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Data Exchange Conventions and Common Tasks

Navigating in Data Exchange

Navigation in Data Exchange uses intuitive links and buttons rather than a formal menu to open pages and dialog windows. Procedures in help topics describe all required navigation steps for you to complete tasks. To return to a previous page, click the left arrow at the top left of the application. Repeat this step, if necessary, to return to the Data Exchange Publishing page.

Filtering and Sorting

Many Data Exchange pages include a powerful filter at the top of the page to help you quickly narrow the information to exactly what you need to view. Filterable categories are listed so you can select filter content tailored to the selected category.

  • Click 
     to add filters.  
  • To remove a filter, click X adjacent to the filter name. 
  • Click a column header to sort filtered data by that column; click again to reverse the sort order. 
  • If multiple data pages display, step through pages using the page advance tool at the bottom of the page.

Buttons in Data Exchange 

ButtonName used in documentationDescription
On the Publishing page, select to access the Configure, Download, or Mapping pages.

Indicators in Data Exchange

Publishing Status indicators

Waiting to publish
Publishing complete
Complete with no errors
At least one resource had data dependencies
At least one resource has errors
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