Lists

Using Infoveave you can create List Views that are replicas of live data. Apply select dimension filters while creating list that can help in your analysis. You can download lists for further analysis. It allows you to quickly find and preview the desired list and then download it in formats like CSV or Excel.

Creating Lists

Infoveave Lists allows you to create and manage a list of selected columns generated through SQL Queries on any Datasource within Infoveave.

• To create List in Infoveave over any existing Datasources, click on Studio Lists.

• All Lists, created by you or shared with you will be displayed under the tabs My Lists and Shared Lists respectively.

Accessing Lists

To formulate a fresh formula, click on New List.

1. Select the related SQL query from the Data Report drop-down.
2. Click Continue.
3. Assign a name to the new List.
4. Give the List a description (if necessary).
5. Select the Key Column for the List.
6. Select the data ingestion type by the checking proper the radio buttons.
   • Reload Allows a parent query to reload, which truncates and reloads the existing column data in the List.
   • Insert The option allows to select and insert sub-query for a parent Query through the Select Insert Query field. This allows inserting new columns to the List without the need to altering the parent query.
   • Upsert The option allows to select and add sub-query for a parent Query through the Select Upsert Query field. It also allows for the selection of a key column for the insertion and updating of the List without the need to change the parent query through the filed Select Key Column.
7. To save the List created, click Save.
8. The newly created List is now visible under Studio Lists.

Note

• The Key Column for List must be present in the selected query for the successful data synchronization.
• You cannot create a List in Infoveave, if the selected query contains space in the column names.

Note

The options “Select Upsert Query” and “Select Key Columns” are applicable exclusively to the “Upsert” action. The “Insert” action features the “Select Insert Query” option, tailored for your insertion needs. Additionally, the “Reload” action does not require an additional query.

Example

Scenario You are managing a dataset that stores customer information and purchase records for an e-commerce platform. This dataset contains data on customers, their orders, and their purchase history. You need to create a list to analyze this data more effectively, and you have the following options for data ingestion

• Reload

  Imagine you have a parent query that retrieves customer data, including their contact information and order history. You want to keep this list up-to-date as new orders and customer information are added. By selecting the “Reload” option, you can effectively refresh the list.

  When you choose to reload, Infoveave will truncate the existing data in your list and replace it with the most recent data from the parent query. This ensures that your list always reflects the latest customer details and order information. This option is particularly useful when your source data is frequently updated, and you want to maintain a real-time or near-real-time view of your customers and their orders.

• Insert

  Suppose you want to enhance your list by adding new columns, such as a “Total Purchase Amount” column, which calculates the sum of purchases for each customer. By selecting the “Insert” option, you can accomplish this without altering the original parent query.

  With the “Insert” option, you create a sub-query that calculates the “Total Purchase Amount” and inserts it into the list as a new column. This sub-query acts independently, allowing you to enrich your list with additional data without modifying the way your core customer data is retrieved. It provides the flexibility to customize your list with calculated fields or data from related sources while keeping your parent query structure intact.

• Upsert

  Now, consider a situation where you need to update specific information within your list. For instance, some customers have changed their addresses, and you want to ensure your list reflects these corrections without re-fetching all the customer data. With the “Upsert” option, you can achieve this.

  By selecting “Upsert,” you can define a sub-query that contains the corrected customer addresses. Additionally, you specify a key column to identify which customer records need updating. Infoveave will then manage the insertion and updating of data in your list, ensuring that the customer records with modified addresses are updated while preserving the rest of the data. This approach streamlines the process of keeping your list accurate without altering the structure of your parent query.

In summary, these data ingestion options in Infoveave’s lists feature offer you precise control over how you manage and maintain your datasets. Whether it’s keeping your data current with a full reload, enhancing your list with new calculated columns, or selectively updating records with an upsert, you can choose the method that best aligns with your specific data needs, all while preserving the integrity of your parent query.

Managing Lists

To learn about managing lists, visit Manage Lists.

Downloading Lists from Insights

Insights Lists in Infoveave provides easy access to downloadable lists of data. It allows you to quickly find and preview the desired List, and then download it in formats like CSV or Excel. Simplify data retrieval and utilize the downloaded lists for analysis or sharing.

To access and download Lists in Infoveave Insights, follow these steps

1. Click on the Insights section in the Infoveave menu.
2. In the Insights layout, locate the Lists option.
3. Browse through the lists to find the one you want or alternatively use the search bar for quick access.
4. Once you have located the desired list, click on it to open the list details. You will be redirected to the List View.
5. In the list view, you can preview the Lists contents, including the data and columns.
6. To download the list, click on the Download button.

Note

• The Lists option becomes visible and accessible only when you have properly configured a list within the Studio Lists section.
• To learn how to create a List View and List in Infoveave, go to List Views and Lists respectively.
• The List will be downloaded to your device in a compatible file format (such as CSV or Excel).