Datarails Tables is designed to mirror entire columns from your system tables or reports directly into Excel, ensuring that the data remains updated in real time. With Datarails Tables, manual updates become a thing of the past, as every refresh brings the latest data directly into your spreadsheet.

Key Features

• Real-time Updates: Every time you click on refresh, Datarails Tables updates the data in the table, adding new rows if applicable.
• Automation: Eliminates the need for manual data entry or updates, ensuring that your tables are always current without additional effort.
• Integration: Seamlessly integrates with your existing system tables or reports, pulling data directly into Excel.

Important Considerations

When using Datarails Tables, it is crucial to understand that the tables are designed for dynamic updates. Therefore:

• Do not manually change the content of the table.
• Avoid adding new rows at the bottom of the table, as these changes will be overridden upon refresh.

Typical Use Cases

Datarails Tables are versatile and can be used in various scenarios, including but not limited to:

• Customer Management: Pull a list of customers into a table and use DR.GET formulas for tracking outstanding invoices, deal sizes, etc.
• Inventory Tracking: Create tables for inventory items and utilize DR.GET formulas to monitor the amount sold, stock levels, etc.
• Employee Data Management: Generate a list of employees and append DR.GET formulas in subsequent columns for managing HR data.

Creating a Datarails Table

• Open the Datarails connect add-in within Excel and click on the “Get Data” button.
• Select the “create table” option.
• Choose the system containing the required data, followed by the specific table or report you wish to use.
• Utilize a pivot table builder-like interface to drag and drop fields either as filters or to display their data.
• Preview the data on the right side of the screen that will be placed in your Excel spreadsheet.

Additional Options

1. Dimension Table

• Transform your table into a pivot table with a simple click.
• Select the field for the columns axis and another field for the values within the table.
  
  
  

2. Remove Duplicates

• Easily remove duplicate rows in your table.
• Similar to Excel's remove duplicates feature, it considers the entire row and removes any duplicates found.

Conclusion

Datarails Tables revolutionize how professionals manage and interact with their data in Excel. By automating data updates and synchronization, Datarails Tables not only save time but also enhance data accuracy and reliability. Whether managing customer data, tracking inventory, or organizing employee information, Datarails Tables provide a powerful tool for seamless data integration into Excel.

Updated February 13, 2024 14:41