Distribute Source Files to Analytic Tenants

Learn how to set a single source in the administrating tenant to distribute data to analytic tenants.

Access requirements

Custom profile with these capabilities: Data (Write, Detailed)

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Overview

Before sending data to Visier, separate your data into folders by analytic tenant. Alternatively, you can upload a single file to your administrating tenant and the file will distribute its contents across multiple analytic tenants. This is ideal if you want to upload a single file that distributes data to your analytic tenants instead of uploading data to each tenant individually. Do so by enabling file distribution and source inheritance in your application. To set up file distribution after sending data to Visier, create a source, configure the source's tenant ID column, and turn on file distribution and source inheritance.

This approach is compatible with all upload methods. For more information about upload methods, see File Upload. The file must include a column that identifies the target analytic tenant ID. After uploading your file, you must create and configure a source for your data. For more information, see Create a Source.

Configure the tenant ID column

Before enabling file distribution, you must designate a column in the file that contains the analytic tenant IDs. For the file to distribute correctly, all records must have a value in the tenant ID column. If the value in the tenant ID column does not match an existing analytic tenant, the record will be ignored. If there is no value present in the tenant ID column, or the value is null, the file distribution will fail.

After distribution, the data is stored in the specified analytic tenants and is not retained in the administrating tenant. To set your tenant ID column:

  1. On the global navigation bar of the administrating tenant, click Data > Sources.
  2. Click your new source and navigate to Columns.
  3. In the list of columns, find your tenant IDs column. For example, TenantCode.
  4. Hover over the Data Type and click the Edit button .
  5. Select TenantID from the data types list.
  6. Click Done.
  7. Click Save Changes.

Enable file distribution and source inheritance

Next, change the source's settings to turn on file distribution and source inheritance for your analytic tenants. The tenant ID column uniquely characterizes the source file as distributable across multiple tenants because it identifies the tenant ID to which the data belongs. The tenant ID column allows you to enable source file distribution and source inheritance in your application. This will convert your uploaded file's data type to a distributed file. This setting is permanent and cannot be undone. To enable file distribution and source inheritance:

  1. On the global navigation bar of the administrating tenant, click Data > Sources.
  2. Click your new source and navigate to Settings.
  3. Turn on the Enable file distribution and Enable source inheritance toggles.
  4. Optional: If your tenant ID column values do not include the administrating tenant code, select Include the administrating tenant ID in the analytic tenant ID. This adds the administrating tenant ID to the analytic tenant IDs in your data to connect the correct administrating and analytic tenant IDs. For example, if the administrating tenant ID is WFF_ABC and the analytic tenant ID is 456, the new analytic tenant ID is WFF_ABC~456. If your tenant ID column values already contain the administrating tenant ID, do not turn on the toggle as your data already has the expected formatting.
  5. Click Save Changes.

Your source is now configured to distribute data to analytic tenants from your administrating tenant. However, the original uploaded file will not automatically distribute to the analytic tenants listed. To initiate distribution, reupload the same file. Once you reupload, data will automatically route to the analytic tenants specified in the tenant ID column.

Optionally delete the original file from your first upload in the Data > Data Transfers room of the administrating tenant. This removes the analytic tenant data from your administrating tenant.