Several ways are available to add new datapoints to Sentieo Connect
Add a datapoint from Sentieo Connect Portal
From the Overview page, look for the field you want to create data for and click on it. This will take you to the Single Field View. There, you can find data that has already been created.
To create new datapoints, simply click on “+ Add Datapoint”.
Add a datapoint from Price Monitor
Any User field displayed on Price Monitor can be edited directly from that section.
Editing a field from Price Monitor effectively creates a new datapoint with the same parameters (ticker, field, period, scenario), for today’s observation date, and with you as the owner.
You can check the result immediately afterwards in the Single Field View of the Sentieo Connect Portal
Review your Datapoints in Sentieo Connect Portal
In this field view, data is grouped by combinations of [Ticker, Period, and Scenario]. This means all datapoints created by any user, in the user groups you belong to, are grouped in the same stream. Grouping are done in combinations of similar Ticker, Period, and Scenario. For example, If you enter the field “MyRevenue”, all the datapoints created by you and other users in the same user groups for AAPL⇒ for the Period “FY2022″⇒ for the Scenario “Base Case”, are shown to you and grouped together in the same stack.
The main view shows you the most recent datapoint. If you would like to check the datapoint history, click on a value and it will bring up all the datapoints for older observation dates.
Filter and Sort data points
To filter. Click on the funnel icon in the field header to open the filtering menu and filter by a parameter. In the menu, you can here select which values to keep and which to exclude.
To sort. Click anywhere in the header to sort by a parameter. Clicking multiple times rotates between Ascending, Descending, and No Sorting by that parameter.
To multi-sort. Once sorting is active, you can also sort by a second parameter in another column. The table will become sorted by the parameter marked as (1), then as a second level according to the parameter marked (2). You can keep adding as many levels of sorting as you like.
Note: This view is paginated. Filtering and sorting only apply to the page currently on screen. This means that if your data spread over multiple pages, datapoints not currently visible will not be taken into account by the filter or sort feature.
Amend Existing Datapoints (Admins only)
To amend a datapoint, go to the single field view, find the datapoint you would like to change, press the pencil button, and amend the value.
If you are looking to amend an older datapoint, click first on the datapoint from the single field view, then click on the pencil icon in the pop up showing you historical values.
Delete existing datapoints (Admins only)
Follow the same steps as for amending a datapoint but use the delete button instead.
- To delete the most recent value
- To delete a historical value:
- To delete all the existing datapoints in a field, you need to delete the field itself. Note: all the associated data for you and anyone else in the organization will also be permanently deleted.
Please check the summary of permissions and actions here to familiarize yourself with the exact scope of delete actions in Sentieo Connect Portal.