Making Bulk Changes to Elements

Rather than changing Elements one-by-one, the Bulk change feature helps to save time by allowing you to select multiple Elements to perform the same change for a field.

Bulk change feature is available:

  • for all system Elements: Metrics, Reports, External Reports, or Other External Content.
  • in Dataset and  Data Source lists.
    • Access list of Data Sources from Admin > Collection & Storage > Data Sources

Power Users can perform Bulk Changes on those Elements to which they have Edit access. The Fields available to Change are restricted by the Security Model. See Bulk Change Security for details.

Video Tutorial

1. Access Content > Elements

Access Content > Elements
  1. Check the boxes for the elements where the same settings should be changed to a common value
  2. Select [Bulk change] at the bottom of the page and The Choose field and New Value pop-up opens.

2. Choose Field and Select Setting to Be Applied to All Selected Elements

Choose the field and select the setting which should be applied to all selected elements
  1. Select the field which should be changed for all elements
  2. This field is dynamically changed depending on the option selected in the prior field above
  3. [Next: Preview] will display changes for review

Admin options available for Bulk Change:

Info

  • Tag: Define single or several tags that unite selected elements. You can select to replace tags or add new ones. For example of screen, go here. For more details, see Create a Tag
  • Category: Select a common category from the drop-down list. For more details, see: Create a Category
  • Business Owner: Select a new business owner of the defined elements from the drop-down list. NOTE: Making either a Regular or a Power User the Business Owner of any Element provides NO View Access to the element.
  • Technical Owner: Select a new technical owner of the defined elements from the drop-down list.
  • Data Collection Trigger: Define a common trigger for the selected elements by choosing one of the Data Collection Triggers from the drop-down list. For more details, see: What are Data Collection Triggers? 
  • Show in: Select if element should be shown in either the Viewer or External Webpage

Charting

  • Statistical View - Standard Deviation: Provide the value of Standard Deviation and keep in mind that it will be recalculated for the ENTIRE metric history and affect all alerts on 'Unusual Value'.
  • Moving Average: Specify the interval for which the moving average should be calculated.
  • Chart Data Expiration: Define the time period after which the chart data shall be considered expired if it is not updated
  • Show Min Ever / Show Max Ever:
  • Show Summary: You can enable Statistics summary information (Current Value, % Change, 10 Day Avg, linked elements, etc.) for multiple Metrics at once. Summary information is only applicable to Metrics and is shown at the right of the Metric Viewer. For more details, see: Statistics summary information

Access

  • Enabled/Disabled: Define whether selected elements should be enabled or disabled. NOTE: Only elements that have been successfully validated will be enabled.
  • Global Access: Setting access to public will make elements accessible to everyone, regardless of account login.
  • Visibility: Define whether the element should be visible on the Homepage.
  • [6.2.4] User Access: Grant User access to view elements
  • [6.2.4] Group Access: Grant Group access to view elements
2.1. Options for User/Group Access Change for Elements
Element List - Google Chrome

For details on Granting Access: Security Overview

2.2. Options Available for Dataset Bulk Change

Datasets - Google Chrome

2.3. Options Available for Data Source Bulk Change

Datasets - Google Chrome
  1. Only the Tag field is available for Bulk Change
  2. Indicate if you want to Replace existing Tags or add a new Tag.

3. Preview and Confirm Changes

Preview and Confirm Changes
  1. Preview the changes to be applied in the Current value and New Value columns. At this point you can still exclude unnecessary rows by clearing their check-boxes.
  2. Click [Make Updates] to save the changes made
Power User Limitations for Bulk Changes to Elements

Using the Bulk Change button when one or more elements are selected, a Power User can change the settings of elements to which user has Edit Access as follows:

  1. Change the existing Category of elements if the PU:
    1. With the Privilege to use Categories with only View Access, selects Categories to which the PU has View or Edit Access
    2. Without this Privilege, selects only Categories to which the PU has Edit Access
  2. Change the existing Data Collection Trigger to one of those to which the Power User has at least Use Access