Data Explorer reference
Opening it with properties
A Home page task or a link can open the Data Explorer ready for a job with view properties:
| Property | What it does |
|---|---|
ITEM | Opens this data item (a curve, timeseries, options or event list id) |
RECORD | Opens this master data record |
ITEM_TAB | The tab to open it on, such as history, smile or surface |
SOURCE | private or public |
MODE | data or records |
KIND | curve, timeseries, options, matrix or eventlist: data of this kind only |
SEARCH, TEXT | The search text, and Id contains |
GROUP | A group id or name: its members are listed |
TAB | board: opens the chart board |
TOUR | true starts the tour, false never shows it (it is otherwise shown on a first visit) |
Where things are kept
| What | Where |
|---|---|
| Saved views, saved boards, the board, pinned groups, recent items, table or cards, whether you have seen the tour | Your settings: setting service, name Data Explorer (your own; nobody else sees them) |
| What the finder shows | This browser (local storage) |
| Starred items | Your own groups, type favourite, category Data Explorer, named Favourite data of or Favourite master data of your email, not shared |
| Groups you make | The group service, type favourite, the category you chose |
| Dynamic groups | dynamicOptions: service (data or object), source, filter (on the data items, as JSON text) and objectFilter (on their master data, as JSON text) |
| Automations | The automation service, owned by you |
Platform calls
| Purpose | Call |
|---|---|
| Data | GET data/v1/{private or public} with _filter (kinds, data properties, id), _objfilter (master data filters), _search, _sort, _skip, _limit, _count=true |
| Master data | GET object/v1/{private or public} with _filter, _search |
| Filter values | _distinct on object/v1 (dimensions, filtered by the filters before) and data/v1 (data properties) |
| A curve | GET data/v1/{source}/ID:-ONDATE?_ondate=DATE (on or before), ID:YYYY-MM-DD |
| Its ondates | GET data/v1/{source}/ID?_range=last(90) |
| A tenor history | GET data/v1/{source}/ID:TENOR?_range=... |
| A timeseries | GET data/v1/{source}/ID?_range=from(...) |
| Options | GET data/v1/{source}/OPTIONS_ID:-ONDATE?_ondate=DATE; one option's history OPTIONS_ID:TENOR:STRIKE:C:COLUMN |
| A matrix | GET data/v1/{source}/ID:-ONDATE?_ondate=DATE (on or before), ID:YYYY-MM-DD; its ondates ID?_range=last(90), as a curve's |
| Groups | GET group/v1, GET group/v1/ID (members), POST group/v1?_replace=true |
| Automations | GET data/v1/{source}/ID?_function=listAutomations, POST automation/v1 |
| Other extensions | GET extension/v1/private (their views and configuration.data_explorer), GET extension/v1/private/EXT/view/VIEW?_properties=... |
| A metric timeseries | Its metrics GET metric/v1?_function=listMetrics&provider=PROVIDER; saving POST object/v1/private with {_id: RECORD, KEY: {_id: KEY, _type: "VarMetricTimeSeries", provider, metric, ...}}; recent values GET data/v1/{source}/ID?_range=last(48) |
| Insights | GET reportconfig/v1/all?_limit=-1 (categories Item Insights and Data Insights); running one GET report/v1/{source}/REPORT with Accept: text/html and _properties={"ID", "SOURCE", "SERVICE": "data"} |
Permissions
The Data Explorer shows only what the platform lets you read. Groups you can see are your own and the shared ones. Adding to a group changes it for everyone who uses it. Tabs and actions from other extensions follow those extensions' own rules (for example editing needs the update right).
Extension contents
| Part | Name |
|---|---|
| Extension | odsl.data_explorer |
| View | Data Explorer in the Information menu |
| Feature policy | extension.odsl.data_explorer (feature odsl.data_explorer.manage) |
| Home page tasks | Find data, Chart and compare curves, Look at option chains and volatility smiles |
| Insight reports | Timeseries Profile (odsl.data_explorer.tsprofile) and Curve Ondate History (odsl.data_explorer.curvehistory), in Data Insights |
Troubleshooting
| What you see | Why, and what to do |
|---|---|
A search with field=value lists fewer items than expected | It was checked on at most 1000 master data records: add a filter to narrow it |
| A tab from another extension says it could not be opened | That extension's view could not be shown here; open it from its own menu item |
| There is no curve before ... | The curve has no ondate before the one shown, so there is nothing to compare with |
| There is no matrix ... | The matrix has no ondate on or before the one asked for, or none before it to compare with |
| The browser did not allow copying here | The page is not allowed to use the clipboard: use CSV instead |
| The Metric tab says it could not read the metrics of a provider | The platform could not list them (for an Azure provider, Azure did not answer): the metric that is saved is still shown |
| A report on the Insights tab says it could not be run | The report's template failed on the platform: open it from the portal's Data screen to see its own message |
| A group member shows as not found | The id is not a data item, nor a tenor of a curve you can see (CURVE_ID:TENOR) |
| No smiles for a value | That column has no values for the tenors chosen; choose another value or side |
| A group is not offered in Add to group | It is dynamic, of the other service (data or master data), or not shared with you |
| Starred items are gone on another computer | They are not: starred items are a group; the finder state is what stays on the browser |