How-To

Create a New Aggregation Field

The new aggregation field function will provide an aggregated value for every record in an existing dataset. This is a distinct feature as compared to the “aggregate” function, which can change the number of fields and number of records in an existing dataset. - In Data Manager select the dataset you wish to edit, and under the “Selected Dataset” tab click “Edit View - Under the “New Fields” panel, select “Create New Aggregation Field” - There are two tabs that need to be...

Create and Utilize a Configuration Variable

Configuration Variables are used when you want to define a value during a process flow and utilize that value in a subsequent program. The value gets assigned after it is referenced when a subsequent program is run/executed. There are two ways to create a Configuration Variable – either directly from the Lityx IQ interface or within a Lityx IQ program. Creating a Configuration Variable in the Lityx IQ Interface From the Data Manager Solution Screen, select and click on “Configuration Variab...

Computing Summary Metrics in Data Manager

Summary metrics can be computed in numerous areas within in LityxIQ. The ‘Define Aggregation’ step in DATA MANAGER is explained below. The dialog typically looks like the following at the outset (the Summaries tab of the Define Aggregation dialog). * Select Variables on which to Compute Summaries: Click this drop-down to select metrics to summarize. Select single or multiple metrics to undergo the same summation. * Select Summary Statistics to Compute: Click this drop-down to select ...

Executing or Scheduling a Dataset Export

To run a dataset export, you must first create export settings (see http://support.lityxiq.com/002683-Export-a-Dataset---Settings) (http://support.lityxiq.com/002683-Export-a-Dataset---Settings) Then, you have the option of executing the export manually, or scheduling it (including automating the export process). Executing a Dataset Export Manually Select the dataset from the list of available datasets, click the Selected Datasets menu button, click Export, then click Export Now. You will b...

Export a Dataset - Settings

It is easy to setup a dataset for export, when you wish to take data from LityxIQ to upload into other applications. First, select the dataset from the list of available datasets in the DATA MANAGER. From the ‘Selected Dataset’ dropdown menu, click ‘Export’, then ‘Export Settings’. This will open the ’Export Settings’ dialog. Its four tabs are described below. Export Location Tab * Export Location - select the location where you would like to place the exported dataset. For examp...

Viewing Available Datasets

The ‘View Datasets’ link within DATA MANAGER provides a list of all available datasets within a selected library. It is here that you can create new datasets and manipulate existing ones. After clicking the ‘View Datasets’ link, the working area in the right pane of LityxIQ will look like the following. Important areas are explained in more detail below. * Dataset Library - This drop down box displays a list of all of the dataset libraries to which you have access. Select the library...

Copying a Dataset

In LityxIQ, you can very easily make a copy of a dataset definition. This process does not create a copy of the data, just a copy of the settings for a dataset. You can use this copy as a template for creating a similar dataset that is, say, based on the same data or data dictionary, or making an exact duplicate of the data. Follow these steps: 1) Select the dataset you wish to copy in the Available Datasets list (it will highlight orange), and click Copy Dataset Definition in the Selected Da...

Defining an Aggregation for a View

After opening the Edit View dialog (see http://support.lityxiq.com/241959-EditingDefining-a-Dataset-View (http://support.lityxiq.com/241959-EditingDefining-a-Dataset-View)), follow these steps to define an aggregation for the view. It is not required that a view have an aggregation defined. If an aggregation is defined, the resulting dataset will have fewer (usually many fewer) records than the original datasets. The number of records will be the total number of different combinations of the sel...

Defining a Filter for a View

After opening the ‘Edit View’ dialog (see http://support.lityxiq.com (http://support.lityxiq.com/926307-Using-the-Search-and-Filter-Dialog)/241959-EditingDefining-a-Dataset-View (http://www.lityxiq.com/support/241959-EditingDefining-a-Dataset-View)), follow these steps to define a filter for the view. It is not required that a view have a filter defined. A filter is a method for subsetting the rows of the dataset to match a given criteria. 1) If the ‘Filter’ panel is not already opened, click...

Defining New Fields for a View

After opening the ‘Edit View’ dialog (see http://support.lityxiq.com (http://support.lityxiq.com/926307-Using-the-Search-and-Filter-Dialog)/241959-EditingDefining-a-Dataset-View (http://www.lityxiq.com/support/241959-EditingDefining-a-Dataset-View)), follow these steps to define any new fields to be created for the view. It is not required that a view have any new fields defined. 1) If the ‘New Fields’ panel is not already opened, click on that panel header to open it. Next, click the ‘Create...

Defining Joins for a View

After opening the ‘Edit View’ dialog (see http://support.lityxiq.com (http://support.lityxiq.com/926307-Using-the-Search-and-Filter-Dialog)/241959-EditingDefining-a-Dataset-View (http://www.lityxiq.com/support/241959-EditingDefining-a-Dataset-View)), follow these steps to define any joins required for a view. It is not required that a view have any joins defined. 1) If the ‘Joins’ panel is not already opened, click on that panel header to open it. Then, click the ‘Add New Join’ button. Note t...

Defining Incoming Data for a View

After opening the Edit View dialog (see http://support.lityxiq.com (http://support.lityxiq.com/926307-Using-the-Search-and-Filter-Dialog)/241959-EditingDefining-a-Dataset-View (http://www.lityxiq.com/support/241959-EditingDefining-a-Dataset-View)), follow these steps to define the incoming data for a view. 1) If the Incoming Data panel is not already opened, click on that panel header to open it. Then click the Edit Incoming Data button. Note that if this view had previously been defined, you...

Editing/Defining a Dataset View

When a view is created, settings can be defined. Options include defining which input datasets and variables will serve as the source for the new view, any joined datasets, new fields, filtering, and/or aggregation. Follow these steps: 1) Select the dataset from the available datasets list (it will highlight blue-gray), then select ‘Edit View’ from the ‘Selected Dataset’ menu. If the dataset was just created using the ‘Create New Dataset’ button, this will open automatically and you can skip ...

Creating a Dataset View

To create a new dataset view in LityxIQ, follow these steps: 1) In DATA MANAGER, click the ‘Create New Dataset’ dropdown menu and select ‘View’. 2) The ‘New View’ dialog box will appear. Enter the name you would like to give to the dataset, and optionally provide a description of the dataset. These will both appear in the list of datasets. The name you enter must not be the name of an already existing dataset in the active project. 3) Click ‘OK’. This will open the ‘Edit View’ dia...

Create New Dataset

To create a new dataset in LityxIQ, follow these steps: 1) Make sure the correct 'Dataset Library' is selected in DATA MANAGER. 2) Click the 'Create New Dataset' dropdown and select the 'Raw Data Source' option. 2) The 'New Raw Data Source' dialog will appear. Enter the name of the dataset and optionally provide a description of the dataset. These will both appear in the list of datasets. The name must not be the name of an already existing dataset in the active project. 4) Click...

Create Dataset from Raw Data Source

To create a new dataset in LityxIQ, follow these steps: 1) Make sure the correct 'Dataset Library' is selected in DATA MANAGER. 2) Click the 'Create New Dataset' dropdown and select the 'Raw Data Source' option. 2) The 'New Raw Data Source' dialog will appear. Enter the name of the dataset and optionally provide a description of the dataset. These will both appear in the list of datasets. The name must not be the name of an already existing dataset in the active project. 4) Click...

Define the Source Settings for a Raw Dataset

To import a file into a LityxIQ dataset, you must define the source settings for the dataset. To prepare for this, you must first either upload a file into LityxIQ (see http://support.lityxiq.com (http://support.lityxiq.com/125826-Uploading-a-File)/125826-Uploading-a-File (http://support.lityxiq.com/125826-Uploading-a-File)), or create a connection to an FTP site where the file is located. You must also have created a new dataset in LityxIQ (see http://support.lityxiq.com (http://support.lityxiq...

Load Data into a Dataset

Once the settings for a raw dataset have been defined, the next step is to physically load data into the dataset. Please follow these steps: 1) Select the dataset in the 'Available Datasets' list. It will be highlighted in blue-gray. 2) Click ‘Load Data’ -> Load Now from the ‘Selected Dataset’ menu. 3) Click ‘Yes’ to confirm. 4) To watch the loading process and any related messages, open the console window (see http://support.lityxiq.com (http://support.lityxiq.com/926307-Usin...

Browse a Dataset

After a dataset has been created and the data loaded, the raw data it contains can be browsed. Simply select the dataset in the ‘Available Datasets’ list, and click ‘Browse Data’ in the ‘Selected Dataset’ menu. The data browser window will open. The options available in the browser are explained below. When finished browsing, click the X in the upper right corner of the browser window. * Clicking on the ‘^’ carat on a column reveals a set of options for that column, including...

Finding Summary Statistics for a Dataset

When data is loaded into a dataset, LityxIQ will automatically create summary statistics for each variable. The summary statistics can be viewed by following these steps: 1) Select the dataset in the available datasets list (it will highlight blue gray), then click ‘Summary Statistics’ in the ‘Selected Dataset’ menu. 2) Results will appear in a new window. See below for descriptions of the information provided. Click ‘Done’ when finished. * The statistics provided include: ...

Execute Data Loading on a Schedule

It is possible to load data during off hours or on a schedule. Datasets can also be set to automatically load anytime the source file has changed. This is achieved by putting the dataset loading process on a schedule. Follow these steps: 1) Select the dataset in the 'Available Datasets' list (it will be highlighted blue-gray), then select ‘Load Data’ -> ‘Schedule It’ from the ‘Selected Dataset’ menu. 2) The ‘Scheduling’ dialog will appear. See http://support.lityxiq.com (http://supp...

Deactiving, Re-activating, and Deleting a Dataset

Deleting a dataset in LityxIQ is a two-step process (to guard against accidental deletion). It involves deactivating the dataset and then deleting it. Use caution when deleting a dataset. Once deleted, a dataset cannot be recovered. Deactivation is a way to temporarily disallow operations with the dataset, while keeping it intact. To deactivate a dataset: 1) Select the dataset in the Available Datasets list (it will highlight blue-gray), then click Deactivate in the Selected Dataset menu...