How to create a data request

In this article, we'll discuss the how to create a data request in the platform. We will also discuss what types of validation rules you can set for the requestees' data.

Creating a data request

In order to have the necessary permissions to create a data request you need the analyst role.

To create a request, go to the "Request" on the navigation bar and click "+ Request".

This will then take you to the "Create a data request" page where you can give your data request a name, description and set a date that you would like the data by.

Following this, you can select which users you wish to send your request to by clicking "+ Data provider". A modal then will pop up allowing you to select the users you want to provide the data (please note that requests can only be sent to those that have the data provider or the requestee roles).

Finally you can create specification rules for the data that you will be receiving. This ensures that the data received from the requestees all have the same column names, data types and that the data conforms to the specifications you set.

The specification rules that you can set are dependent on the data type of the column (with the exception of "Allow empty cells", that lets you determine whether or not the uploaded data can contain missing values).

For strings:

Equal to
Not equal to
Character length range

For integers/fixed point:

Equal to
Not equal to
Between/Range
Minimum
Maximum

For dates:

Equal to
Not equal to
Between/Range
Before
After

For booleans:

Equal to True/False

Finally you can then send the request to the users that you selected where they can upload their data.