Data ManagementFinance Data Service

Finance Data Services Screen

Browse and manage your Entities.

Overview

The Finance Data Service screen allows you to browse through the list of Entities you created.

The screen comprises of a grid, which contains:

  • Entity name - a name of the Entity
  • Description - a description of the Entity
  • Last updated on - the timestamp when was the last time new data was uploaded to the Entity
  • Details - this column contains a chevron which will redirect you to another grid, where you can browse the data uploaded to the Entity. The Details screen contains the below buttons:
    • Export results as CSV - click it to export query results to a CSV file
    • Refresh - click it to update data on the screen
    • Related - click it to see more options:
      • Uploads - click it to go to the Uploads screen where you can view data files uploaded to Fynapse using this screen

To exit the Details grid, click the Financial Data Service link at the top of the screen.

Tutorials

  1. Go to Finance Data Service.
  2. Select an Entity and open the Details section by clicking the chevron in the Details column.
  3. In the Snapshot section select whether you want to browse:
    1. Current - the current version of the data in the Entity; this attribute is based off of the Business Date or Business Date Override
    2. Date - the version of data for a given date you indicate with the calendar
    3. Date range - all the versions of data for the selected date range, this allows you to see how a data set changed in the selected period of time
  4. (Optional) Choose the attributes that will be used to search the data in the Entity:

    You do not have to define any search attributes in the Criteria section to run a query. You can use them to limit the query results.

    1. In the Criteria section, click the Attributes field. A list with the available attributes will appear. Scroll down the list to find the desired attribute.
    2. Click the attribute to select it. A tag for this attribute will appear in the text field. The attribute will appear below the Attributes field with a selection of filtering criteria and the Delete icon. If you click the x on the attribute tag it will be deleted. 
    3. Select a filtering criterion for the selected attribute from the list. The available criteria types and the Attribute data types are listed in the table below in the Query Criteria and Criteria Types section. 

      You have to select at least one criterion and provide a value. If you leave the value field of a criterion blank, the system will throw an Incorrect value error.

    4. Additionally, you can combine multiple criteria for one attribute. Select another criterion by clicking the Add row button. Another list will appear. Choose either AND or OR operators to combine or not combine multiple criteria by selecting either Match All (for AND) or Match Any (for OR) from the list next to the attribute name. Only one of the operators can be used for the given attribute.

      You have to choose a value for each of the selected criteria. If you leave a value field blank, the system will throw an Incorrect value error.

      The more attributes you select, the more granular the search results.

  5. Once you have defined all the required attributes you can run it by clicking the Search button. The query will send a request to the database and return all data matching the specified attributes.
  6. If you want to clear the query criteria and create a new one, click the Clear button.

Criterion Type:Value
Is equal tointeger, text, decimal, date
Is not Equal tointeger, text, decimal, date
Containstext
Does not containtext
Starts withtext
Ends withtext
Is nullN/A
Is not nullN/A
Is emptyN/A
Is not emptyN/A

  1. Go to Finance Data Service.
  2. Select an Entity and open the Details section by clicking the chevron in the Details column.
  3. Define the query criteria, you can refer to How to Run a Query on Data in an Entity? tutorial above.
  4. Run the query by clicking the Search button.
  5. Once the query has returned the results, click the Export results as CSV button. The file will be downloaded to the download folder you configured in your browser.
  1. Go to Finance Data Service.
  2. Select an Entity and open the Details section by clicking the chevron in the Details column.
  3. Click the Related button and click Uploads. You will be directed to the Uploads screen where you can find all files uploaded to Fynapse.

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