Glossary Auto Synchronization

Glossary Autosync allows synchronization of existing Glossary Terms with Metric Insights Elements. This is accomplished by creating a Dataset to pair Elements to existing Glossary Terms. Updating can be triggered manually here or will occur whenever the Dataset is updated. 

There are two options available to synchronize Glossary Terms: 

  • Update by pairing individual MI Elements by Name;
  • Update by pairing with BI Tool Report IDs: this will update all MI Elements created from this Report ID.

This article describes how to:

  1. Create a Dataset
    1. Pairing MI Elements by Name
    2. Pairing with BI Tool Report IDs
  2. Add new Glossary Autosync  
  3. Synchronize Content

NOTE: For more information on Glossary Term, see Create a Glossary Term.

1. Create a Dataset Define Required Fields Using Element Name

The Dataset has to contain the following columns:

  • Glossary Section;
  • Glossary Term;
  • Either:
    •  Name of Metric Insights Element or Dataset;
    •  Or Report ID from the BI system.

1.1. Pairing MI Elements by Name

Create a Dataset with required columns.

  1. Data Source: Data may be extracted from any existing File or Glossary Tool; in this example it is a manually loaded CSV file.
  2. The grid should contain Element name/number, Glossary Term and Glossary Section.

Make sure to validate all input rows to ensure that the names used for each Column exactly matches the Element Name and existing Glossary Section & Term and [Update].

1.2. Pairing with BI Tool Report IDs

NOTE: If you will use this option, Glossary Term(s) will be added to all Metric Insights Elements that have been created from each BI Report ID included in Dataset. 

Create a Dataset with required columns.

  1. Data Source: Data may be extracted from any existing File or Glossary Tool; in this example it is a manually loaded CSV file.
  2. The grid should contain Glossary Term, Glossary Section and BI Tool Report ID.

Make sure to validate all input rows to ensure that the names used for each Column exactly matches the Element Name and existing Glossary Section & Term and [Update].

2. Add new Glossary Autosync

Access Content > Glossary > Autosync

Click [+ New Glossary Autosync] to open the Editor.

2.1. Input Required Columns/Fields based on Dataset in Step 1 (using Element Names)

  1. Behavior: Select either to Replace existing Glossary Terms or Add to them.
  2. Name: Enter a unique name.
  3. Dataset & View: Select the Dataset/View that was created in Step 1.
  4. Match on: Indicate if your Dataset contains the Element Name or the External BI Tool Report ID.
  5. Element Name Column:  Choose from the dropdown that will be populated from Dataset chosen above.
  6. Term Column: Choose from dropdown that will be populated from Dataset chosen above.
  7. All Terms in Dataset are for a single Glossary Section: Check this box if you want to place all Terms in one Section.
  8. Section Column: Choose field that contains Section name from Dataset chosen above.
    • If you indicated you are using a Single Glossary Section, Section Column field would be replaced by Section field. You will need to select a Section from the dropdown list of existing Sections. This will override any Sections input in the Dataset.

3. Synchronize Content

  1. Activate the Enabled toggle switch.
  2. [Save]
  3. [Sync Now]

3.1. View Results in History Tab