 1: Connect data

This step allows you to connect to your own data or use sample data. The data application may use multiple data sources. You can edit each data source to connect to your data, or use sample data for all the data sources.

Connect to your data

• Make sure that the Use Sample Data toggle is disabled.
• Enter the data source properties
• Select Test Connection to validate the information entered
• Select Next: data application Overview

Use Sample Data

• Select try using sample data in the Your data or ours! message box, or enable the Use Sample Data toggle above the data source properties.
• Select Next: data application Overview.

Step 2: Data Application Overview

On the data application Overview page, you can review a summary of the following data application components:

• Schema(s)
• Dashboard(s)
• Business Schema(s)

The list of components and items are sorted in alphabetical order.

For each data application component, you can see the total number of items and the number of items with warnings or errors, if any.

• Select See Details to see a list of items with warnings and errors. The available items are preceded by a checkmark circled in green, the items with warnings are preceded by a question mark circled in orange, and the items with errors are preceded by an X circled in red. You can select Hide Details to collapse the list.
• Select Next: Load data.

In addition to the data application components, you can also review the data application data model and join relationships. In Quickstart data applications, the join relationships are right below the data application components. For Enterprise data applications, you can review the data model and the details of each join relationship in the Schema Diagram Viewer.

Step 3: Load Data

On the Load Progress page, you can see the load stage for each physical schema (the load job per schema) if the data application contains multiple physical schemas. However, if the data application contains only one physical schema, you can see the load stage per object in the physical schema, whether this object is a physical schema table, materialized view, Incorta SQL Table, or Incorta Analyzer Table.

The load stages include:

• Extraction: Extract and load raw data into the staging area (Parquet files)
• Enrichment: Apply machine learning and other advanced transformations to the data
• Load: Load data into memory
• Post-load: Build Direct Data Mapping and calculate formulas in memory

For each physical schema or object, when a load stage is complete, a checkmark circled in green will appear, along with the number of rows processed and the processing time. When all load stages are complete for each physical schema or object, the Explore Data button will become enabled, and you can select it to move on to the final step.

Step 4: Explore Data

In the data application Data Wizard final step, you can select a sample data application dashboard to explore the data. You can use the Content Manager to check all the data application dashboards.