In order to customise and prepare your data, you need to access the view Editor. Learn how to access it here: how to create custom views.
Once in the view editor, you will see 5000 rows of sample data, meant to help you visualise the smart data layout.
- From here, you need to prepare the data: You can select or deselect columns, filter them, and - for some columns - change the granularity to aggregate data. Those operations will be applied to the initial data sample loaded to the interface to help you visualise the results. Learn how to get your customisation criteria applied to the entire dataset with this article: How does the sample data preview work?
- Once done, save your custom view with a memorable name. In case you are editing an existing custom view, you will be able also to save as a copy from the dropdown button "Save" >"Save as.."
- The filters and aggregations will be then applied to the entire smart. The resulting views will be visible under the "My Workspace" section to all the users from your company and ready to be consumed via Snowflake. Learn more here.
Learn how to optimise your views from this article: Creating optimised custom views: Best practices
Learn how to access the Smart configuration page from this article: Creating and editing custom views