Tools → Data Studio Manager
About the Data Studio Manager
The Data Studio Manager is an Incorta Premium Feature that allows users to easily create Materialized Views (MVs) for their data using a simple drag-and-drop interface.
With Data Studio, users can perform various transformations on their data without complex coding, by connecting a series of analytical steps called Recipes. Starting with the base table loaded into Incorta, the data undergoes a series of transformations in which each step applies specific recipes to refine, shape, and analyze the data. This streamlined progression ensures that data seamlessly transitions from its initial state to a refined, actionable form within Data Studio.
Data Studio Manager Access Permissions
Only an admin can enable Data Studio within the Cluster Management Console (CMC). For more information, refer to Enabling the Data Studio.
Starting 2024.7.2, the Incorta Premium offering must first be enabled before enabling Data Studio.
→ To access the Data Studio Manager, in the Navigation bar, select Data Studio. This opens the landing page where users manage multiple data flows.
Data Studio Manager Anatomy
The Data Studio Manager consists of the following:
Action bar
Select + New in the Action bar to open the Add New menu. The available options are:
- Create Data Flow
- Import Data Flow
Search bar
The Search bar contains a search text box for finding existing data flows by name. The results include data flows you own or have view, share, or edit access to. You can scroll through the list to find your desired data flow.
List view
Each data flow appears as a row in the list view. The following table shows the available properties:
| Property | Description |
|---|---|
| Name | The name of the data flow |
| Owner | The display name of the user creator |
| Status | The connection state: Connected or Disconnected |
| Description | A brief explanation of the data flow |
| Created | The date and time the data flow was created |
| Last Modified | The date and time the data flow was last modified |
| Vertical Ellipsis (⋮) | The More Options (⋮) menu allows you to perform the following: ● View Details — View information about the data flow, such as ID, Name, Sample, Size, Owner’s Name, etc. ● Edit — Modify the name and description of the data flow ● Share — Share the data flow with View, Edit, or Share access levels ● Export — Download the data flow in .zip format ● Delete — Remove the data flow (confirmation required) ● Disconnect — Shown only when the instance is connected |
The default sort in the list view is ascending by Name.
To change the sort for data flows, select the Name, Owner, Created, or Last Modified column heading, and change the arrow to point down to sort descending, and up to sort ascending.
Data Studio Manager Actions
Using the Data Studio Manager, you can perform the following actions:
- Create data flows
- Import data flows
- Edit data flows
- Share data flows
- Connect or disconnect data flows
- Export data flows
- Delete data flows
Create data flows
- In the Navigation bar, select Data Studio.
- In the Action bar, select + New → Create Data Flow.
- In the Create Data Flow dialog:
- In the Name field, enter a unique name of the data flow (note: names are case-sensitive).
- In the Description field, optionally provide a brief description.
- Select Create.
- The Data Flow Editor opens, allowing you to begin building your flow.
Import data flows
- In the Navigation bar, select Data Studio.
- In the Action bar, select + New → Import Data Flow.
- Under Import Options, check the Overwrite existing dataflows box if you want to replace an existing data flow with the same name.
- In the Import Data Flow dialog, perform one of the following:
- Drag <dataflow_name>.zip to the Import Data Flow dialog, or
- Click inside the Click or drag a file here to upload area, then browse to the location of the <dataflow_name>.zip, and select Open.
- Wait for the upload to complete.
- In the Import Results dialog, review the operation status.
- Select Import.
A confirmation message appears: Dataflow(s) imported successfully!
Edit data flows
- Select More Options (⋮) → Edit for the desired data flow.
- In the Edit Dataflow dialog, modify the Name and Description fields.
- Select Edit.
A confirmation message appears: Dataflow(s) edited successfully!
Share data flows
You can share data flows with users or groups who have any of the following roles: Schema Manager, Advanced Analyzer User, or SuperRole.
The option to share a data flow is available starting 2026.3.0.
For a specific data flow, select More options (⋮).
Select Share.
In the Share dialog, type the name of the user in the With: field.
Select the eye icon to set the access level:
Can View
- Allows users to open and review the data flow, preview cached data, and view recipe nodes, code, and information.
- Users with View access cannot edit, revalidate, delete, disconnect, or share the flow.
Can Share
- Includes all view permissions and also allows users to share the data flow with others, granting either view or share access.
Can Edit
- Allows users to modify the data flow, including adding or editing recipes, validating data, deleting or disconnecting flows, and managing configurations.
- To edit a data flow, the user must also have access to the associated schema(s).
Select Share.
A confirmation message appears, indicating that access has been shared.
Connect or disconnect data flows
- To connect a data flow: Select the desired data flow to initiate and connect it.
- To disconnect a data flow: Select More Options (⋮) → Disconnect for the desired data flow.
Export data flows
Export multiple data flows
- Select the checkboxes next to the desired data flows.
- In the Action Bar, select More Options (⋮) → Export to download them as a .zip file.
Export a single data flow
For a specific data flow, select More Options (⋮) → Export to download it as a .zip file.
Delete data flows
Delete multiple data flows
- Select the checkboxes next to the desired data flows.
- In the Action Bar, select More Options (⋮) → Delete.
- A confirmation prompt appears. Select Yes to permanently delete the data flows.
Delete a single data flow
- For a specific flow, select More Options (⋮) → Delete.
- A confirmation prompt appears. Select Yes to permanently delete the data flow.