Dataphin:Create a data panel

A data panel is a crucial component within a logical space, delineated by business characteristics. Prior to engaging in standardized modeling, the creation of the data panel must be completed. This topic outlines the steps to create a data panel.

Prerequisites

• Available exclusively in the Intelligent R&D Edition. To access, the Intelligent R&D module must be activated for the current tenant.

• Ensure that the roles of data panel architect, business owner, and data owner are assigned to the appropriate members in Dataphin before initiating the process. For more information, see Add Dataphin members.

Permission description

Creation of data panels is restricted to super administrators and system administrators only.

Feature overview

To align with diverse business requirements, Dataphin enables the creation of data panels in either Dev-Prod mode or Basic mode.

• Dev-Prod mode: Generates isolated Dev and Prod environments to enhance the security of the Prod environment data. If you have strong management needs, many data R&D personnel with clear roles and responsibilities, and a high budget for data computing and storage, it is recommended to use this mode.

• Basic mode: This mode creates a unified Prod environment that streamlines development and operations, promoting stable and efficient data production workflows. It's ideal for teams prioritizing R&D efficiency with overlapping roles among developers and constrained compute and storage budgets. Using this mode is recommended for such scenarios.

Procedure

1. Navigate to the Dataphin home page, select Planning from the top menu bar, and you will be directed to the Data Architecture page by default.

2. On the Data Architecture page, click +create Data Panel.

3. In the Create Data Panel configuration wizard, enter the required data panel information.

   1. Step 1: Select the production development type.

      1. Choose the appropriate Production Development Type based on your specific needs.

         • Dev-prod Mode: Recommended for organizations with strong management requirements, distinct roles for data R&D personnel, and a significant budget for data computing and storage. This mode ensures logical isolation between Dev and Prod environments, enhancing control over the data R&D process and production data permissions, thereby maximizing data production stability. However, it may reduce flexibility and convenience in the R&D process, requiring high proficiency in tool usage by R&D personnel and the allocation of double computing and storage resources.

         • Basic Mode: Suitable for teams valuing data R&D efficiency over strict control, with overlapping roles among R&D staff, and limited computing and storage budgets. This mode integrates the Prod environment for development and operations, offering agile data R&D process management, strict control over production data write permissions, and a balance between stability and flexibility in data production. Note that the Basic mode entails the risk of direct changes to the production environment, so careful management of project members and control over production data stability is crucial.

           Important

           Once the Production Development Type is set to Basic Mode, upgrading to Dev-prod Mode is not possible.

      2. Click Next.

   2. Step 2: Define the panel.

      1. Use the table below to input the basic and business information for the data panel.

         Parameter	Description
         Basic Information
         Panel English Name	Enter the English name for the data panel, adhering to the following conventions: Must consist of uppercase and lowercase English letters, numbers, and underscores (_). Cannot exceed 64 characters in length. Post-creation, the English name of the data panel in the Dev environment will be LD_{custom panel English name}_dev. Editing the English name is not permitted once logical tables are present within the data panel, to prevent disruptions in data production.
         Panel Name	Specify the data panel name, observing the following conventions: May include Chinese characters, numbers, uppercase and lowercase English letters, underscores (_), and hyphens (-). Cannot exceed 64 characters in length. Following creation, the data panel's name in the Dev environment will be {custom panel name}_development.
         Description (optional)	Provide a concise description of the data panel, not exceeding 128 characters.
         Icon	Select an icon for the data panel to visually distinguish your business category. This choice does not impact subsequent data calculations. Available icons include E-commerce ( icon), Finance ( icon), Cloud Computing ( icon), Advertising And Marketing ( icon), Logistics ( icon), Entertainment ( icon), Travel ( icon), Health ( icon), Social & Communication (( icon), Catering ( icon), Education ( icon), and Environment ( icon).
         Business Information
         Panel Architect	Designates the individual responsible for managing panel information, including updates to basic and business details. Selection is limited to active members listed in Dataphin.
         Business Owner (optional)	Assigned to up to three individuals accountable for the data panel's data stability. Selection is from the Dataphin member list.
         Resource Owner (optional)	Identifies up to three members responsible for the quality of the data panel's data, chosen from the Dataphin member list.

      2. Click Next.

   3. Step 3: Establish logical table naming conventions.

      The system suggests logical table names based on predefined naming conventions during the creation of new logical tables, which can be customized as needed.

      Note

      Post-creation, the logical table naming conventions can be modified within the data panel's R&D Specifications -> Table Specifications -> Logical Table Naming Conventions. Note that changes to the table prefix will impact all subtypes within the same logical table category. For instance, altering the logical dimension table category will affect all related subtypes, such as hierarchical logical dimension tables.

      Default naming conventions and suffixes are as follows:

      Logical Table Type	Default Value
      Logical Dimension Table	Table Prefix: dim_. Data Timeliness (suffix): Ordinary Logical Dimension Table: Day (T+1): None. Hour (T+h): _hf. Minute (T+m): _mf. Hierarchical Logical Dimension Table: Day (T+1): level_lvl[n]. [n] represents the number of levels. Enumeration Logical Dimension Table and Virtual Logical Dimension Table: Day (T+1): None.
      Logical Fact Table	Table Prefix: fct_. Data Timeliness (suffix): Process Logical Fact Table: Day (T+1): None. Event Logical Fact Table: Day (T+1): _di. Hour (T+h): _hi. Minute (T+m): _mi. Snapshot Logical Fact Table: Day (T+1): _df. Hour (T+h): _hf. Minute (T+m): _mf. Subject Area Abbreviation: By default, this is not included. If enabled, the subject area abbreviation is automatically appended.
      Logical Aggregate Table	Table Prefix: dws_. Data Timeliness (suffix): Day (T+1): None. Hour (T+h): _hh. Minute (T+m): _mm.

4. Click Confirm to finalize the creation of the data panel.

What to do next

Once the data panel is established, proceed to create a subject area within it. For more information, see Create a subject area.