Manage data views
Once you have created or edited one or more data views, you can manage them in Data views.
Select Data Management > Data views from the main menubar in Customer Journey Analytics.
The Data views interface shows a table of all data views available.
The following columns and icons are available in the table:
A pop-up window displays details about the data view.
Select
To configure which columns to display in the table, select
Search data views
You can quickly search for a data view using the Search
Filter data views
To apply a filter to the list of data views, select the
Create a data view
To create a new data view, select Create new data view.
Edit data views
If you want to edit a data view:
- Select
next to the data view name. - Select
Edit from the context menu.
Alternatively, you can:
- Select the data view row.
- Select
Edit from the blue action bar.
Copy data views
If you want to copy a data view:
- Select
next to the data view name. - Select
Copy from the context menu.
Alternatively, you can:
- Select one or more data view rows.
- Select
Copy from the blue action bar.
The data view is copied and added to the list with (Copy) appended to the name.
Delete data views
If you want to delete a data view:
- Select
next to the data view name. - Select
Delete from the context menu.
Alternatively, you can:
- Select one or more data view rows.
- Select
Delete from the blue action bar.
When you delete one or more data views, a Delete data view panel indicates which projects are affected.
- In ➊ Confirmation, the implications of the deletion of the data views are shown.
- Select Delete to delete the data views permanently. Select Cancel to cancel.
Export data views to CSV
You can export a data view to a CSV file.
- Select
next to the data view name. - Select
Export to CSV from the context menu.
Alternatively, you can:
- Select one or more data view rows.
- Select
Export to CSV from the blue action bar.
Details of the selected data views are exported to a CSV file named Data views List (x).csv in the Downloads folder of your browser.
Create project from data views
You can create a Workspace project directly from the Data views interface.
- Select
next to the data view name. - Select
Create project from the context menu.
Alternatively, you can:
- Select a data view row.
- Select
Create project from the blue action bar.
Enable or disable data views for Data Insights Agent
You can enable or disable a data view for the Data Insights Agent.
- Select
next to the data view name. - Select
Enable for Data Insights Agent or Disable for Data Insights Agent from the context menu.
Alternatively, you can:
- Select one or more data view rows that are either disabled or enabled for the Data Insights Agent.
- Select
Enable for Data Insights Agent or Disable for Data Insights Agent from the blue action bar.