How to use the Data Hub to personalize data

The Data Hub is connected to your market data vendor and allows you to take complete control of your numbers. This guide will explain how to perform some of the key functions of the Data Hub. Here's what it covers:


Data Hub Overview

The Data Hub connects to any data provider and displays the same numbers that you see in your data terminal. It powers all content created in the Pellucid Library. 

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When you click into the Data Hub, by default you will be in the Definitions section. This is where you will spend the bulk of your time and where you can scrub your numbers.

To double check the numbers in Pellucid match your provider, switch to the Sources section of the Data Hub for a non-editable database of all plottable items and, if applicable, the relevant request codes. 
 

Set data

In the Data Hub, you can customize the data configurations for different industry groups or products by using data templates.

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Data templates are shared across your organization and let you save and switch data configurations without having to re-enter overrides or change how metrics are defined. For example, the Telecoms group may have its own data template with its own definitions or overrides.

Templates can be switched and created using the drop-down menu at the top of the plottable item table in the Data Hub. Learn about data templates

Scrub data

Once you have selected a data template, you can scrub your numbers. To do this:

1. Select a data category and choose the parameters of your data using the drop-down menus and search bars at the top of the plottable items table. No values will load until you have selected a subject company.

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2. Once the data has loaded, you can override any of the displayed values. To do this, turn the Scrub mode on using the toggle at the top right of the plottable items data table. All the numbers will fade to gray. 

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3. To change a value, click in the cell and type in the new number. For multiple values, copy and paste several cells at once. Press enter to save the new values. 

4. To add a note, select the override (or overrides) and click "Add note to override" in the blue bar displayed at the bottom of the screen. In the note editor, you can enter any comments, URLs, or page numbers. 

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5. Once you have finished applying overrides, turn off Scrub mode to recalculate the data. Depending on the type of override, edits will be underlined in blue or yellow.

Overrides are only applied to the data template you have selected. Learn how to manage your overrides here

Change a definition

Each metric has a definition, as defined by either your data provider, your organization during onboarding, or by Pellucid. For instance, GROSS PROFIT = SALES - COGS. You can change how metrics are defined in Data Hub > Definitions.

1. With the relevant data category selected, find the metric definition you need to change. Hover your cursor toward the right of the item and click the pencil icon. This will open the definition editor. 

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2. The top of the definition editor shows the metric’s name, its format, ID, and the data section. The metric's current components are in the Definition section. To change a component, click the drop-down menu and select a new item. You can also change the NA value or click the More Options menu to remove or rearrange a component. Add a fallthrough definition by clicking +Definition. When ready, hit save and the data will recalculate.

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Definition changes only apply to the data template you have selected and are shared with everyone who uses that template for your organization. 

Scrubbed numbers will be applied to content created in Pellucid and can also be downloaded to create for use outside of the platform. In this way, the Data Hub serves as a centralized repository for numbers, allowing you to reuse and apply scrubbed data easier and more efficiently.  


Create content

To create data-driven content, switch to the Library view of Pellucid. Select any content item, add your subject company, comps, and customize any data or appearance options. Place your order and your content will be fulfilled to your customizations, using your numbers from the Data Hub.

Note: Content will be fulfilled according to whichever template is selected in the Data Hub. 


Download data

Click the download icon at the top right of the plottable items data table to download the data items as a CSV. Don’t forget to choose a subject company, data template, and data category first.

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Visit the Tutorials and Training section to learn more about how to use the Data Hub or check out the FAQs for answers to common questions.

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