Intouch Data Types

When using global filters or when creating custom dashboards or records lists, you may notice there are icons on each data field that denote data type. The data types used for all Intouch data are: 

	Number
	Date
	Text

In some cases, you may see a lookup icon used on a data field. This occurs when further a selection such as question(s), hierarchy attribute or a custom contact field is required. In these cases, the data type is unknown until the selection is made.

Text, number or date depending on selection

Number Type Data

A data field is listed as a number when it is known that the value for that data field will always be a number. Examples of number type data fields include score value, score total, and score percentage (for questions, sections, tags and records), as well as counts. Additionally, questions that have been created in IntouchCheck, or an External Data program as a number type question will have their response value treated as number in reporting. Custom contact fields that have been created as a number field will also be treated as a number.
When a data point is presented as number, numerical operations can be performed. For example: 

• The values can be averaged or summed. Min and Max values can also be identified (Dashboards).
• Number based comparison operators can be used, such as greater than, less than, and equal to (filters, trigger conditions, rule conditions and workflow conditions).

Usage in Filters/Conditions

When a number type data point is used as a filter, the reporting view (dashboard chart, record list) will be filtered to only records that match the criteria provided. 

Available Operators: 

=	Equal to
!=	Is not equal to
<	Less than
<=	Less than or equal to
>	Greater than
>=	Greater than or equal to
	Is empty
	Is not empty

Usage in Dashboard Charts

When a number type data field is used as a metric in a dashboard chart, you are able to select which value you wish to display. This may include the count, average, sum, min and max. How you wish to breakdown segment this data will depend on the data point selected.

Usage in Record Lists Columns

When a number type data field is added as a record list column, you are able to choose the display settings and number of decimal places. 

Date Type Data

A data field is listed as a date when it is known that the value for that data field will always be a date. Examples of date type data fields document date, start date and finish date (system fields). Additionally, questions that have been created in IntouchCheck, IntouchSurvey or an External Data program as a date type question will have their response value treated as date in reporting. Custom contact fields that have been created as a date field will be treated as a date.
When a data point is presented as number, numerical operations can be performed. For example: 

• The values can be used for trending as a data point (Dashboards).
• Date comparison operators can be used (<,>,=) in addition to rolling filters (past 30, YTD)  (filters, trigger conditions, rule conditions and workflow conditions).

Usage in Filters/Conditions

When a number type data point is used as a filter, the reporting view (dashboard chart, record list) will be filtered to only records that match the criteria provided. 

Global Filters Available Operators: 

Today	Timestamp of today - based on your time zone
Yesterday	Timestamp of yesterday - based on your time zone
Past Week	Timestamp within the past 8 days (including current day) - based on your time zone
Past 30 days	Timestamp within the past 31 days (including current day) - based on your time zone
Past 90 days	Timestamp within the past 91 days (including current day) - based on your time zone
Week to Date	Timestamp within the past Monday to the current day - based on your time zone
Month to Date	Timestamp within the current calendar month - based on your time zone
Year to Date	Timestamp within the current calendar year - based on your time zone
Previous Month	Timestamp within the previous calendar month - based on your time zone
Previous Year	Timestamp within the previous calendar year - based on your time zone)
Custom Range	Timestamp within the date range selected, inclusive of the days selected - based on your time zone

Chart/List Filters and Conditions Available Operators: 

Is	Calculated (> Today +/- X, < Today +/- X)
Is	Specific (a single date)
Is Not	Calculated (> Today +/- X, < Today +/- X)
Is Not	Specific (a single date)
<	Less than
<=	Less than or equal to
>	Greater than
>=	Greater than or equal to
	Is empty
	Is not empty

Usage in Dashboards

When a date type data field is used as a data point in a dashboard chart, you are able to select how granular you would like your date intervals. This may includes hourly, daily, weekly, monthly, quarterly and yearly.

Usage in Record Lists

When a date type data field is added as a record list column, you are able to choose the date format, time format and timezone setting. 

Text Type Data

A data field is listed as text when it is unknown what the value for that data field will be (ie; not always a number, or not always a date). Examples of text type data fields include question responses/values, hierarchy data, weather and more. 
When a data point is presented as text, string operations can be performed.

Usage in Filters/Conditions

When a text type data point is used as a filter, the reporting view (dashboard chart, record list) will be filtered to only records that match the criteria provided. 

Is	Value selected from list
Is Not	Value selected from list
=	Equal to value provided
!=	Is not equal to value provided
Contains Any	Contains Any of comma separated list
Contains All	Contains All items in a comma separated list
Does not contain any	Does not contain any of the strings provided
Does not contain all	Does not contain all of the strings provided
Is Empty	Field has no value
Is Not Empty	Field has a value

 

Usage in Dashboards

When a text type data field is used as a data point in a dashboard chart, there typical are no further selections required. The data will be charted based on the values found in the data (where applicable, the data points may be grouped by a common UUID and shown using the most recent label).

Some system data points may include additional options. For example, Hierarchy name allows the user to specify whether to show the selected data points, or show the children of the selected data point on the chart.

Usage in Record Lists

When a text type data field is added as a record list column, you are able to choose whether or not to wrap text, and may also also select an alternate language to be displayed.