A warehouse is connected and its numbers sit beside ERP data
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Switches external sources on. |
| Insights administrator | Connects and tests the database. |
| Insights analyst | Builds a chart on the connected tables. |
Step by step
- Tenant admin
Switches external data sources on in the workspace settings; they are off by default.
What they see:The Connect a database door becomes available.
- Insights administrator
Opens Connected data and runs the five-step connect, testing before saving.
What they see:A verdict says the connection works and whether the login can write.
- Insights administrator
Presses Read tables.
What they see:Its tables appear as kinds of record, each marked not yet checked.
- Insights analyst
Builds a chart from the warehouse records and pins it to a report beside an HR chart.
What they see:Both tiles draw under the same rules.
Who is told what
Nothing is sent. Connecting or changing a source is written to the audit record.
Related
- Insights — Business Intelligence & Apps
- A weekly report goes out to people who may see different things
- A number crosses a line and the right person is told
- A person presses a button in an app and a manager approves in HR
- Customers and suppliers join the Customer 360 page
- Document workspaces feed the vault report
- Team workflows