Toad Intelligence Central 3.3 - Quick Start Guide

Filter Data to Download

You can filter the data in a view, snapshot, or dataset before downloading the data. This is useful for large data sets as it allows you to download only the data you need, instead of the entire data set.

To filter data before download

1. In the Web interface, select an object to download on the Home page. See Toad Data Point for more information.

2. In the object's Details pane, click to filter the data.

   • Enter Variables—For views containing a variable, Intelligence Central prompts you for a variable value. Enter a new value or use the default. The new value applies to this download only. The default value is specified when the view is published from Toad Data Point and can be modified through Toad Data Point.

   • Download pane—A data grid opens displaying a preview of the data. In this window you can quickly filter a column or you can create a filter in the filter editor.

   Note: If authentication is required, the data object is not downloaded/accessed and an error message is displayed. You must authenticate through Toad Data Point before you can download this data object. For example, you might be required to authenticate the first time you access a View that was published with a personal key, instead of a shared key.

3. To quickly filter a column, do the following:
   1. Enter a value in the text box below the column header. For date/time columns, click the down-arrow to select a date.
   2. Then click beside the text box to change the operator.
   3. Press Enter to apply the filter.
   4. The text of your filter displays in the upper-left, above the data grid. Click the filter text to open the filter editor and modify the filter further.

   TIP: Filter one or more columns to quickly create the framework for your filter. Then refine it in the filter editor.

4. To create/edit a filter in the filter editor, click Create Filter or click the filter text if you already started a filter.
   1. In the filter editor, click to add an initial condition. The And operator is used by default. To use a different Boolean operation, click And and select a different operator.
   2. To modify an existing condition, click the operator or the value to edit it.
   3. To add another condition, click .
   4. To add another group of conditions, click the operator in the parent group and select Add Group.
   5. Click Save to save your changes and close the editor.

   TIP: To create a complex filter, plan out your filter before building it in the filter editor. Identify grouped conditions (those in parentheses). Identify the Boolean operator for the main expression. Add parentheses to your expression if necessary to help clarify which conditions should be evaluated first.

5. The data grid displays a preview of the filtered data.

6. Click Download in the data grid window to begin the download process.

   Note: This action closes the data grid window containing your filter and preview of filtered data.

   Intelligence Central prepares the filtered data and displays a Success message when the data is ready.

7. Click Download in the Success message to download the filtered data as a .csv file. The location of the download is determined by your Web-browser settings.

Toad for Oracle

Toad for Oracle users can publish Automation Apps, scripts, files, test results, code analysis results, and other resources created in Toad for Oracle to Intelligence Central. For detailed information about how to use Intelligence Central from Toad, see the Toad for Oracle documentation.

Review the following pages found in the Toad Intelligence Central Web interface.

Home

You can use the Home page of the Web interface to view and download Toad for Oracle objects that have been shared with you. In addition, you can manually run Toad for Oracle Automation Apps.

Download Objects

To download objects

1. Log in through a web browser. See Log In From a Web Browser.
2. Click Home.
3. Locate the object. See Find Objects.
4. Select the object to show details. See Object Details.
5. Click in the Details pane to download the object. The location of the downloaded object is determined by your Web-browser settings.

Run Automation Apps

To manually run an Automation App

1. Log in through a web browser. See Log In From a Web Browser.
2. Click Home.
3. Select the Automation App to run.
4. Click in the Details pane to run the App. After execution starts, Intelligence Central displays a Success message to inform you.

For more information about creating, publishing, and running Automation Apps, see the Toad for Oracle documentation.

Code Quality

The Code Quality page provides information from Code Analysis, Code Tester, and Team Coding. See the Toad for Oracle documentation for a breakdown of the information provided by each of these Toad for Oracle features.

To view Code Quality information for an object

1. Select Toad for Oracle | Code Quality.
2. On the Code Quality page, select a database, a schema, and then an object to view the detailed analysis, results, or status.

Code Analysis

Toad for Oracle allows you to publish Code Analysis results to Intelligence Central. Use the Code Analysis page to view Code Analysis reports. See the Toad for Oracle documentation for more information about using Code Analysis, as well as publishing and viewing Code Analysis data.

To view Code Analysis results

1. Select Toad for Oracle | Code Analysis.
2. On the Code Analysis page, select a database, a schema, and then a code analysis object.

Code Tester

Use the Code Tester page to view published test results from the Code Tester feature in Toad for Oracle. See the Toad for Oracle documentation for more information about using Code Tester.

To open the Code Tester page

• Select Toad for Oracle | Code Tester.

Team Coding

The Team Coding page allows you to view the status of all team coding objects.

To open the Team Coding page

• Select Toad for Oracle | Team Coding.

DB Health Check

Toad for Oracle allows you to publish the results of a DB Health Check to Intelligence Central. Use the Database Health Check page to view published health check results. To learn how to run a DB Health Check and store the results on Intelligence Central, see the Toad for Oracle documentation.

To view a DB Health Check

1. Select Toad for Oracle | DB Health Check.
2. Expand a database node and select a health check to view results.

Toad Data Modeler

HTML Reports

HTML Report are created in Toad Data Modeler.

HTML Reports can be published from Toad Data Modeler to Toad Intelligence Central. From Toad Data Modeler they can be shared with users of Toad Intelligence Central. Refer to your Toad Data Modeler documentation for more information.

Users of Toad Intelligence Central can log in to the web browser, view and download Toad Data Modeler HTML Reports that have been shared with them.

1. Log in to the web browser.
2. Click Home.
3. Locate the object (Find Objects).
4. Select the object to show details (Object Details).
5. Click View to view the HTML Report in your web browser.
6. Click to download the HTML report. The location of the report on download will be as per your web browser settings.

Objects

Use your web browser to find objects on Toad Intelligence Central.