Here are answers to some of the most frequently asked questions about the latest version of AlayaCare's business intelligence tool, Data Exploration.
Content and functionality
I can’t find some of the fields I use in Data Exploration 1.0. Will you be adding more dimensions, measures, and Explores to Data Exploration 2.0?
Yes, the team will continue to add new content to Data Exploration 2.0 through the end of August 2021. By mid September 2021, we expect all the fields from Data Exploration 1.0 to exist in Data Exploration 2.0.
How do form context fields get added to Data Exploration 2.0?
New form context fields created in Settings>Form Context by your organization are automatically added to Data Exploration 2.0, within 24 hours of their creation. After they have been added to Data Exploration, the refresh rate of form context fields will be the same as any other field in Data Exploration 2.0 (two hours or less).
Will forms and care plan data be available to report on in Data Exploration 2.0?
The initial scope of Data Exploration 2.0 was content parity between Data Exploration 1.0 and Data Exploration 2.0, which is expected to be complete as of September 2021. Once all Data Exploration 1.0 fields exist in Data Exploration 2.0, we will be prioritizing the creation of new Explores and fields in Data Exploration 2.0. The ability to report on forms and care plan data will be planned and prioritized at this time.
Will I be able to create folders for my saved content in Data Exploration 2.0 like I can in Data Exploration 1.0?
Yes, the ability to create folders in Data Exploration 2.0 is expected to be released before the sunset date for Data Exploration 1.0 in November 2021.
You can incorporate Looks from Data Exploration 1.0 into the AlayaCare live dashboard as widgets. Can you also do this in 2.0?
Yes, the ability to add widgets to the AlayaCare live dashboard for Looks that are created in Data Exploration 2.0 is functionality that will be released before the sunset date for Data Exploration 1.0 in November 2021.
Note that once this functionality is released, you will need to create new widgets for the dashboards created in Data Exploration 2.0 that you wish to save in your AlayaCare live dashboard. Your existing widgets built for Data Exploration 1.0 reports will not be migrated over for you.
You can schedule a recurring report based on a set frequency in Data Exploration 1.0. Can you also do this for Looks in Data Exploration 2.0?
Yes, the ability to schedule Looks on a set frequency is functionality that will be released before the sunset date for Data Exploration 1.0 in November 2021.
Is it possible to increase the default number of rows from 500? I want to see all my data at once.
The default number of rows is set to 500 rows to ensure that the speed and performance of Data Exploration are not negatively impacted. To view the full dataset, you should download your data and select All Results as the Limit. You will then be able to see all the results of your query in the format you selected.
What environments will Data Exploration 2.0 be available in? What will the refresh rates be for each environment?
Data Exploration 2.0 will be available in production and UAT environments only. The refresh rate in production environments will be every 2 hours or less. The refresh rate in UAT environments will be every 24 hours.
I can't download reports with the results of merged queries. How do I download this data?
The results of merged queries cannot be saved or downloaded as an individual Look. If you wish to save merged results, you will need to save them as a tile to a dashboard. You can then download the results by downloading the entire dashboard and selecting CSV as the format. The results from the merged queries will be available as one of the CSV files available in a zip folder for each of the dashboard tiles.
Will I be able to access my reports from Data Exploration 1.0 in Data Exploration 2.0?
We are planning to start migrating agency and personal reports from Data Exploration 1.0 to Data Exploration 2.0 beginning on August 19, 2021. We will continue to migrate reports from Data Exploration 1.0 to Data Exploration 2.0 every Monday and Thursday until all your agency and personal reports are available in Data Exploration 2.0. The reports migrated each Monday and Thursday will be available to for you to access and test in production environments the following day.
Important note: in order for a user’s personal reports to be migrated, the user must have logged in to Data Exploration 2.0 at least once before their reports can be migrated. Please make sure Data Exploration 2.0 is enabled and properly configured in your environment and notify all users who have personal reports that they will need to go to the [BETA] Data Exploration 2.0 tab and select an Explore at least once before their reports will be migrated.
When validating your migrated reports, please follow the guidelines found here. If you notice any discrepancies in your reports once they have been migrated to Data Exploration 2.0, please reach out to your Client Services Manager or Client Success Manager, or file a support ticket with AlayaCare, so that the Data team can review the issue.
Will all reports be migrated from Data Exploration 1.0 to Data Exploration 2.0?
All agency and personal reports from Data Exploration 2.0 will be migrated except for certain reports that contain MDX (multi-dimensional expressions). MDX is a query language used for calculated measures in Pentaho (the business intelligence tool used by Data Exploration 1.0). Reports with MDX that are report specific or user defined will not be migrated. This includes reports with a user defined calculated measure as well as measures that are selected to appear as a trend, % of rank, or running sum.
Once agency reports and personal reports are migrated to Data Exploration 2.0, will changes made to the reports in Data Exploration 1.0 be reflected in the reports that were migrated to Data Exploration 2.0?
No. Once your agency reports and personal reports are migrated to Data Exploration 2.0, any changes that you make to those reports in Data Exploration 1.0 will not affect the reports migrated to Data Exploration 2.0. If you wish to make changes to your migrated reports, you should make them in Data Exploration 2.0.
However, if you have updated your agency reports in Data Exploration 1.0 and wish to have them migrated again, you can make a request to have them re-migrated via a support ticket or by asking your Client Services Manager or Client Relationship Manager. Just be aware that if you choose to have your agency reports re-migrated, any changes that you have made to reports within the My DE 1.0 Reports folder in Data Exploration 2.0, including any new reports added to that folder, will be deleted.
Will our organization receive a notification once all our reports have been migrated?
Due to the nature of the migration script, we will not be able to notify you once all your organization's reports have been migrated. However, you will receive regular reminders to check your reports in Data Exploration 2.0 after the migration scripts are run on Mondays and Thursdays from the AlayaCare team. It is important to make sure you are checking the migrated reports regularly and running them in Data Exploration 2.0 to ensure that there are no issues that need to be reported and resolved.
Sunsetting of Data Exploration 1.0
When will I lose access to data and reports in Data Exploration 1.0?
The sunset date for Data Exploration 1.0 is planned for early November 2021 once all reports have been migrated and reviewed. We will let you know the precise date as we get closer to having migrated all the reports.