A Datarails Excel table is a filtered extract of your data stored in the Datarails database. You can filter the data and import it into any Excel file. You can reference the data table and use it in other parts of your report.
From the Excel Add-in, select Data Tables. Under this section, you will find three options:
- Add Table
- Edit Selected
- Manage Tables
Create a new Data Table
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Go to the Excel Add-in and click Data Tables > Add Table.
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A new blank 'Add Data Table' interface will open.
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Name the table with a descriptive name.
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Select the source table for the data from the drop down list. All existing fields from this table will be presented.
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Configure the new data table:
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Drag the relevant fields to the Display Fields pane. The order of fields will be reflected in the Preview Table on the right. Rearrange the fields by dragging them within the Fields section.
- Apply filters to the data by dragging fields to the Filters pane or using the Filter icon next to field names.
- Turn on the Dimension table toggle to create a dimension table. Configuring this option requires selecting a Dimension Field and a Value Field.
- Turn on the Remove duplicated toggle to see each row only once.
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Click Full Screen to preview the table configuration.
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Click Save. The configured table will be added.
Edit Selected Table
The Edit Selected option is available only when you click on a cell within a Data Table. Follow these steps to edit an existing table:
- Click on a cell within an existing data table in your Excel sheet.
- Go to the Excel Add-in and select Data Tables > Edit Selected.
- The Edit Table interface will open, displaying the existing configuration for the selected table.
- Make the necessary modifications to the table.
- Click Save to apply the changes. The table will be updated accordingly.
Manage Data Tables
You can manage Data Tables from both Flex Add-In and web and perform same actions (beside adding table to excel file).
Manage Data Tables From Flex Add-In
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Go to the Excel Add-in and click Data Tables > Manage Tables.
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The Manage Tables interface will open, displaying a list of all existing data tables and their associated database tables.
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From this interface, you can:
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View and manage all your data tables.
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Add an existing data table to the current file by clicking the + icon next to the desired table.
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Edit, clone, or delete a table using the actions menu (three dots) on the right.
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Filter the list to display only tables that are currently used in Excel.
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To create a new data table from the Manage Tables interface:
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Click Add Table. This will open the clean 'Add Data Table' interface described in the Create a new Data Table section.
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Manage Data Tables From Web
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Go to the Excel Add-in section on the left panel and click Excel Tables.
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The Manage Tables interface will open, displaying a list of all existing data tables and their associated database tables.
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From this interface, you can:
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View and manage all your data tables.
- Edit, clone, or delete a table using the actions menu (three dots) on the right.
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Filter the list to display only tables that are currently used in Excel.
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To create a new data table from the Manage Tables interface:
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Click Add Table. This will open the clean 'Add Data Table' interface described in the Create a new Data Table section.
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