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Adaptive Insights
Knowledge and Support - Adaptive Insights

Understanding the Basic Workflow

To use Adaptive Integration, an IT user must first set up a data source, then specify the information to import (including any calculations or column joins), map the staging columns, then create tasks that the data analysts use to import the data.

The general process for importing data with Adaptive Integration is as follows:

  1. The IT user sets up a data source that extracts information from a spreadsheet or database. The extracted information is held in Adaptive Integration’s staging area.

  2. The IT user previews the information in the staging area, doing such things as changing data types and specifying columns or tables to use or ignore. If the data source is a database, the IT user must also set up a data agent, which handles secure communication between the database and Adaptive Integration.

  3. The IT user sets up a loader that does any additional calculations or SQL operations, as well as specifies metrics and dimensions and timestamps information, after which, the loader imports the data into the Adaptive Suite.

  4. The IT user creates tasks that combine data sources and loaders to import data that has been filtered and scrubbed appropriately.

  5. The IT user optionally grants edit and launch permissions to data analysts and other users and roles for data sources, loaders, and tasks.

  6. The data analyst can run tasks manually on demand or use the scheduler to runs tasks automatically.

 

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