创建和管理解释

您的集合中的每个表都以默认解释开头。默认解释是为修复和处理记录而提供的视图。已保存的任何更改都提供了一个可供其他用户在处理记录时访问的预配置视图。您还可以创建新解释。每个解释都提供了基础源表中数据的唯一视图。此结构可让您根据维度（例如区域、季度或用于组织和隔离数据的任何其他类别）创建数据的多个视图。

您可以使用解释在 Storyboard 应用程序中创建 Storyboard 。您必须保存解释（甚至是默认解释）才能在 Storyboard 应用程序中使用它。

说明

创建和保存解释的能力取决于您被分配的角色。只有专业经理可以自定义和保存默认解释。专业经理和专业用户都可以创建新解释。

打开解释

  1. From the Platform home page (www.diligentoneplatform.com), select the Results app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Results app.

  2. Open the collection that contains the table you want to work with.
  3. For the table you want to open:
    1. To open the default interpretation, click the table you want to open.
    2. If that table has other interpretations, click the number in theInterpretationscolumn, then click the interpretation you want to open.

    结果The interpretation opens.

创建或保存解释

Note

Only Professional Managers can save the default interpretation. Any saved changes to the default view show for other users.

  1. Open an interpretation.
  2. Make any changes required, and in the upper-right corner, clickSaveand thenSave.
  3. To create a new interpretation:
    1. In the upper-right corner, click Save and thenSave As.
    2. Enter the following:
      • 标题Enter a meaningful name for the interpretation. The title can be a maximum of 80 characters.
      • 摘要Optional. Enter a description for the interpretation.
    3. Click Save.

Rename an interpretation

Note

Only Professional Managers and Professional Users can rename an interpretation.

  1. Open an interpretation.
  2. In the upper-right corner, click More Actions > Rename interpretation.

    Rename interpretation dialog box appears.

  3. Enter a new title and summary, and click Save.

    The interpretation is renamed successfully.

Copy an interpretation

You can copy an interpretation with all its visualizations to another table. Note that you copy only the configuration of the interpretation and not its data.

For example, the interpretation you want to copy may contain a table with a few visualizations. You can copy the configuration applied to both the table and the visualizations, such as table filters, table sorting, field formatting, visualization types, and visualization fields.

You can copy the interpretation either to a table within the same collection or a different collection, as long as the name and data type of the fields in the source table matches with the destination table. Note that only those fields that are used in the table or the chart of the source interpretation must match with the fields in the destination table.

With regard to the table types, you can copy an interpretation:

  • From a Data Analytic table to a Data Analytic table only.
  • From a Survey table to a Survey or an Event Report table only.
  • From an Event Report table to a Survey or an Event Report table only.

Important

You cannot copy an interpretation to a different collection, if the source and the destination tables are linked to the same questionnaire and the questionnaire fields are being used in the table or visualization configuration.

Note

Only Professional Managers and Professional Users can copy an interpretation.

  1. Open an interpretation.
  2. Click More Actions > Copy interpretation to.

    The Copy interpretation to panel opens.

  3. Select the tables where you want to copy the interpretation.
  4. Click Copy.

    结果The interpretation is copied to the selected tables.

Important

Avoid using duplicate names when copying an interpretation.

When you copy an interpretation, if the destination table has an interpretation with the same name, then the copied interpretation is appended with a counter: (1), (2), etc. This may increase the length of the title above 80 characters, which in turn can lead to an error. To resolve this error, you must rename the interpretation either in the source or the destination.

Describe or summarize an interpretation

When you create an interpretation, you can provide a summary that describes the interpretation. That information is then available to anyone who views the interpretation. If the person who created an interpretation did not add a summary, or you want to change it, you can change the summary from the interpretation itself.

Note

Only Professional Managers and Professional Users can change an interpretation's summary.

  1. Open an interpretation.
  2. Click the icon beside the breadcrumb trail.
  3. In the popup, click the summary or placeholder text that already exists.
  4. Type a summary.
  5. Click Save. The new summary is saved.

删除解释

如果您不再需要某个解释，则可以删除。删除解释时还会删除从该解释创建的任何可视化效果，并且从 Storyboard 中移除那些可视化效果。它不会删除此解释所在的表。

  1. From the Platform home page (www.diligentoneplatform.com), select the Results app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Results app.

  2. Open the collection that contains the table with an interpretation you want to delete.
  3. For the table with the interpretation you want to delete, click the number in the Interpretations column.
  4. Click the icon next to the interpretation you want to delete.
  5. Click OK.

结果解释被删除。