Power User :: Setup your own Application

Create your own application

• Create your own application
• Upgrade your FREE application to an ENTERPRISE plan

Step 1: Create your Dimension(s)

• Upload your dimension table
• The use of element types
• Hierarchy level settings

Step 2: Define your Users

• Define your collector users
• Define row-level-security (RLS)

Step 3: Setup your Workbook(s)

• Create your first Workbook with the Workbook Wizard
• Add new fields, rows and columns and understand dimension and measure mapping

Step 4: Setup your Workflow(s)

• Define your Workflow(s)
• Allocate the collector users to your workflow(s)
• Allocate the workbook(s) to your workflow(s)
• Understand the widget(s) for collector users
• Define your workflow e-mails (merge fields)
• E-Mail Sender Settings

Step 5: Invite your Users

• Send the INVITATION e-mails
• Send the REMINDER and (NOT) COMPLETED e-mails
• Workflow e-mail journal

Step 6: Use your collected data

• Upload ACTUALS into your Fact Table
• Test the public ODATA feed of the data1.io Cloud Service

Technical Information

• Data types in data1.io
• Technical requirements for XLSX upload files
• Setup your own SendGrid Account