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  2. Power User :: Setup your own Application

Power User :: Setup your own Application

Learn how to create your own application for spreadsheet-based data collection with Excel in a new way.

Create your own application

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

Technical Information

  • Technical requirements for XLSX upload files
  • Data types in data1.io

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

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
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