Datagration Knowledge Base

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Datagration Knowledge Base

Getting Started

Getting Started

An easy way to start using Datagration.

Introduction to Datagration

How do I change my password?

Quick PetroVisor Overview

Overview of Signing In

Unified Data Model

Where do I get started with Datagration?

How do I reset my password?

How do I access the PetroVisor REST API?

What is PetroVisor?

What are the Datagration Services?

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Analyze

Home

Dashboards

Maps

Data

Data Grids

How do I create an Entity Set from a selection in Maps?

How do I set up map layers in PetroVisor?

How do I create an Entity Set from a dashboard?

Dashboard Access - Row Level Security (RLS)

How do I refresh dashboards in PetroVisor?

How do I edit Power BI dashboards in PetroVisor?

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Predict

Production Forecast (DCA) Package Overview

Overview of the DCA function in PetroVisor

ML

Overview of Scenarios

How do I create a new DCA?

How do I use filters on the DCA?

What are Scenarios?

How do I run different scenarios in PetroVisor?

Advanced Scenarios

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Build

Develop

Overview of Library

Overview of Workflows

Tables

Overview of Logs

Overview of the Expression Builder

How do I create a new Entity Set in PetroVisor?

How can I change settings and export on the Script results?

How do I navigate scripts in PetroVisor?

How can I see which workflows ran in PetroVisor?

How do I schedule Workflows?

What are the types of log entries?

How can I use R in PetroVisor?

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Data Model

Overview of Entities

Overview of Signals

Overview of Sources

Add a signal

How do I import Entities?

What is an Opportunity?

How do I import Entities and Hierarchies?

How can I add a new hierarchy?

How can I view Hierarchies in PetroVisor?

How do I update a data connection?

How do connections work in PetroVisor?

How do I connect to an Oracle Database in PetroVisor?

How do I map data?

How do I map Excel sources?

How do I make a Data Integration?

How do I create a tag for the specified entity name?

How do I add Alias to new entities?

How do I define where new entities should be added to hierarchies?

How do I connect to data stored on SharePoint?

Data Filter vs. Table vs. P# Script

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Data Integration

Power BI Dashboards Best Practices & Troubleshooting

How to securely share files using SFTP

When would I use Import Values?

How do I automate my Data Integration?

Import Tags without mapping

How Do I Retrieve Data in Power BI?

Connecting to a local SQL Server (Internal Article)

How does Datagration handle multiple data sources with the same data?

How do I connect my data sources?

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Settings Bar

Workspace Documentation

Overview of the Settings Bar

Overview of Tags

Overview of Workspaces in Petrovisor.

How do I edit Workspace Values?

What are Notifications?

How do I create Web Hooks to link to MS Teams Channel?

How can I reset my cache in PetroVisor?

How can I verify that my workspace has the latest configuration?

How do I use a Workspace Snapshot?

How do I track what was done in Workspaces?

What is the database configuration for workspaces?

What databases are created in my PetroVisor instance?

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General Functions

Power BI Dashboard Tips

What's the difference between tags and labels?

How do I add and remove labels?

How to make an item public?

How can I use filters on labels?

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